AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

203 hedge funds and large institutions have $1.4B invested in Avantax, Inc. Common Stock in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
4.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
73
Reduced
67
Closed
19
Calls
$1.18M
Puts
$697K
Net Calls
+$484K
Net Calls Change
-$627K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$11.6M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$7.21M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41.7M
4
BlackRock
BlackRock
New York
$216M
5
Invesco
Invesco
Georgia
$13.7M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$16.4M
2
PWAM
Park West Asset Management
California
$1.43M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$17.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$17M
5
Goldman Sachs
Goldman Sachs
New York
$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$9.07M +$2.49M +81,906 +38%
Charles Schwab
27
Charles Schwab
California
$8.53M +$235K +7,744 +3%
Allianz Asset Management
28
Allianz Asset Management
Germany
$8.38M -$160K -5,273 -2%
Wells Fargo
29
Wells Fargo
California
$8.21M +$1.03M +34,028 +14%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$7.21M +$7.21M +237,327 New
HW
31
Hancock Whitney
Mississippi
$6.66M +$182 +6 +0%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.47M -$284K -9,350 -4%
SI
33
Scout Investments
Missouri
$6.34M +$2.46M +81,051 +64%
American Century Companies
34
American Century Companies
Missouri
$6.28M +$85.4K +2,813 +1%
EAM
35
Eagle Asset Management
Florida
$5.98M -$696K -22,925 -10%
OAM
36
Oberweis Asset Management
Illinois
$5.63M -$1.48M -48,790 -21%
SEI Investments
37
SEI Investments
Pennsylvania
$5.02M +$681K +22,430 +16%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$4.63M +$816K +26,855 +21%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$4.34M +$150K +4,940 +4%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$4.27M +$3.04K +100 +0.1%
AllianceBernstein
41
AllianceBernstein
Tennessee
$4.16M +$830K +27,335 +25%
CTA
42
Carillon Tower Advisers
Florida
$3.84M +$78.2K +2,575 +2%
Legal & General Group
43
Legal & General Group
United Kingdom
$3.77M +$9.99K +329 +0.3%
CAM
44
ClariVest Asset Management
California
$3.41M -$30.4K -1,000 -0.9%
Citadel Advisors
45
Citadel Advisors
Florida
$3.4M +$3.4M +111,859 New
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.24M +$1.9M +62,700 +142%
CCM
47
Cadence Capital Management
Massachusetts
$3.14M -$105K -3,455 -3%
Goldman Sachs
48
Goldman Sachs
New York
$3.02M -$3.21M -105,681 -51%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.85M -$1.42M -46,800 -33%
Marshall Wace
50
Marshall Wace
United Kingdom
$2.84M +$1.72M +56,517 +153%
1
2
3 4 5