AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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192 hedge funds and large institutions have $1.23B invested in Avantax, Inc. Common Stock in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-16
Holders Change %
-7.69%
% of All Funds
4.28%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
68
Reduced
59
Closed
50
Calls
$1.08M
Puts
$1.33M
Net Calls
-$244K
Net Calls Change
+$785K

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
$38.9M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
$20.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$176M
4
Vanguard Group
Vanguard Group
Pennsylvania
$135M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$30.1M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$2.59M
2
First Trust Advisors
First Trust Advisors
Illinois
$63.9M
3
HCS
Harvest Capital Strategies
California
$9.79M
4
Prudential Financial
Prudential Financial
New Jersey
$7.94M
5
Morgan Stanley
Morgan Stanley
New York
$8.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
26
ClariVest Asset Management
California
$7.68M +$2.39M +89,628 +45%
HAM
27
Hillcrest Asset Management
Texas
$7.6M -$3.66M -137,419 -33%
Ameriprise
28
Ameriprise
Minnesota
$7.22M -$39.1K -1,468 -0.5%
Charles Schwab
29
Charles Schwab
California
$6.99M +$46.7K +1,752 +0.7%
American Century Companies
30
American Century Companies
Missouri
$6.93M +$1.62M +60,900 +31%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.55M -$220K -8,250 -3%
OAM
32
Oberweis Asset Management
Illinois
$6.13M +$41K +1,540 +0.7%
EAM
33
Eagle Asset Management
Florida
$5.96M +$3.84K +144 +0.1%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$5.77M – – –
HW
35
Hancock Whitney
Mississippi
$5.71M +$731K +27,461 +15%
CM
36
Castleark Management
Illinois
$4.88M -$1.11M -41,850 -19%
Goldman Sachs
37
Goldman Sachs
New York
$4.77M -$1.35M -50,535 -22%
Ohio Public Employees Retirement System (OPERS)
38
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.75M – – –
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$3.74M +$123K +4,600 +3%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$3.65M +$665K +24,966 +22%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$3.48M -$683K -25,654 -16%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$3.03M -$1.9M -71,260 -38%
Legal & General Group
43
Legal & General Group
United Kingdom
$2.98M +$6.06K +229 +0.2%
PAM
44
Panagora Asset Management
Massachusetts
$2.87M +$2.34M +87,981 +450%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$2.84M +$2.84M +106,438 New
TA
46
Teachers Advisors
New York
$2.83M +$63.4K +2,381 +2%
CCM
47
Cadence Capital Management
Massachusetts
$2.8M +$1.34M +50,347 +92%
PPA
48
Parametric Portfolio Associates
Washington
$2.69M -$271K -10,175 -9%
Deutsche Bank
49
Deutsche Bank
Germany
$2.59M -$16.8M -632,992 -87%
AllianceBernstein
50
AllianceBernstein
Tennessee
$2.52M -$123K -4,600 -5%
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