AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.87B invested in Avantax, Inc. Common Stock in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
81
Reduced
54
Closed
29
Calls
$5.38M
Puts
$6.41M
Net Calls
-$1.03M
Net Calls Change
+$3.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$20M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$18.5M
4
Morgan Stanley
Morgan Stanley
New York
+$14.6M
5
BlackRock
BlackRock
New York
+$13.5M

Top Sellers

1
PWAM
Park West Asset Management
California
-$20.4M
2
Man Group
Man Group
United Kingdom
-$12.9M
3
WG
Winton Group
United Kingdom
-$11.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.7M
5
CAM
ClariVest Asset Management
California
-$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
51
GAMCO Investors
Connecticut
$3.68M -$745K -18,500 -17%
PA
52
Profund Advisors
Maryland
$3.29M +$495K +12,289 +18%
GF
53
Gabelli Funds
New York
$3.22M – – –
BCM
54
Bridgeway Capital Management
Texas
$3.14M -$3.77M -93,600 -55%
Swiss National Bank
55
Swiss National Bank
Switzerland
$3.14M – – –
SG Americas Securities
56
SG Americas Securities
New York
$3.12M +$2.21M +55,005 +246%
Marshall Wace
57
Marshall Wace
United Kingdom
$3.11M +$3.11M +77,164 New
PI
58
PineBridge Investments
New York
$3.08M +$339K +8,410 +12%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.93M +$39.7K +987 +1%
ASRS
60
Arizona State Retirement System
Arizona
$2.78M +$29.3K +729 +1%
RJA
61
Raymond James & Associates
Florida
$2.67M +$2.26M +56,113 +555%
Barclays
62
Barclays
United Kingdom
$2.65M +$1.1M +27,393 +71%
Two Sigma Investments
63
Two Sigma Investments
New York
$2.41M -$6.3M -156,424 -72%
Squarepoint
64
Squarepoint
New York
$2.41M -$2.34M -58,097 -49%
Canada Life
65
Canada Life
Manitoba, Canada
$2.4M – – –
Two Sigma Advisers
66
Two Sigma Advisers
New York
$2.38M +$334K +8,300 +16%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$2.29M +$2.16M +53,725 +1,731%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$2.23M -$4.36M -108,747 -66%
CCM
69
Cadence Capital Management
Massachusetts
$2.2M -$333K -8,267 -13%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$2.1M – – –
USAA
71
United Services Automobile Association
Texas
$2.04M -$2.02M -50,123 -50%
Federated Hermes
72
Federated Hermes
Pennsylvania
$2.04M -$50.8K -1,262 -2%
TRSOTSOK
73
Teachers Retirement System of the State of Kentucky
Kentucky
$2.01M +$72.8K +1,809 +4%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$1.92M +$15.5K +386 +0.8%
Nordea Investment Management
75
Nordea Investment Management
Sweden
$1.8M -$4.12M -102,200 -70%
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