AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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151 hedge funds and large institutions have $784M invested in Avantax, Inc. Common Stock in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
42
Reduced
58
Closed
14
Calls
$12.3M
Puts
$14.7M
Net Calls
-$2.45M
Net Calls Change
-$1.68M

Top Buyers

1
HPC
1
Hill Path Capital
New York
$40.1M
2
ECM
2
Engine Capital Management
New York
$11.9M
3
NM
3
Newtyn Management
New York
$10.4M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$6.13M
5
BlackRock
5
BlackRock
New York
$136M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$46M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$19.2M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$20.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$5.76M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$5.76M -$4.42M -255,224 -43%
Principal Financial Group
27
Principal Financial Group
Iowa
$5.62M -$137K -7,912 -2%
Deutsche Bank
28
Deutsche Bank
Germany
$5.23M +$890K +51,377 +21%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$4.66M +$177K +10,194 +4%
WMSA
30
Weiss Multi-Strategy Advisers
New York
$4.31M -$2.35M -135,892 -35%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$3.92M +$74.5K +4,300 +2%
Morgan Stanley
32
Morgan Stanley
New York
$3.78M -$450K -25,954 -11%
KIM
33
Kestrel Investment Management
California
$3.62M -$50.2K -2,900 -1%
Ameriprise
34
Ameriprise
Minnesota
$3.48M -$49.4K -2,853 -1%
Millennium Management
35
Millennium Management
New York
$3.04M +$87.6K +5,056 +3%
Boston Partners
36
Boston Partners
Massachusetts
$2.65M +$424K +24,457 +19%
Legal & General Group
37
Legal & General Group
United Kingdom
$2.4M +$66K +3,809 +3%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$2.3M -$7K -404 -0.3%
PPA
39
Parametric Portfolio Associates
Washington
$2.2M +$306K +17,665 +16%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$1.95M -$17.3K -1,000 -0.9%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.84M – – –
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.72M -$677K -39,057 -28%
WAM
43
Weiss Asset Management
Massachusetts
$1.64M +$1.64M +94,690 New
RCAMU
44
Rothschild & Co Asset Management US
Connecticut
$1.44M -$69.6K -4,020 -5%
Federated Hermes
45
Federated Hermes
Pennsylvania
$1.43M +$1.43M +82,296 New
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$1.41M +$1.18K +68 +0.1%
Bank of America
47
Bank of America
North Carolina
$1.35M +$374K +21,573 +38%
Verition Fund Management
48
Verition Fund Management
Connecticut
$1.34M +$27.5K +1,589 +2%
Goldman Sachs
49
Goldman Sachs
New York
$1.25M -$75.7K -4,371 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.2M +$1.2M +69,000 New
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