AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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154 hedge funds and large institutions have $567M invested in Avantax, Inc. Common Stock in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-14
Holders Change %
-8.33%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
47
Reduced
52
Closed
39
Calls
$1.04M
Puts
$1.51M
Net Calls
-$468K
Net Calls Change
-$1.04M

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$22.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$7.31M
3
TCM
Tygh Capital Management
Oregon
+$2.67M
4
Goldman Sachs
Goldman Sachs
New York
+$2.02M
5
SCM
Simcoe Capital Management
New York
+$1.87M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.1M
2
HAM
Hillcrest Asset Management
Texas
-$9.55M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$6.02M
4
ACL
Azora Capital LP
Florida
-$5.94M
5
Morgan Stanley
Morgan Stanley
New York
-$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$3.71M +$113K +9,400 +3%
Charles Schwab
27
Charles Schwab
California
$3.68M +$90.2K +7,483 +3%
Goldman Sachs
28
Goldman Sachs
New York
$3.03M +$2.02M +167,682 +200%
TCM
29
Tygh Capital Management
Oregon
$2.67M +$2.67M +221,211 New
Bank of America
30
Bank of America
North Carolina
$2.65M -$1.29M -107,352 -33%
SEI Investments
31
SEI Investments
Pennsylvania
$2.48M -$185K -15,358 -7%
SI
32
Scout Investments
Missouri
$2.32M -$130K -10,820 -5%
Deutsche Bank
33
Deutsche Bank
Germany
$2.01M -$781K -64,767 -28%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$1.93M +$45.3K +3,757 +2%
Legal & General Group
35
Legal & General Group
United Kingdom
$1.78M +$3.41K +283 +0.2%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$1.75M -$71K -5,894 -4%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.74M +$608K +50,500 +54%
Morgan Stanley
38
Morgan Stanley
New York
$1.74M -$3.92M -325,515 -69%
Citadel Advisors
39
Citadel Advisors
Florida
$1.7M +$1.7M +141,237 New
HW
40
Hancock Whitney
Mississippi
$1.59M -$120K -9,971 -7%
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.55M -$157K -13,000 -9%
BIM
42
Bogle Investment Management
Massachusetts
$1.54M +$1.54M +128,125 New
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$1.49M -$6.02K -500 -0.4%
CTA
44
Carillon Tower Advisers
Florida
$1.41M -$140K -11,600 -9%
Wells Fargo
45
Wells Fargo
California
$1.32M -$922K -76,561 -41%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.32M – – –
State of New Jersey Common Pension Fund D
47
State of New Jersey Common Pension Fund D
New Jersey
$1.31M – – –
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.31M -$48.2K -4,000 -4%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.14M +$18.1K +1,500 +2%
Two Sigma Investments
50
Two Sigma Investments
New York
$1.12M +$521K +43,235 +87%
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