AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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181 hedge funds and large institutions have $996M invested in Avantax, Inc. Common Stock in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-22
Holders Change %
-10.84%
% of All Funds
3.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
73
Reduced
54
Closed
47
Calls
$73K
Puts
$421K
Net Calls
-$348K
Net Calls Change
-$832K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$16M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$20.2M
3
Citadel Advisors
Citadel Advisors
Florida
$10.1M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
$23.7M
5
Morgan Stanley
Morgan Stanley
New York
$14M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$804K
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Millennium Management
Millennium Management
New York
$1.14M
4
OAM
Oberweis Asset Management
Illinois
$364K
5
BIM
Bogle Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$6.46M – – –
Charles Schwab
27
Charles Schwab
California
$6.29M +$212K +9,776 +3%
HF
28
HRT Financial
New York
$5.66M +$5.43M +251,099 +2,394%
Deutsche Bank
29
Deutsche Bank
Germany
$5.42M -$1.32M -60,988 -20%
American Century Companies
30
American Century Companies
Missouri
$5.12M +$648K +29,935 +14%
ACL
31
Azora Capital LP
Florida
$5.11M +$5.11M +235,969 New
Squarepoint
32
Squarepoint
New York
$5M +$3.02M +139,683 +153%
Allianz Asset Management
33
Allianz Asset Management
Germany
$4.84M -$1.13M -52,183 -19%
SEI Investments
34
SEI Investments
Pennsylvania
$4.82M +$1.24M +57,152 +35%
Wells Fargo
35
Wells Fargo
California
$4.56M -$1.29M -59,841 -22%
SI
36
Scout Investments
Missouri
$4.47M -$44.5K -2,054 -1%
Connor, Clark & Lunn Investment Management (CC&L)
37
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.46M -$149K -6,900 -3%
HW
38
Hancock Whitney
Mississippi
$4.46M -$286K -13,193 -6%
EAM
39
Eagle Asset Management
Florida
$3.89M -$376K -17,369 -9%
Marshall Wace
40
Marshall Wace
United Kingdom
$3.86M +$1.84M +85,085 +91%
Goldman Sachs
41
Goldman Sachs
New York
$3.58M +$1.42M +65,841 +66%
AllianceBernstein
42
AllianceBernstein
Tennessee
$3.43M +$467K +21,590 +16%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$3.19M +$100K +4,634 +3%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$3.07M -$223K -10,318 -7%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$2.9M -$145K -6,700 -5%
CTA
46
Carillon Tower Advisers
Florida
$2.89M +$147K +6,800 +5%
Legal & General Group
47
Legal & General Group
United Kingdom
$2.8M +$111K +5,130 +4%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.68M +$365K +16,859 +16%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$2.15M +$750K +34,672 +54%
CCM
50
Cadence Capital Management
Massachusetts
$2.1M -$139K -6,409 -6%
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