AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

AVTA was delisted on the 27th of November, 2023.

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150 hedge funds and large institutions have $345M invested in Avantax, Inc. Common Stock in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 20 closing their positions.

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
45
Reduced
46
Closed
20
Calls
$6.87M
Puts
$16.4M
Net Calls
-$9.5M
Net Calls Change
+$3.72M

Top Buyers

1
PCM
1
Pennant Capital Management
New Jersey
$11.7M
2
PWAM
2
Park West Asset Management
California
$10.4M
3
Wells Fargo
3
Wells Fargo
California
$10.4M
4
PCM
4
Portolan Capital Management
Massachusetts
$6.03M
5
CAM
5
ClariVest Asset Management
California
$5.23M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$300K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
AC
3
Armistice Capital
New York
$5.18M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$9.48M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$36.1M 3,480,590 +6,384 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$32.6M 3,150,045 +227,979 +8%
BFA
3
BlackRock Fund Advisors
California
$28.2M 2,726,222 +74,563 +3%
First Trust Advisors
4
First Trust Advisors
Illinois
$19.9M 1,916,961 -372,312 -16%
RA
5
Royce & Associates
New York
$12.7M 1,222,853 -58,400 -5%
PCM
6
Pennant Capital Management
New Jersey
$11.7M 1,133,110 +1,133,110 New
BIT
7
BlackRock Institutional Trust
California
$11.4M 1,102,353 -23,617 -2%
Norges Bank
8
Norges Bank
Norway
$10.7M 1,029,875 – –
Wells Fargo
9
Wells Fargo
California
$10.4M 1,008,353 +977,459 +3,164%
PWAM
10
Park West Asset Management
California
$10.4M 1,008,204 +1,008,204 New
State Street
11
State Street
Massachusetts
$10.3M 993,078 -5,561 -0.6%
GI
12
GAMCO Investors
Connecticut
$9.8M 946,200 +87,950 +10%
Renaissance Technologies
13
Renaissance Technologies
New York
$9.48M 915,400 -765,200 -46%
PC
14
Permit Capital
Pennsylvania
$7.54M 727,815 +45,000 +7%
PCM
15
Portolan Capital Management
Massachusetts
$6.03M 582,316 +582,316 New
GF
16
Gabelli Funds
New York
$5.87M 566,796 +35,796 +7%
CAM
17
ClariVest Asset Management
California
$5.23M 504,385 +504,385 New
AC
18
Armistice Capital
New York
$5.18M 500,000 -1,408,000 -74%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$4.86M 468,584 +129,833 +38%
Northern Trust
20
Northern Trust
Illinois
$4.66M 449,583 -670 -0.1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.38M 423,025 -42,159 -9%
OCM
22
Oaktree Capital Management
California
$3.37M 325,000 +80,000 +33%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$3.07M 296,738 +1,302 +0.4%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.02M 291,050 +8,843 +3%
Invesco
25
Invesco
Georgia
$2.82M 271,733 -4,688 -2%
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