AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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192 hedge funds and large institutions have $1.23B invested in Avantax, Inc. Common Stock in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-16
Holders Change %
-7.69%
% of All Funds
4.28%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
68
Reduced
59
Closed
50
Calls
$1.08M
Puts
$1.33M
Net Calls
-$244K
Net Calls Change
+$785K

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
$38.9M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
$20.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$176M
4
Vanguard Group
Vanguard Group
Pennsylvania
$135M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$30.1M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$2.59M
2
First Trust Advisors
First Trust Advisors
Illinois
$63.9M
3
HCS
Harvest Capital Strategies
California
$9.79M
4
Prudential Financial
Prudential Financial
New Jersey
$7.94M
5
Morgan Stanley
Morgan Stanley
New York
$8.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
51
AQR Capital Management
Connecticut
$2.45M -$410K -15,399 -14%
TCIM
52
TIAA CREF Investment Management
New York
$2.44M -$66.6K -2,501 -3%
GI
53
GAMCO Investors
Connecticut
$2.2M -$237K -8,900 -10%
GF
54
Gabelli Funds
New York
$2.13M – – –
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.13M +$53.3K +2,000 +3%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$2.07M +$586K +21,993 +40%
NPCM
57
North Peak Capital Management
New York
$2M +$2M +75,000 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.99M +$44.8K +1,681 +2%
LSC
59
Lyon Street Capital
California
$1.97M +$1.97M +73,900 New
ASRS
60
Arizona State Retirement System
Arizona
$1.97M +$127K +4,759 +7%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$1.89M +$904K +33,921 +92%
JIR
62
James Investment Research
Ohio
$1.65M -$816K -30,640 -33%
Canada Life
63
Canada Life
Manitoba, Canada
$1.55M +$75.1K +3,051 +5%
Federated Hermes
64
Federated Hermes
Pennsylvania
$1.55M +$198K +7,422 +15%
MERSOM
65
Municipal Employees' Retirement System of Michigan
Michigan
$1.5M +$1.5M +56,310 New
TRSOTSOK
66
Teachers Retirement System of the State of Kentucky
Kentucky
$1.5M +$168K +6,300 +13%
PI
67
PineBridge Investments
New York
$1.49M -$551K -20,672 -27%
USAA
68
United Services Automobile Association
Texas
$1.46M +$114K +4,278 +8%
PA
69
Profund Advisors
Maryland
$1.45M -$724K -27,180 -33%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$1.39M +$114K +4,292 +9%
Comerica Bank
71
Comerica Bank
Texas
$1.36M +$22.1K +763 +2%
GCP
72
GSA Capital Partners
United Kingdom
$1.35M +$1.08M +40,680 +402%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$1.24M -$147K -5,500 -11%
Nordea Investment Management
74
Nordea Investment Management
Sweden
$1.2M +$10.7K +400 +0.9%
LOAMU
75
Lombard Odier Asset Management (USA)
New York
$1.2M +$1.02M +38,463 +588%
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