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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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168 hedge funds and large institutions have $1.22B invested in Avantax, Inc. Common Stock in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $907K

23% more capital invested

Capital invested by funds: $996M → $1.22B (+$227M)

7% less funds holding

Funds holding: 181 → 168 (-13)

11% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 63

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

Holders
168
Holders Change
-13
Holders Change %
-7.18%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
56
Reduced
63
Closed
34
Calls
$1.48M
Puts
$907K
Net Calls
+$570K
Net Calls Change
+$918K

Top Buyers

Rank Fund Capital Flow
1
VBA
Van Berkom & Associates
Quebec, Canada
+$22.9M
2
SCM
Simcoe Capital Management
New York
+$21.2M
3
ClearBridge Investments
ClearBridge Investments
New York
+$6.76M
4
N
Nuveen
North Carolina
+$5.14M
5
RCM
Red Cedar Management
Utah
+$4.81M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$10.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.12M
3
MWNA
Marshall Wace North America
New York
-$6.44M
4
HF
HRT Financial
New York
-$5.66M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$4.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$8.41M -$142K -6,325 -2%
RCM
27
Red Cedar Management
Utah
$7.84M +$4.81M +215,000 +253%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$7.81M – – –
Charles Schwab
29
Charles Schwab
California
$7.79M +$163K +7,289 +3%
Deutsche Bank
30
Deutsche Bank
Germany
$6.06M -$422K -18,841 -8%
ACL
31
Azora Capital LP
Florida
$5.94M -$196K -8,764 -4%
SEI Investments
32
SEI Investments
Pennsylvania
$5.77M -$39K -1,742 -0.8%
SI
33
Scout Investments
Missouri
$5.31M -$73.9K -3,300 -2%
Wells Fargo
34
Wells Fargo
California
$4.87M -$539K -24,089 -11%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$4.09M +$199K +8,869 +6%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$3.94M +$197K +8,790 +6%
Legal & General Group
37
Legal & General Group
United Kingdom
$3.85M +$406K +18,144 +14%
HW
38
Hancock Whitney
Mississippi
$3.7M -$1.44M -64,348 -31%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.7M -$1.45M -64,550 -31%
CTA
40
Carillon Tower Advisers
Florida
$3.37M -$98.5K -4,400 -3%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$3.25M -$217K -9,700 -7%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$2.94M +$294K +13,113 +13%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.87M -$314K -14,000 -11%
State of New Jersey Common Pension Fund D
44
State of New Jersey Common Pension Fund D
New Jersey
$2.85M +$2.44M +108,838 New
CS
45
Credit Suisse
Switzerland
$2.76M +$1.67M +74,505 +238%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$2.46M +$647K +28,900 +44%
LCM
47
Landscape Capital Management
New Jersey
$2.46M +$259K +11,561 +14%
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.44M +$58.2K +2,600 +3%
CCM
49
Cadence Capital Management
Massachusetts
$2.3M -$200K -8,944 -9%
Goldman Sachs
50
Goldman Sachs
New York
$2.19M -$1.83M -81,523 -49%
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AVTA Hedge Fund Activity: Q4 2019 in Review

168 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2019, worth a combined $1.22B — up 23% from $996M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of AVTA and 28 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 56 added.

The largest buyer was Van Berkom & Associates, opening a new position worth an estimated $22.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $10.4M sold.

  • 168 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2019, down from 181 in Q3 2019.
  • Funds reported $1.22B of Avantax, Inc. Common Stock stock for Q4 2019, up 23% quarter-over-quarter.
  • 28 funds opened new Avantax, Inc. Common Stock positions in Q4 2019 and 34 closed out, a net change of -6 holders.
  • The largest Avantax, Inc. Common Stock buyer in Q4 2019 was Van Berkom & Associates, an estimated $22.9M added.
  • The largest Avantax, Inc. Common Stock seller in Q4 2019 was Citadel Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2019.