AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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204 hedge funds and large institutions have $1.09B invested in Avantax, Inc. Common Stock in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
94
Reduced
56
Closed
15
Calls
$5.9M
Puts
$3.66M
Net Calls
+$2.25M
Net Calls Change
+$2.17M

Top Buyers

1
BlackRock
1
BlackRock
New York
$141M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$46.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.5M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$14.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$40.9M
2
PWAM
2
Park West Asset Management
California
$24M
3
NI
3
Numeric Investors
Massachusetts
$31.9M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$46.4M
5
PC
5
Permit Capital
Pennsylvania
$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$8.79M +$285K +11,251 +3%
MCM
27
Matarin Capital Management
New York
$8.41M +$511K +20,189 +6%
Deutsche Bank
28
Deutsche Bank
Germany
$8.3M +$420K +16,615 +5%
RA
29
Royce & Associates
New York
$8.18M -$1.19M -47,000 -13%
BIM
30
Bogle Investment Management
Massachusetts
$7.9M -$1.14M -44,914 -13%
American Century Companies
31
American Century Companies
Missouri
$7.89M +$3.33M +131,575 +73%
Charles Schwab
32
Charles Schwab
California
$6.71M +$568K +22,443 +9%
AQR Capital Management
33
AQR Capital Management
Connecticut
$6.52M -$2.75M -108,512 -30%
Fuller & Thaler Asset Management
34
Fuller & Thaler Asset Management
California
$6.5M +$4.08M +161,100 +168%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.36M -$617K -24,400 -9%
Wells Fargo
36
Wells Fargo
California
$6.01M +$1.37M +54,021 +29%
NC
37
Northpointe Capital
Michigan
$5.9M +$998K +39,457 +20%
PC
38
Permit Capital
Pennsylvania
$5.7M -$4.03M -159,230 -41%
EAM
39
Eagle Asset Management
Florida
$5.32M +$195K +7,612 +4%
Citigroup
40
Citigroup
New York
$4.89M -$355K -14,046 -7%
BCM
41
Bridgeway Capital Management
Texas
$4.78M +$1.27K +50 +0%
MAM
42
Martingale Asset Management
Massachusetts
$4.59M +$65.8K +2,601 +1%
EI
43
EAM Investors
California
$4.39M -$522K -20,629 -11%
SGAM
44
Smith Group Asset Management
Texas
$4.31M +$50.8K +2,006 +1%
CCMH
45
Cornerstone Capital Management Holdings
New York
$4.28M +$721K +28,500 +20%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$4.15M -$2.23M -88,087 -35%
AIM
47
Alambic Investment Management
California
$3.88M +$2.53M +99,800 +186%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$3.86M +$104K +4,100 +3%
PPA
49
Parametric Portfolio Associates
Washington
$3.84M -$1.03M -40,526 -21%
AllianceBernstein
50
AllianceBernstein
Tennessee
$3.81M -$637K -25,170 -14%
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