AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

203 hedge funds and large institutions have $1.7B invested in Avantax, Inc. Common Stock in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
40
Increased
68
Reduced
67
Closed
20
Calls
$5.32M
Puts
$9.65M
Net Calls
-$4.33M
Net Calls Change
-$937K

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
+$29.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$19M
3
BlackRock
BlackRock
New York
+$16.9M
4
WG
Winton Group
United Kingdom
+$10.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$8.01M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$29.1M
2
PWAM
Park West Asset Management
California
-$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
-$17M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$14.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
GXMC
51
Global X Management Company
New York
$4.22M +$2.31M +62,413 +121%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$4.18M +$132K +3,569 +3%
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.09M +$217K +5,870 +6%
GI
54
GAMCO Investors
Connecticut
$4.07M -$481K -13,000 -11%
Legal & General Group
55
Legal & General Group
United Kingdom
$3.83M +$243K +6,560 +7%
TCIM
56
TIAA CREF Investment Management
New York
$3.76M -$142K -3,850 -4%
USAA
57
United Services Automobile Association
Texas
$3.73M +$1.42M +38,392 +62%
AllianceBernstein
58
AllianceBernstein
Tennessee
$3.66M +$502K +13,570 +16%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$3.63M +$3.63M +98,079 New
JIR
60
James Investment Research
Ohio
$3.37M -$3.06M -82,744 -48%
TA
61
Teachers Advisors
New York
$3.25M +$303K +8,188 +10%
GF
62
Gabelli Funds
New York
$2.96M -$185K -5,000 -6%
EI
63
EAM Investors
California
$2.94M +$2.94M +79,478 New
Swiss National Bank
64
Swiss National Bank
Switzerland
$2.89M +$133K +3,600 +5%
TCM
65
Timpani Capital Management
Wisconsin
$2.81M +$361K +9,763 +15%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$2.66M +$161K +4,345 +6%
PA
67
Profund Advisors
Maryland
$2.57M +$204K +5,507 +9%
ASRS
68
Arizona State Retirement System
Arizona
$2.53M -$198K -5,347 -7%
PI
69
PineBridge Investments
New York
$2.52M -$651K -17,599 -21%
CCM
70
Cadence Capital Management
Massachusetts
$2.33M -$923K -24,954 -28%
OAM
71
Oxford Asset Management
United Kingdom
$2.27M +$1.21M +32,721 +114%
MAM
72
Martingale Asset Management
Massachusetts
$2.21M -$3.59M -97,018 -62%
Canada Life
73
Canada Life
Manitoba, Canada
$2.21M -$107K -2,908 -5%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$1.93M +$203K +5,500 +12%
Federated Hermes
75
Federated Hermes
Pennsylvania
$1.92M -$112K -3,024 -6%
1 2
3
4 5