AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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154 hedge funds and large institutions have $947M invested in Avantax, Inc. Common Stock in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
29
Increased
34
Reduced
64
Closed
30
Calls
$7.66M
Puts
$6.5M
Net Calls
+$1.16M
Net Calls Change
-$4.19M

Top Buyers

1
NW
1
NewEdge Wealth
Pennsylvania
$11.6M
2
Invesco
2
Invesco
Georgia
$56.2M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.41M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$19.5M
5
GLA
5
Great Lakes Advisors
Illinois
$4.55M

Top Sellers

1
ECM
1
Engine Capital Management
New York
$13K
2
HPC
2
Hill Path Capital
New York
$0
3
NM
3
Newtyn Management
New York
$10.5M
4
BlackRock
4
BlackRock
New York
$180M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
26
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.34M -$86.9K -3,300 -2%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$4.99M +$1.37M +51,874 +38%
AR
28
Advisory Research
Illinois
$4.98M +$319K +12,131 +7%
GLA
29
Great Lakes Advisors
Illinois
$4.55M +$4.55M +173,021 New
Ameriprise
30
Ameriprise
Minnesota
$4.51M -$993K -37,711 -18%
CM
31
Caption Management
Oklahoma
$4.27M -$1.92M -72,891 -31%
Two Sigma Investments
32
Two Sigma Investments
New York
$4.27M +$2.1M +79,876 +97%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$4.15M +$4.15M +157,733 New
Prudential Financial
34
Prudential Financial
New Jersey
$3.86M +$2.59M +98,443 +204%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$3.82M -$12.8M -487,075 -77%
Norges Bank
36
Norges Bank
Norway
$3.8M -$6.86M -260,665 -64%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.47M -$110K -4,180 -3%
Federated Hermes
38
Federated Hermes
Pennsylvania
$3.33M +$770K +29,245 +30%
Legal & General Group
39
Legal & General Group
United Kingdom
$3.25M -$461K -17,498 -12%
Goldman Sachs
40
Goldman Sachs
New York
$2.89M +$669K +25,399 +30%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$2.78M -$363K -13,787 -12%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$2.6M -$302K -11,470 -10%
Nomura Holdings
43
Nomura Holdings
Japan
$2.54M +$2.54M +96,352 New
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.25M -$53.5K -2,034 -2%
State of New Jersey Common Pension Fund D
45
State of New Jersey Common Pension Fund D
New Jersey
$2.09M +$2.09M +79,340 New
AAS
46
Avantax Advisory Services
Texas
$2.03M +$130K +4,958 +7%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.02M -$708K -26,900 -26%
Teacher Retirement System of Texas
48
Teacher Retirement System of Texas
Texas
$1.59M +$1.23M +46,618 +339%
MHP
49
Manatuck Hill Partners
Connecticut
$1.58M +$1.58M +60,000 New
Bank of America
50
Bank of America
North Carolina
$1.4M +$324K +12,312 +30%
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