AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

151 hedge funds and large institutions have $420M invested in Avantax, Inc. Common Stock in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
42
Reduced
60
Closed
29
Calls
$952K
Puts
$4.21M
Net Calls
-$3.25M
Net Calls Change
-$3.44M

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$12.1M
2
AC
Armistice Capital
New York
+$8.97M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$6.52M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.49M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.18M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$19.3M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$7.53M
3
GT
Glenmede Trust
Pennsylvania
-$3.44M
4
BlackRock
BlackRock
New York
-$2.55M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
26
Federated Hermes
Pennsylvania
$2.95M -$7.53M -799,079 -72%
FG
27
Formula Growth
Quebec, Canada
$2.74M +$2.74M +290,442 New
Two Sigma Advisers
28
Two Sigma Advisers
New York
$2.69M +$330K +35,000 +14%
SEI Investments
29
SEI Investments
Pennsylvania
$2.34M -$330K -35,023 -12%
Deutsche Bank
30
Deutsche Bank
Germany
$2.27M +$729K +77,330 +47%
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$2.24M +$1.72M +182,609 +333%
Goldman Sachs
32
Goldman Sachs
New York
$2.2M +$592K +62,820 +37%
ACM
33
Archon Capital Management
Washington
$2.07M +$2.07M +219,380 New
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$1.94M +$1.62M +172,246 +508%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$1.88M +$303K +32,133 +19%
Citadel Advisors
36
Citadel Advisors
Florida
$1.83M -$448K -47,534 -20%
SI
37
Scout Investments
Missouri
$1.74M -$50.1K -5,322 -3%
GCP
38
GSA Capital Partners
United Kingdom
$1.71M +$1.71M +181,062 New
Bank of America
39
Bank of America
North Carolina
$1.59M -$475K -50,434 -23%
Squarepoint
40
Squarepoint
New York
$1.56M +$1.31M +138,569 +512%
Legal & General Group
41
Legal & General Group
United Kingdom
$1.46M +$2.53K +269 +0.2%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.4M -$93.3K -9,906 -6%
GT
43
Glenmede Trust
Pennsylvania
$1.28M -$3.44M -365,277 -73%
Morgan Stanley
44
Morgan Stanley
New York
$1.23M -$215K -22,864 -15%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$1.15M -$18.8K -2,000 -2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.04M +$30.1K +3,200 +3%
CTA
47
Carillon Tower Advisers
Florida
$1.03M -$43.2K -4,589 -4%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.02M +$17K +1,800 +2%
MC
49
Maverick Capital
Texas
$1.02M +$1.02M +108,327 New
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.01M – – –
1
2
3 4 5