AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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156 hedge funds and large institutions have $857M invested in Avantax, Inc. Common Stock in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 43 reducing their positions, and 18 closing their positions.

Holders
156
Holders Change
+7
Holders Change %
+4.7%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
25
Increased
62
Reduced
43
Closed
18
Calls
$6.7M
Puts
$1.64M
Net Calls
+$5.07M
Net Calls Change
+$3.64M

Top Buyers

1
SCM
1
Simcoe Capital Management
New York
$30M
2
PCM
2
Portolan Capital Management
Massachusetts
$7.73M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$101M
4
VC
4
Voss Capital
Texas
$2.5M
5
JAM
5
Jupiter Asset Management
United Kingdom
$5.44M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$9.34M
2
GGPE
2
Golden Gate Private Equity
California
$2.05M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$50M
4
ECM
4
Engine Capital Management
New York
$34.6M
5
WAM
5
Weiss Asset Management
Massachusetts
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$5.73M 296,456 -403 -0.1%
RCAMU
27
Rothschild & Co Asset Management US
Connecticut
$5.72M 295,711 +20,426 +7%
JAM
28
Jupiter Asset Management
United Kingdom
$5.44M 281,024 +122,424 +77%
Deutsche Bank
29
Deutsche Bank
Germany
$5.25M 271,511 -4,726 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
30
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.87M 251,900 +25,800 +11%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$4.27M 220,651 -55,600 -20%
Ameriprise
32
Ameriprise
Minnesota
$4.18M 216,228 +21,886 +11%
Goldman Sachs
33
Goldman Sachs
New York
$3.83M 198,183 +113,127 +133%
KIM
34
Kestrel Investment Management
California
$3.69M 190,650 -5,200 -3%
AR
35
Advisory Research
Illinois
$3.6M 186,018 +73,033 +65%
Millennium Management
36
Millennium Management
New York
$3M 155,262 +104,602 +206%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$2.79M 144,354 -3,127 -2%
Federated Hermes
38
Federated Hermes
Pennsylvania
$2.67M 138,222 +24,120 +21%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$2.65M 136,980 +9,496 +7%
Legal & General Group
40
Legal & General Group
United Kingdom
$2.63M 136,096 +1,584 +1%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$2.58M 133,102 -95,896 -42%
VC
42
Voss Capital
Texas
$2.5M 129,013 +129,013 New
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$2.14M 110,595 -320 -0.3%
GGPE
44
Golden Gate Private Equity
California
$2.05M 106,080 -645,705 -86%
EGI
45
EAM Global Investors
California
$2.02M 104,626 +104,626 New
Boston Partners
46
Boston Partners
Massachusetts
$1.96M 101,216 -50,664 -33%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.95M 100,800 -2,300 -2%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.69M 87,500 +37 +0%
AAS
49
Avantax Advisory Services
Texas
$1.4M 72,312 +335 +0.5%
EI
50
EAM Investors
California
$1.38M 71,348 +71,348 New
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