AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
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
Holders
168
Holders Change
-13
Holders Change %
-7.18%
% of All Funds
3.32%
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

1
VBA
Van Berkom & Associates
Quebec, Canada
+$26.7M
2
SCM
Simcoe Capital Management
New York
+$24.8M
3
ClearBridge Investments
ClearBridge Investments
New York
+$7.85M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$5.99M
5
RCM
Red Cedar Management
Utah
+$5.62M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$10.1M
3
MWNA
Marshall Wace North America
New York
-$7.52M
4
HF
HRT Financial
New York
-$5.66M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$4.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$8.41M -$165K -6,325 -2%
RCM
27
Red Cedar Management
Utah
$7.84M +$5.62M +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 +$191K +7,289 +3%
Deutsche Bank
30
Deutsche Bank
Germany
$6.06M -$492K -18,841 -8%
ACL
31
Azora Capital LP
Florida
$5.94M -$229K -8,764 -4%
SEI Investments
32
SEI Investments
Pennsylvania
$5.77M -$45.5K -1,742 -0.8%
SI
33
Scout Investments
Missouri
$5.31M -$86.3K -3,300 -2%
Wells Fargo
34
Wells Fargo
California
$4.87M -$630K -24,089 -11%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$4.09M +$232K +8,869 +6%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$3.94M +$230K +8,790 +6%
Legal & General Group
37
Legal & General Group
United Kingdom
$3.86M +$474K +18,144 +14%
HW
38
Hancock Whitney
Mississippi
$3.7M -$1.68M -64,348 -31%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.7M -$1.69M -64,550 -31%
CTA
40
Carillon Tower Advisers
Florida
$3.37M -$115K -4,400 -3%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$3.25M -$254K -9,700 -7%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$2.94M +$343K +13,113 +13%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.87M -$366K -14,000 -11%
State of New Jersey Common Pension Fund D
44
State of New Jersey Common Pension Fund D
New Jersey
$2.85M +$2.85M +108,838 New
CS
45
Credit Suisse
Switzerland
$2.76M +$1.95M +74,505 +238%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$2.46M +$756K +28,900 +44%
LCM
47
Landscape Capital Management
New Jersey
$2.46M +$302K +11,561 +14%
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.44M +$68K +2,600 +3%
CCM
49
Cadence Capital Management
Massachusetts
$2.3M -$234K -8,944 -9%
Goldman Sachs
50
Goldman Sachs
New York
$2.19M -$2.13M -81,523 -49%
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