AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

168 hedge funds and large institutions have $1.22B invested in Avantax, Inc. Common Stock in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-13
Holders Change %
-7.18%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
28
Increased
56
Reduced
63
Closed
34
Calls
$1.48M
Puts
$907K
Net Calls
+$570K
Net Calls Change
+$918K

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$26.7M
2
SCM
Simcoe Capital Management
New York
+$24.8M
3
ClearBridge Investments
ClearBridge Investments
New York
+$7.85M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$5.99M
5
RCM
Red Cedar Management
Utah
+$5.62M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$10.1M
3
MWNA
Marshall Wace North America
New York
-$7.52M
4
HF
HRT Financial
New York
-$5.66M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$4.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$2.18M +$522K +19,950 +31%
Barclays
52
Barclays
United Kingdom
$2.11M +$236K +9,026 +13%
Prudential Financial
53
Prudential Financial
New Jersey
$2.05M -$299K -11,420 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
54
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2M +$2M +76,600 New
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$1.94M -$16.9K -645 -0.9%
UBS Group
56
UBS Group
Switzerland
$1.85M +$868K +33,219 +88%
AllianceBernstein
57
AllianceBernstein
Tennessee
$1.8M -$2.35M -89,775 -57%
Citigroup
58
Citigroup
New York
$1.66M +$329K +12,593 +25%
American Century Companies
59
American Century Companies
Missouri
$1.57M -$4.62M -176,680 -75%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$1.56M -$133K -5,091 -8%
Canada Life
61
Canada Life
Manitoba, Canada
$1.52M +$1.52M +58,735 New
TRSOTSOK
62
Teachers Retirement System of the State of Kentucky
Kentucky
$1.47M -$36.6K -1,400 -2%
Squarepoint
63
Squarepoint
New York
$1.44M -$4.6M -175,922 -76%
Two Sigma Investments
64
Two Sigma Investments
New York
$1.3M +$816K +31,209 +169%
Walleye Trading
65
Walleye Trading
New York
$1.24M +$1.24M +47,300 New
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$1.19M +$1.19M +45,338 New
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$1.13M -$544K -20,830 -33%
Comerica Bank
68
Comerica Bank
Texas
$1.08M +$5.32K +228 +0.5%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$1.03M +$27.8K +1,065 +3%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$1.02M +$6.72K +257 +0.7%
UBS AM
71
UBS AM
Illinois
$1.01M +$103K +3,940 +11%
CAM
72
ClariVest Asset Management
California
$997K -$674K -25,768 -40%
Allianz Asset Management
73
Allianz Asset Management
Germany
$994K -$4.85M -185,682 -83%
SOADOR
74
State of Alaska Department of Revenue
Alaska
$965K -$11.4K -437 -1%
AIG
75
American International Group
New York
$919K -$15.5K -592 -2%
1 2
3
4 5