AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.87B invested in Avantax, Inc. Common Stock in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
81
Reduced
54
Closed
29
Calls
$5.38M
Puts
$6.41M
Net Calls
-$1.03M
Net Calls Change
+$3.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$20M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$18.5M
4
Morgan Stanley
Morgan Stanley
New York
+$14.6M
5
BlackRock
BlackRock
New York
+$13.5M

Top Sellers

1
PWAM
Park West Asset Management
California
-$20.4M
2
Man Group
Man Group
United Kingdom
-$12.9M
3
WG
Winton Group
United Kingdom
-$11.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.7M
5
CAM
ClariVest Asset Management
California
-$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$13.4M -$1.36M -33,844 -9%
Ameriprise
27
Ameriprise
Minnesota
$11M -$984K -24,443 -8%
Charles Schwab
28
Charles Schwab
California
$10.5M +$559K +13,882 +6%
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.2M +$981K +24,365 +11%
Goldman Sachs
30
Goldman Sachs
New York
$9.24M -$3.29M -81,752 -26%
OAM
31
Oberweis Asset Management
Illinois
$9.19M +$757K +18,800 +9%
CM
32
Castleark Management
Illinois
$9.06M +$1.36M +33,800 +18%
EAM
33
Eagle Asset Management
Florida
$9M +$1.88M +46,605 +26%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$8.73M +$8.73M +216,760 New
American Century Companies
35
American Century Companies
Missouri
$8.02M +$90.7K +2,253 +1%
CAM
36
ClariVest Asset Management
California
$8M -$8.36M -207,797 -51%
HW
37
Hancock Whitney
Mississippi
$7.52M +$6.8M +168,988 +949%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$7.44M +$467K +11,624 +7%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$6.28M +$6.28M +156,112 New
Ohio Public Employees Retirement System (OPERS)
40
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.66M +$1.21M +30,010 +27%
RA
41
Royce & Associates
New York
$5.58M -$3.94M -98,000 -41%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$5.47M +$268K +6,647 +5%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$4.51M -$29.3K -728 -0.6%
PPA
44
Parametric Portfolio Associates
Washington
$4.48M -$2.3M -57,256 -34%
Legal & General Group
45
Legal & General Group
United Kingdom
$4.42M +$353K +8,981 +9%
AQR Capital Management
46
AQR Capital Management
Connecticut
$4.32M -$1.34M -33,235 -24%
TA
47
Teachers Advisors
New York
$4.18M +$641K +15,926 +18%
AllianceBernstein
48
AllianceBernstein
Tennessee
$3.99M – – –
TCIM
49
TIAA CREF Investment Management
New York
$3.78M -$310K -7,694 -8%
JIR
50
James Investment Research
Ohio
$3.73M +$57.6K +1,430 +2%
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