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 $760M invested in Avantax, Inc. Common Stock in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
49
Reduced
59
Closed
9
Calls
$10.8M
Puts
$17.2M
Net Calls
-$6.43M
Net Calls Change
+$3.04M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$10.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$7.3M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$21.8M
4
Millennium Management
4
Millennium Management
New York
$7.48M
5
GCP
5
GSA Capital Partners
United Kingdom
$2.61M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$3K
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$70.4M
3
Walleye Trading
3
Walleye Trading
New York
$479K
4
BlackRock
4
BlackRock
New York
$135M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$4.81M +$793K +45,800 +20%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$4.77M +$440K +25,394 +10%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$4.64M +$1.6M +92,291 +52%
Morgan Stanley
29
Morgan Stanley
New York
$4.62M +$2.21M +127,601 +92%
WMSA
30
Weiss Multi-Strategy Advisers
New York
$4.43M +$1.11M +63,912 +33%
KIM
31
Kestrel Investment Management
California
$4.32M -$3.46K -200 -0.1%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$4.01M -$2.05M -118,597 -34%
Citadel Advisors
33
Citadel Advisors
Florida
$4.01M +$2.33M +134,674 +139%
EWM
34
Empirical Wealth Management
Washington
$3.71M +$208 +12 +0%
Ameriprise
35
Ameriprise
Minnesota
$3.65M -$112K -6,467 -3%
Two Sigma Investments
36
Two Sigma Investments
New York
$2.66M -$571K -32,970 -18%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$2.63M -$246K -14,223 -9%
GCP
38
GSA Capital Partners
United Kingdom
$2.61M +$2.61M +150,741 New
Boston Partners
39
Boston Partners
Massachusetts
$2.22M -$639K -36,933 -22%
Legal & General Group
40
Legal & General Group
United Kingdom
$2.14M -$566K -32,715 -21%
PPA
41
Parametric Portfolio Associates
Washington
$2.11M +$391K +22,615 +23%
Tudor Investment Corp
42
Tudor Investment Corp
Connecticut
$2.01M -$1.81M -104,592 -47%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$1.92M -$91.7K -5,300 -5%
Group One Trading
44
Group One Trading
Illinois
$1.9M -$93.3K -5,393 -5%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.84M -$62.3K -3,600 -3%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.72M -$646K -37,331 -27%
Goldman Sachs
47
Goldman Sachs
New York
$1.7M +$513K +29,615 +43%
ECM
48
ExodusPoint Capital Management
New York
$1.65M +$1.65M +95,301 New
RCAMU
49
Rothschild & Co Asset Management US
Connecticut
$1.53M -$1.13M -65,540 -43%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$1.24M +$40.4K +2,335 +3%
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