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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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193 hedge funds and large institutions have $1.53B invested in Avantax, Inc. Common Stock in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $5.64M | Put options by funds: $4.53M

24% more capital invested

Capital invested by funds: $1.23B → $1.53B (+$302M)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

1% more funds holding

Funds holding: 192 → 193 (+1)

7% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 68

Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
63
Reduced
68
Closed
28
Calls
$5.64M
Puts
$4.53M
Net Calls
+$1.11M
Net Calls Change
+$1.35M

Top Buyers

Rank Fund Capital Flow
1
PWAM
Park West Asset Management
California
+$8.74M
2
Millennium Management
Millennium Management
New York
+$8.28M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.27M
4
First Trust Advisors
First Trust Advisors
Illinois
+$5.18M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.57M

Top Sellers

Rank Fund Capital Flow
1
HCS
Harvest Capital Strategies
California
-$9.79M
2
Invesco
Invesco
Georgia
-$7.25M
3
Morgan Stanley
Morgan Stanley
New York
-$6.06M
4
CAM
ClariVest Asset Management
California
-$5.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$5.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$8.69M -$7.25M -248,777 -49%
Deutsche Bank
27
Deutsche Bank
Germany
$8.34M +$4.44M +152,526 +156%
Wells Fargo
28
Wells Fargo
California
$7.89M -$1.78M -61,052 -21%
OAM
29
Oberweis Asset Management
Illinois
$7.82M +$122K +4,200 +2%
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.42M -$682K -23,400 -10%
EAM
31
Eagle Asset Management
Florida
$7.34M -$114K -3,927 -2%
HW
32
Hancock Whitney
Mississippi
$7.32M +$145K +4,981 +2%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$7.24M – – –
Goldman Sachs
34
Goldman Sachs
New York
$6.85M +$763K +26,200 +15%
American Century Companies
35
American Century Companies
Missouri
$6.8M -$1.64M -56,266 -22%
SEI Investments
36
SEI Investments
Pennsylvania
$4.77M +$3.97M +136,375 +2,086%
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.7M – – –
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$4.69M – – –
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$4.6M +$22.6K +777 +0.6%
Prudential Financial
40
Prudential Financial
New Jersey
$4.57M -$4.69M -160,959 -54%
SI
41
Scout Investments
Missouri
$4.26M +$3.72M +127,556 New
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$4.19M -$147K -5,032 -4%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$4.14M +$297K +10,206 +9%
CTA
44
Carillon Tower Advisers
Florida
$4.14M +$3.61M +123,950 New
Legal & General Group
45
Legal & General Group
United Kingdom
$4.13M +$324K +11,108 +10%
CAM
46
ClariVest Asset Management
California
$3.78M -$5.1M -174,979 -61%
AllianceBernstein
47
AllianceBernstein
Tennessee
$3.65M +$439K +15,080 +16%
TA
48
Teachers Advisors
New York
$3.64M +$79.3K +2,723 +3%
CCM
49
Cadence Capital Management
Massachusetts
$3.57M +$55.3K +1,898 +2%
Morgan Stanley
50
Morgan Stanley
New York
$3.4M -$6.06M -208,034 -67%
1
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AVTA Hedge Fund Activity: Q1 2019 in Review

193 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q1 2019, worth a combined $1.53B — up 24% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AVTA positions and 28 closed out — a net gain of 1 holder — while 63 added to existing stakes and 68 trimmed.

The largest buyer was Park West Asset Management, opening a new position worth an estimated $8.74M. The largest seller was Harvest Capital Strategies, exiting entirely with an estimated $9.79M sold.

  • 193 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q1 2019, up from 192 in Q4 2018.
  • Funds reported $1.53B of Avantax, Inc. Common Stock stock for Q1 2019, up 24% quarter-over-quarter.
  • 29 funds opened new Avantax, Inc. Common Stock positions in Q1 2019 and 28 closed out, a net change of +1 holder.
  • The largest Avantax, Inc. Common Stock buyer in Q1 2019 was Park West Asset Management, an estimated $8.74M added.
  • The largest Avantax, Inc. Common Stock seller in Q1 2019 was Harvest Capital Strategies, an estimated $9.79M sold.

Based on aggregated 13F filings for Q1 2019.