AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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181 hedge funds and large institutions have $996M invested in Avantax, Inc. Common Stock in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-22
Holders Change %
-10.84%
% of All Funds
3.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
73
Reduced
54
Closed
47
Calls
$73K
Puts
$421K
Net Calls
-$348K
Net Calls Change
-$832K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$16M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$20.2M
3
Citadel Advisors
Citadel Advisors
Florida
$10.1M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
$23.7M
5
Morgan Stanley
Morgan Stanley
New York
$14M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$804K
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Millennium Management
Millennium Management
New York
$1.14M
4
OAM
Oberweis Asset Management
Illinois
$364K
5
BIM
Bogle Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
51
Cubist Systematic Strategies
Connecticut
$2.07M +$1.67M +77,333 +419%
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.97M +$30.3K +1,400 +2%
Prudential Financial
53
Prudential Financial
New Jersey
$1.94M -$13.2K -612 -0.7%
RCM
54
Red Cedar Management
Utah
$1.84M +$1.84M +85,000 New
LCM
55
Landscape Capital Management
New Jersey
$1.79M +$1.79M +82,508 New
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.62M +$19.4K +895 +1%
Barclays
57
Barclays
United Kingdom
$1.55M +$47K +2,173 +3%
GF
58
Gabelli Funds
New York
$1.49M -$43.3K -2,000 -3%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$1.41M +$558K +25,800 +65%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$1.4M +$4.46K +206 +0.3%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$1.39M +$312K +14,430 +29%
CAM
62
ClariVest Asset Management
California
$1.38M -$1.05M -48,403 -43%
PPA
63
Parametric Portfolio Associates
Washington
$1.37M -$359K -16,565 -21%
TEE
64
Tibra Equities Europe
United Kingdom
$1.27M +$1.27M +58,700 New
TRSOTSOK
65
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M – – –
ASRS
66
Arizona State Retirement System
Arizona
$1.24M -$383K -17,688 -24%
Millennium Management
67
Millennium Management
New York
$1.14M -$5.56M -256,894 -83%
Citigroup
68
Citigroup
New York
$1.1M +$453K +20,936 +70%
BPM
69
Bowling Portfolio Management
Ohio
$1.08M +$1.08M +50,098 New
AWE
70
Avidian Wealth Enterprises
Texas
$1.06M +$406K +18,731 +62%
PI
71
PineBridge Investments
New York
$1.02M +$185K +8,552 +22%
Comerica Bank
72
Comerica Bank
Texas
$981K +$3.59K +168 +0.4%
ARTA
73
A.R.T. Advisors
New York
$945K +$762K +35,200 +416%
JG
74
Jefferies Group
New York
$924K +$621K +28,709 +205%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$892K -$122K -5,650 -12%
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