AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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147 hedge funds and large institutions have $755M invested in Avantax, Inc. Common Stock in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
147
Holders Change
-7
Holders Change %
-4.55%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
34
Reduced
64
Closed
29
Calls
$219K
Puts
$2.77M
Net Calls
-$2.55M
Net Calls Change
-$3.71M

Top Buyers

1
ECM
1
Engine Capital Management
New York
$19.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$49.2M
3
NW
3
NewEdge Wealth
Pennsylvania
$19M
4
Millennium Management
4
Millennium Management
New York
$5.72M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$141M
2
NM
2
Newtyn Management
New York
$0
3
SCM
3
Simcoe Capital Management
New York
$28.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.85M
5
NSGL
5
No Street GP LP
California
$15.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GLA
26
Great Lakes Advisors
Illinois
$4.12M 184,077 +11,056 +6%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$4.1M 183,210 +38,232 +26%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
28
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.24M 144,800 -58,000 -29%
Norges Bank
29
Norges Bank
Norway
$3.23M 144,275 – –
Ameriprise
30
Ameriprise
Minnesota
$3.07M 137,344 -34,009 -20%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$2.89M 129,051 -146,800 -53%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$2.87M 128,123 -61,551 -32%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$2.79M 124,457 -7,499 -6%
Legal & General Group
34
Legal & General Group
United Kingdom
$2.59M 115,670 -7,792 -6%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$2.58M 115,285 -104,884 -48%
Federated Hermes
36
Federated Hermes
Pennsylvania
$2.26M 101,159 -25,212 -20%
Nomura Holdings
37
Nomura Holdings
Japan
$2.26M 101,159 +4,807 +5%
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$2.06M 91,993 -6,732 -7%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$2.03M 90,540 -15,229 -14%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.88M 83,905 -1,524 -2%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.73M 77,500 +700 +0.9%
AAS
42
Avantax Advisory Services
Texas
$1.72M 77,045 +25 +0%
GCP
43
GSA Capital Partners
United Kingdom
$1.63M 72,691 +62,701 +628%
AR
44
Advisory Research
Illinois
$1.62M 72,586 -116,650 -62%
WCM
45
Wedge Capital Management
North Carolina
$1.61M 72,118 +72,118 New
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$1.58M 70,514 +70,514 New
HF
47
HRT Financial
New York
$1.35M 60,379 +13,725 +29%
SEI Investments
48
SEI Investments
Pennsylvania
$1.22M 54,504 +5,570 +11%
UBS AM
49
UBS AM
Illinois
$1.19M 45,306 – –
Jane Street
50
Jane Street
New York
$1.14M 50,778 +50,778 New
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