AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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193 hedge funds and large institutions have $1.53B invested in Avantax, Inc. Common Stock in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
63
Reduced
68
Closed
28
Calls
$5.64M
Puts
$4.53M
Net Calls
+$1.11M
Net Calls Change
+$1.36M

Top Buyers

1
PWAM
Park West Asset Management
California
$10M
2
Millennium Management
Millennium Management
New York
$10.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$22.4M
4
First Trust Advisors
First Trust Advisors
Illinois
$85.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$24.2M

Top Sellers

1
HCS
Harvest Capital Strategies
California
$0
2
Invesco
Invesco
Georgia
$8.69M
3
Morgan Stanley
Morgan Stanley
New York
$3.4M
4
CAM
ClariVest Asset Management
California
$3.78M
5
Vanguard Group
Vanguard Group
Pennsylvania
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
51
Panagora Asset Management
Massachusetts
$3.34M -$253K -7,569 -7%
PPA
52
Parametric Portfolio Associates
Washington
$3.28M -$96K -2,876 -3%
Natixis Advisors
53
Natixis Advisors
Massachusetts
$3.22M -$337K -10,105 -9%
AQR Capital Management
54
AQR Capital Management
Connecticut
$2.99M -$79.4K -2,379 -3%
TCIM
55
TIAA CREF Investment Management
New York
$2.95M -$101K -3,030 -3%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.77M +$100K +3,000 +4%
GF
57
Gabelli Funds
New York
$2.5M -$167K -5,000 -6%
ASRS
58
Arizona State Retirement System
Arizona
$2.48M +$16.3K +487 +0.7%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.43M -$54.1K -1,621 -2%
PA
60
Profund Advisors
Maryland
$2.27M +$446K +13,351 +24%
Assenagon Asset Management
61
Assenagon Asset Management
Luxembourg
$2.26M +$2.26M +67,692 New
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$2.19M -$174K -5,202 -7%
JIR
63
James Investment Research
Ohio
$2.04M -$26.9K -805 -1%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$2.02M +$288K +8,630 +17%
MERSOM
65
Municipal Employees' Retirement System of Michigan
Michigan
$1.89M +$13K +390 +0.7%
TRSOTSOK
66
Teachers Retirement System of the State of Kentucky
Kentucky
$1.88M – – –
Barclays
67
Barclays
United Kingdom
$1.79M +$667K +19,964 +59%
EMFAT
68
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.77M +$1.77M +53,089 New
MWNA
69
Marshall Wace North America
New York
$1.76M +$1.76M +52,804 New
Comerica Bank
70
Comerica Bank
Texas
$1.67M +$36.5K +1,052 +2%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$1.56M – – –
Citigroup
72
Citigroup
New York
$1.51M +$591K +17,715 +65%
Public Sector Pension Investment Board (PSP Investments)
73
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.47M +$76.8K +2,300 +6%
BIM
74
Bogle Investment Management
Massachusetts
$1.43M +$1.43M +42,891 New
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$1.27M -$20.2K -604 -2%
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