AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

154 hedge funds and large institutions have $947M invested in Avantax, Inc. Common Stock in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
29
Increased
34
Reduced
64
Closed
30
Calls
$7.66M
Puts
$6.5M
Net Calls
+$1.16M
Net Calls Change
-$4.19M

Top Buyers

1
NW
1
NewEdge Wealth
Pennsylvania
$11.6M
2
Invesco
2
Invesco
Georgia
$56.2M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.41M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$19.5M
5
GLA
5
Great Lakes Advisors
Illinois
$4.55M

Top Sellers

1
ECM
1
Engine Capital Management
New York
$13K
2
HPC
2
Hill Path Capital
New York
$0
3
NM
3
Newtyn Management
New York
$10.5M
4
BlackRock
4
BlackRock
New York
$180M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
51
Canada Life
Manitoba, Canada
$1.38M -$300K -11,403 -18%
AllianceBernstein
52
AllianceBernstein
Tennessee
$1.31M -$47.8K -1,817 -4%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.29M -$194K -7,389 -13%
SEI Investments
54
SEI Investments
Pennsylvania
$1.29M -$294K -11,172 -19%
HF
55
HRT Financial
New York
$1.23M -$191K -7,260 -13%
UBS AM
56
UBS AM
Illinois
$1.19M +$1.19M +45,306 New
COPPSERS
57
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.11M -$239K -9,094 -18%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$1.04M -$254K -9,664 -20%
Millennium Management
59
Millennium Management
New York
$1.03M -$6.59M -250,365 -86%
PRCP
60
Pacific Ridge Capital Partners
Oregon
$984K -$5.79K -220 -0.6%
AFG
61
Atomi Financial Group
New York
$982K +$982K +37,296 New
CS
62
Credit Suisse
Switzerland
$969K +$237 +9 +0%
TPSF
63
Texas Permanent School Fund
Texas
$940K +$92.4K +3,511 +11%
EC
64
EJF Capital
Virginia
$895K +$895K +34,000 New
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$874K +$524K +19,892 +149%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$838K +$10.2K +387 +1%
VI
67
Versor Investments
New York
$790K +$790K +30,000 New
SG Americas Securities
68
SG Americas Securities
New York
$769K +$769K +29,228 New
Man Group
69
Man Group
United Kingdom
$722K – – –
SOADOR
70
State of Alaska Department of Revenue
Alaska
$717K -$160K -6,081 -18%
AIG
71
American International Group
New York
$671K -$10.5K -398 -2%
MIM
72
MetLife Investment Management
New Jersey
$663K – – –
YCM
73
Yousif Capital Management
Michigan
$663K -$202K -7,680 -23%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$658K -$281K -10,700 -30%
Citigroup
75
Citigroup
New York
$655K -$210K -7,986 -24%
1 2
3
4 5