AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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157 hedge funds and large institutions have $1.1B invested in Avantax, Inc. Common Stock in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
157
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
45
Reduced
66
Closed
16
Calls
$8.78M
Puts
$3.43M
Net Calls
+$5.35M
Net Calls Change
+$283K

Top Buyers

1
ECM
1
Engine Capital Management
New York
$60.5M
2
Invesco
2
Invesco
Georgia
$46.8M
3
Boston Partners
3
Boston Partners
Massachusetts
$15.2M
4
CM
4
Caption Management
Oklahoma
$6M
5
SCM
5
Simcoe Capital Management
New York
$43.7M

Top Sellers

1
WAM
1
Weiss Asset Management
Massachusetts
$0
2
NM
2
Newtyn Management
New York
$33.2M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$61.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$9.89M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$7.53M 294,993 -718 -0.2%
Millennium Management
27
Millennium Management
New York
$7.39M 289,457 +134,195 +86%
JAM
28
Jupiter Asset Management
United Kingdom
$7.17M 281,024 – –
Deutsche Bank
29
Deutsche Bank
Germany
$7.02M 274,978 +3,467 +1%
CM
30
Caption Management
Oklahoma
$6M 235,200 +235,200 New
Ameriprise
31
Ameriprise
Minnesota
$5.34M 209,064 -7,164 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
32
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.26M 206,100 -45,800 -18%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$5.24M 205,251 -15,400 -7%
KIM
34
Kestrel Investment Management
California
$4.72M 184,750 -5,900 -3%
AR
35
Advisory Research
Illinois
$4.52M 177,105 -8,913 -5%
Legal & General Group
36
Legal & General Group
United Kingdom
$3.6M 140,960 +4,864 +4%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$3.52M 137,800 -6,554 -5%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$3.48M 136,136 -844 -0.6%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$3.05M 119,556 -13,546 -10%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$2.81M 110,195 -400 -0.4%
Swiss National Bank
41
Swiss National Bank
Switzerland
$2.65M 103,700 +2,900 +3%
Federated Hermes
42
Federated Hermes
Pennsylvania
$2.48M 97,126 -41,096 -30%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.23M 87,463 -37 -0%
Goldman Sachs
44
Goldman Sachs
New York
$2.16M 84,469 -113,714 -57%
Two Sigma Investments
45
Two Sigma Investments
New York
$2.1M 82,346 +55,836 +211%
EGI
46
EAM Global Investors
California
$2.1M 82,133 -22,493 -21%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$2.06M 80,600 +80,600 New
AAS
48
Avantax Advisory Services
Texas
$1.84M 72,062 -250 -0.3%
AG
49
Algert Global
California
$1.63M 63,992 -940 -1%
Canada Life
50
Canada Life
Manitoba, Canada
$1.63M 63,709 +4,729 +8%
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