AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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162 hedge funds and large institutions have $510M invested in Avantax, Inc. Common Stock in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
49
Reduced
60
Closed
14
Calls
$895K
Puts
$706K
Net Calls
+$189K
Net Calls Change
+$657K

Top Buyers

1
AC
Armistice Capital
New York
$23.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
$12.7M
3
EWM
Empirical Wealth Management
Washington
$5.6M
4
VBA
Van Berkom & Associates
Quebec, Canada
$36.4M
5
Millennium Management
Millennium Management
New York
$3.66M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$19.3M
2
SCM
Simcoe Capital Management
New York
$0
3
Vanguard Group
Vanguard Group
Pennsylvania
$56.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$6.16M
5
TCM
Tygh Capital Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
51
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$973K – – –
EGM
52
Engineers Gate Manager
New York
$973K +$615K +53,897 +172%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$905K +$64K +5,606 +8%
AAMU
54
Amundi Asset Management US
Massachusetts
$898K – – –
First Trust Advisors
55
First Trust Advisors
Illinois
$872K +$267K +23,373 +44%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$839K – – –
BIM
57
Bogle Investment Management
Massachusetts
$811K -$653K -57,128 -45%
AIM
58
Aigen Investment Management
New York
$756K +$532K +46,606 +238%
CS
59
Credit Suisse
Switzerland
$736K +$289K +25,269 +65%
AllianceBernstein
60
AllianceBernstein
Tennessee
$735K -$50.1K -4,390 -6%
Canada Life
61
Canada Life
Manitoba, Canada
$678K -$39K -3,415 -5%
Wells Fargo
62
Wells Fargo
California
$663K -$592K -51,859 -47%
DTL
63
Dynamic Technology Lab
Singapore
$656K +$400K +35,048 +156%
Prudential Financial
64
Prudential Financial
New Jersey
$651K -$234K -20,504 -26%
Tudor Investment Corp
65
Tudor Investment Corp
Connecticut
$626K +$626K +54,825 New
Comerica Bank
66
Comerica Bank
Texas
$594K +$38.3K +3,277 +7%
AAS
67
Avantax Advisory Services
Texas
$592K +$15.8K +1,386 +3%
CSS
68
Cubist Systematic Strategies
Connecticut
$562K -$3.28K -287 -0.6%
Barclays
69
Barclays
United Kingdom
$543K +$31.2K +2,736 +6%
PRCP
70
Pacific Ridge Capital Partners
Oregon
$519K +$192K +16,820 +59%
Ensign Peak Advisors
71
Ensign Peak Advisors
Utah
$518K – – –
SOADOR
72
State of Alaska Department of Revenue
Alaska
$515K +$13.9K +1,220 +3%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$493K – – –
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$485K +$332K +29,048 +217%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$457K -$11K -968 -2%
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