AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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141 hedge funds and large institutions have $682M invested in Avantax, Inc. Common Stock in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-13
Holders Change %
-8.44%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
11
Increased
34
Reduced
62
Closed
23
Calls
$18.6M
Puts
$19.4M
Net Calls
-$767K
Net Calls Change
+$5.66M

Top Buyers

1
HPC
Hill Path Capital
New York
+$7.51M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$5.61M
3
SCM
SCW Capital Management
Texas
+$3.67M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.59M
5
WMSA
Weiss Multi-Strategy Advisers
New York
+$2.01M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$4.08M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.92M
3
BlackRock
BlackRock
New York
-$2.66M
4
GCP
GSA Capital Partners
United Kingdom
-$2.61M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$4.18M – – –
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$4.04M -$260K -16,657 -6%
Deutsche Bank
28
Deutsche Bank
Germany
$3.9M -$476K -30,542 -11%
Morgan Stanley
29
Morgan Stanley
New York
$3.81M -$354K -22,718 -9%
SCM
30
SCW Capital Management
Texas
$3.67M +$3.67M +235,141 New
Two Sigma Advisers
31
Two Sigma Advisers
New York
$3.46M -$872K -55,900 -20%
EWM
32
Empirical Wealth Management
Washington
$3.34M – – –
KIM
33
Kestrel Investment Management
California
$3.3M -$583K -37,400 -15%
Ameriprise
34
Ameriprise
Minnesota
$3.18M -$109K -7,020 -3%
Citadel Advisors
35
Citadel Advisors
Florida
$2.94M -$671K -43,068 -19%
Millennium Management
36
Millennium Management
New York
$2.66M -$4.08M -261,658 -61%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.15M +$609K +39,057 +39%
Legal & General Group
38
Legal & General Group
United Kingdom
$2.1M +$167K +10,684 +9%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$2.08M -$287K -18,402 -12%
Boston Partners
40
Boston Partners
Massachusetts
$2M +$5.39K +346 +0.3%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$1.77M +$42.1K +2,700 +2%
PPA
42
Parametric Portfolio Associates
Washington
$1.7M -$196K -12,589 -10%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.66M – – –
RCAMU
44
Rothschild & Co Asset Management US
Connecticut
$1.36M -$24.5K -1,570 -2%
Two Sigma Investments
45
Two Sigma Investments
New York
$1.33M -$1.07M -68,435 -45%
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$1.27M -$540K -34,651 -30%
Goldman Sachs
47
Goldman Sachs
New York
$1.19M -$338K -21,677 -22%
Verition Fund Management
48
Verition Fund Management
Connecticut
$1.18M +$1.18M +75,490 New
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$1.11M – – –
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.03M -$15.8K -1,015 -2%
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