AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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149 hedge funds and large institutions have $829M invested in Avantax, Inc. Common Stock in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-6
Holders Change %
-3.87%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
34
Reduced
67
Closed
19
Calls
$3.84M
Puts
$2.41M
Net Calls
+$1.43M
Net Calls Change
-$1.1M

Top Buyers

1
NSGL
1
No Street GP LP
California
$18.5M
2
Invesco
2
Invesco
Georgia
$23.5M
3
PCP
3
P2 Capital Partners
New York
$42.5M
4
WAM
4
Weiss Asset Management
Massachusetts
$18M
5
ECM
5
Engine Capital Management
New York
$40.8M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$56M
2
ACM
2
Archon Capital Management
Washington
$1.04M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$11.6M
4
P2P
4
Phase 2 Partners
California
$0
5
BlackRock
5
BlackRock
New York
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$5.1M 276,251 -101,200 -27%
Deutsche Bank
27
Deutsche Bank
Germany
$5.1M 276,237 -3,604 -1%
RCAMU
28
Rothschild & Co Asset Management US
Connecticut
$5.08M 275,285 +2,969 +1%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$4.23M 228,998 +3,124 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
30
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.17M 226,100 +74,700 +49%
KIM
31
Kestrel Investment Management
California
$3.62M 195,850 -9,400 -5%
Ameriprise
32
Ameriprise
Minnesota
$3.59M 194,342 -5,375 -3%
JAM
33
Jupiter Asset Management
United Kingdom
$2.93M 158,600 +158,600 New
Boston Partners
34
Boston Partners
Massachusetts
$2.8M 151,880 -70,448 -32%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$2.72M 147,481 -259,918 -64%
Legal & General Group
36
Legal & General Group
United Kingdom
$2.48M 134,512 -2,652 -2%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$2.35M 127,484 -3,965 -3%
ERSOT
38
Employees Retirement System of Texas
Texas
$2.29M 124,000 – –
Federated Hermes
39
Federated Hermes
Pennsylvania
$2.11M 114,102 -1,124 -1%
AR
40
Advisory Research
Illinois
$2.09M 112,985 +112,985 New
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$2.05M 110,915 -2,000 -2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.9M 103,100 -12,100 -11%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.62M 87,463 -3,471 -4%
Goldman Sachs
44
Goldman Sachs
New York
$1.57M 85,056 -43,061 -34%
AAS
45
Avantax Advisory Services
Texas
$1.33M 71,977 +12,638 +21%
CM
46
CastleKnight Management
New York
$1.22M 66,235 – –
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$1.19M 64,518 -2,181 -3%
AG
48
Algert Global
California
$1.13M 61,030 +61,030 New
CS
49
Credit Suisse
Switzerland
$1.08M 58,709 -2,173 -4%
SEI Investments
50
SEI Investments
Pennsylvania
$1.08M 58,386 +7,867 +16%
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