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AVTA

Avantax, Inc. Common Stock
AVTA

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

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

69% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $697K

5% more funds holding

Funds holding: 193 → 203 (+10)

9% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 67

8% less capital invested

Capital invested by funds: $1.53B → $1.4B (-$129M)

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
4.41%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.21M
2
N
Nuveen
North Carolina
+$7.81M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$7.23M
4
BlackRock
BlackRock
New York
+$6.32M
5
Invesco
Invesco
Georgia
+$6.26M

Top Sellers

Rank Fund Capital Flow
1
VNIM
Vaughan Nelson Investment Management
Texas
-$24.7M
2
PWAM
Park West Asset Management
California
-$8.33M
3
GT
Glenmede Trust
Pennsylvania
-$6.17M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.14M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
51
Squarepoint
New York
$2.78M +$2.8M +85,052 +1,326%
Prudential Financial
52
Prudential Financial
New Jersey
$2.75M -$1.53M -46,550 -34%
Swiss National Bank
53
Swiss National Bank
Switzerland
$2.71M +$211K +6,400 +8%
MWNA
54
Marshall Wace North America
New York
$2.48M +$952K +28,926 +55%
PPA
55
Parametric Portfolio Associates
Washington
$2.43M -$601K -18,254 -19%
BIM
56
Bogle Investment Management
Massachusetts
$2.41M +$1.2M +36,332 +85%
JIR
57
James Investment Research
Ohio
$2.3M +$481K +14,620 +24%
ASRS
58
Arizona State Retirement System
Arizona
$2.28M +$23.1K +703 +0.9%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.25M +$38.6K +1,172 +2%
GF
60
Gabelli Funds
New York
$2.16M -$132K -4,000 -5%
Barclays
61
Barclays
United Kingdom
$2.11M +$522K +15,849 +30%
SCM
62
Simcoe Capital Management
New York
$2.01M +$2.17M +66,086 New
Canada Life
63
Canada Life
Manitoba, Canada
$1.99M +$2.16M +65,520 New
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$1.97M -$29.6K -900 -1%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$1.95M +$123K +3,747 +6%
PA
66
Profund Advisors
Maryland
$1.86M -$217K -6,599 -10%
DTL
67
Dynamic Technology Lab
Singapore
$1.8M +$1.69M +51,377 +646%
AQR Capital Management
68
AQR Capital Management
Connecticut
$1.79M -$1M -30,503 -34%
TRSOTSOK
69
Teachers Retirement System of the State of Kentucky
Kentucky
$1.75M +$49.7K +1,509 +3%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$1.63M +$1.56M +47,310 +751%
EMFAT
71
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.6M -$12.7K -387 -0.7%
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$1.53M -$2.42M -73,621 -59%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$1.51M +$95.4K +2,900 +6%
PWAM
74
Park West Asset Management
California
$1.43M -$8.33M -253,082 -84%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$1.42M +$767K +23,295 +99%
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AVTA Hedge Fund Activity: Q2 2019 in Review

203 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2019, worth a combined $1.4B — down 8.4% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AVTA positions and 19 closed out — a net gain of 14 holders — while 73 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.21M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $24.7M.

  • 203 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q2 2019, up from 193 in Q1 2019.
  • Funds reported $1.4B of Avantax, Inc. Common Stock stock for Q2 2019, down 8.4% quarter-over-quarter.
  • 33 funds opened new Avantax, Inc. Common Stock positions in Q2 2019 and 19 closed out, a net change of +14 holders.
  • The largest Avantax, Inc. Common Stock buyer in Q2 2019 was Morgan Stanley, an estimated $9.21M added.
  • The largest Avantax, Inc. Common Stock seller in Q2 2019 was Vaughan Nelson Investment Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2019.