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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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2 hedge funds and large institutions have $26 invested in Avantax, Inc. Common Stock in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 161 → 2 (-159)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

100% less capital invested

Capital invested by funds: $835M → $26 (-$835M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 159

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-159
Holders Change %
-98.76%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
159
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$148M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
3
VBA
Van Berkom & Associates
Quebec, Canada
-$66.8M
4
State Street
State Street
Massachusetts
-$39.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$36.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
1
Huntington National Bank
Ohio
$26 – – –
BlackRock
2
BlackRock
New York
– -$148M -5,784,266 Closed
Vanguard Group
3
Vanguard Group
Pennsylvania
– -$104M -4,082,841 Closed
VBA
4
Van Berkom & Associates
Quebec, Canada
– -$66.8M -2,610,995 Closed
State Street
5
State Street
Massachusetts
– -$39.9M -1,559,615 Closed
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
– -$36.8M -1,436,832 Closed
Goldman Sachs
7
Goldman Sachs
New York
– -$30.3M -1,186,353 Closed
Morgan Stanley
8
Morgan Stanley
New York
– -$27.9M -1,091,450 Closed
MF
9
Magnetar Financial
Illinois
– -$22.8M -892,041 Closed
ECM
10
Engine Capital Management
New York
– -$22.4M -874,857 Closed
Renaissance Technologies
11
Renaissance Technologies
New York
– -$22.2M -867,700 Closed
WP
12
Woodline Partners
California
– -$22.1M -864,304 Closed
WIC
13
Water Island Capital
New York
– -$20.1M -787,549 Closed
Geode Capital Management
14
Geode Capital Management
Massachusetts
– -$20M -780,556 Closed
SCM
15
Simcoe Capital Management
New York
– -$12.8M -501,063 Closed
GCL
16
Glazer Capital LLC
New York
– -$12.2M -475,741 Closed
Boston Partners
17
Boston Partners
Massachusetts
– -$12M -469,780 Closed
AA
18
AQR Arbitrage
Connecticut
– -$11.9M -466,478 Closed
Northern Trust
19
Northern Trust
Illinois
– -$10.9M -424,767 Closed
NW
20
NewEdge Wealth
Pennsylvania
– -$8.98M -351,247 Closed
Bank of New York Mellon
21
Bank of New York Mellon
New York
– -$8.15M -318,496 Closed
Charles Schwab
22
Charles Schwab
California
– -$7.68M -300,410 Closed
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
– -$7.3M -285,562 Closed
JP Morgan Chase
24
JP Morgan Chase
New York
– -$6.78M -265,068 Closed
UBS Group
25
UBS Group
Switzerland
– -$6.66M -260,180 Closed
1
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AVTA Hedge Fund Activity: Q4 2023 in Review

2 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2023, worth a combined $26 — down 100% from $835M a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of AVTA and 0 opened new positions — a net loss of 159 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was BlackRock, exiting entirely with an estimated $148M sold.

  • 2 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2023, down from 161 in Q3 2023.
  • Funds reported $26 of Avantax, Inc. Common Stock stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new Avantax, Inc. Common Stock positions in Q4 2023 and 159 closed out, a net change of -159 holders.
  • The largest Avantax, Inc. Common Stock seller in Q4 2023 was BlackRock, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2023.