AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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162 hedge funds and large institutions have $510M invested in Avantax, Inc. Common Stock in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
49
Reduced
60
Closed
14
Calls
$895K
Puts
$706K
Net Calls
+$189K
Net Calls Change
+$657K

Top Buyers

1
AC
Armistice Capital
New York
$23.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
$12.7M
3
EWM
Empirical Wealth Management
Washington
$5.6M
4
VBA
Van Berkom & Associates
Quebec, Canada
$36.4M
5
Millennium Management
Millennium Management
New York
$3.66M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$19.3M
2
SCM
Simcoe Capital Management
New York
$0
3
Vanguard Group
Vanguard Group
Pennsylvania
$56.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$6.16M
5
TCM
Tygh Capital Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$3.63M +$143K +12,513 +4%
Ameriprise
27
Ameriprise
Minnesota
$3.39M -$158K -13,853 -4%
SEI Investments
28
SEI Investments
Pennsylvania
$3.23M +$886K +77,549 +38%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$2.87M +$1.21M +106,100 +73%
Citadel Advisors
30
Citadel Advisors
Florida
$2.76M +$1.15M +100,615 +71%
Bank of America
31
Bank of America
North Carolina
$2.5M -$5.21K -456 -0.2%
SI
32
Scout Investments
Missouri
$2.17M -$23.9K -2,093 -1%
Goldman Sachs
33
Goldman Sachs
New York
$1.95M -$928K -81,233 -32%
State of New Jersey Common Pension Fund D
34
State of New Jersey Common Pension Fund D
New Jersey
$1.94M +$693K +60,706 +56%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$1.91M +$260K +22,728 +16%
Deutsche Bank
36
Deutsche Bank
Germany
$1.87M -$36.8K -3,225 -2%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$1.81M -$14.4K -1,260 -0.8%
Legal & General Group
38
Legal & General Group
United Kingdom
$1.77M +$78.1K +6,833 +5%
Morgan Stanley
39
Morgan Stanley
New York
$1.75M +$103K +9,015 +6%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$1.6M -$1.92M -168,021 -55%
Two Sigma Investments
41
Two Sigma Investments
New York
$1.56M +$497K +43,495 +47%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$1.41M – – –
ECM
43
ExodusPoint Capital Management
New York
$1.4M +$1.4M +122,647 New
CTA
44
Carillon Tower Advisers
Florida
$1.3M -$44.5K -3,900 -3%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.22M -$29.7K -2,600 -2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.22M -$19.4K -1,700 -2%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.22M +$134K +11,700 +12%
PPA
48
Parametric Portfolio Associates
Washington
$1.16M +$214K +18,728 +23%
Connor, Clark & Lunn Investment Management (CC&L)
49
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.05M -$415K -36,360 -28%
ICM
50
Invenomic Capital Management
Massachusetts
$1.05M +$498K +43,581 +91%
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