AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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203 hedge funds and large institutions have $1.4B invested in Avantax, Inc. Common Stock in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
4.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
73
Reduced
67
Closed
19
Calls
$1.18M
Puts
$697K
Net Calls
+$484K
Net Calls Change
-$627K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$11.6M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$7.21M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41.7M
4
BlackRock
BlackRock
New York
$216M
5
Invesco
Invesco
Georgia
$13.7M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$16.4M
2
PWAM
Park West Asset Management
California
$1.43M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$17.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$17M
5
Goldman Sachs
Goldman Sachs
New York
$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
51
Squarepoint
New York
$2.78M +$2.58M +85,052 +1,326%
Prudential Financial
52
Prudential Financial
New Jersey
$2.75M -$1.41M -46,550 -34%
Swiss National Bank
53
Swiss National Bank
Switzerland
$2.72M +$194K +6,400 +8%
MWNA
54
Marshall Wace North America
New York
$2.48M +$878K +28,926 +55%
PPA
55
Parametric Portfolio Associates
Washington
$2.43M -$554K -18,254 -19%
BIM
56
Bogle Investment Management
Massachusetts
$2.41M +$1.1M +36,332 +85%
JIR
57
James Investment Research
Ohio
$2.3M +$444K +14,620 +24%
ASRS
58
Arizona State Retirement System
Arizona
$2.28M +$21.4K +703 +0.9%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.25M +$35.6K +1,172 +2%
GF
60
Gabelli Funds
New York
$2.16M -$121K -4,000 -5%
Barclays
61
Barclays
United Kingdom
$2.11M +$481K +15,849 +30%
SCM
62
Simcoe Capital Management
New York
$2.01M +$2.01M +66,086 New
Canada Life
63
Canada Life
Manitoba, Canada
$1.99M +$1.99M +65,520 New
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$1.97M -$27.3K -900 -1%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$1.95M +$114K +3,747 +6%
PA
66
Profund Advisors
Maryland
$1.86M -$200K -6,599 -10%
DTL
67
Dynamic Technology Lab
Singapore
$1.8M +$1.56M +51,377 +646%
AQR Capital Management
68
AQR Capital Management
Connecticut
$1.79M -$927K -30,503 -34%
TRSOTSOK
69
Teachers Retirement System of the State of Kentucky
Kentucky
$1.76M +$45.8K +1,509 +3%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$1.63M +$1.44M +47,310 +751%
EMFAT
71
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.6M -$11.8K -387 -0.7%
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$1.53M -$2.24M -73,621 -59%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$1.51M +$88.1K +2,900 +6%
PWAM
74
Park West Asset Management
California
$1.43M -$7.69M -253,082 -84%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$1.42M +$708K +23,295 +99%
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