AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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155 hedge funds and large institutions have $877M invested in Avantax, Inc. Common Stock in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
16
Increased
45
Reduced
63
Closed
12
Calls
$8.09M
Puts
$5.56M
Net Calls
+$2.53M
Net Calls Change
+$4.98M

Top Buyers

1
ECM
1
Engine Capital Management
New York
$35.2M
2
NM
2
Newtyn Management
New York
$29.3M
3
WAM
3
Weiss Asset Management
Massachusetts
$10.4M
4
P2P
4
Phase 2 Partners
California
$7.35M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.83M

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$4.92M
2
PCP
2
P2 Capital Partners
New York
$35.2M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$67.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$791K
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$6.3M -$48.2K -2,468 -0.8%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$6.13M -$3.79M -193,868 -38%
Two Sigma Investments
28
Two Sigma Investments
New York
$5.83M +$4.97M +254,103 +577%
Deutsche Bank
29
Deutsche Bank
Germany
$5.47M -$428K -21,882 -7%
RCAMU
30
Rothschild & Co Asset Management US
Connecticut
$5.32M +$3.7M +189,447 +229%
AA
31
Ancora Advisors
Ohio
$4.92M -$28.1M -1,437,460 -85%
Morgan Stanley
32
Morgan Stanley
New York
$4.48M +$218K +11,143 +5%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$4.42M -$848K -43,380 -16%
Boston Partners
34
Boston Partners
Massachusetts
$4.35M +$1.36M +69,331 +45%
WMSA
35
Weiss Multi-Strategy Advisers
New York
$4.13M -$731K -37,393 -15%
KIM
36
Kestrel Investment Management
California
$4.01M -$72.3K -3,700 -2%
Ameriprise
37
Ameriprise
Minnesota
$3.9M -$23.6K -1,205 -0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
38
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.96M +$2.96M +151,400 New
Legal & General Group
39
Legal & General Group
United Kingdom
$2.68M -$22.5K -1,152 -0.8%
PPA
40
Parametric Portfolio Associates
Washington
$2.63M +$151K +7,717 +6%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.57M -$27.3K -1,394 -1%
Goldman Sachs
42
Goldman Sachs
New York
$2.5M +$1.09M +55,877 +77%
ERSOT
43
Employees Retirement System of Texas
Texas
$2.42M +$1.21M +62,000 +100%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.25M +$176K +9,000 +8%
Federated Hermes
45
Federated Hermes
Pennsylvania
$2.25M +$644K +32,930 +40%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$2.21M +$1.96K +100 +0.1%
EGM
47
Engineers Gate Manager
New York
$2.13M +$1.73M +88,591 +436%
Millennium Management
48
Millennium Management
New York
$2.08M -$1.36M -69,477 -40%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.78M -$159K -8,120 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.67M +$323K +16,500 +24%
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