AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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203 hedge funds and large institutions have $1.7B invested in Avantax, Inc. Common Stock in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
40
Increased
68
Reduced
67
Closed
20
Calls
$5.32M
Puts
$9.65M
Net Calls
-$4.33M
Net Calls Change
-$937K

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
+$29.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$19M
3
BlackRock
BlackRock
New York
+$16.9M
4
WG
Winton Group
United Kingdom
+$10.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$8.01M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$29.1M
2
PWAM
Park West Asset Management
California
-$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
-$17M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$14.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$1.91M +$20.8K +544 +1%
CS
77
Credit Suisse
Switzerland
$1.9M +$19K +515 +1%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$1.88M +$1.88M +50,851 New
BCM
79
BlueCrest Capital Management
Jersey
$1.83M +$1.83M +49,505 New
MERSOM
80
Municipal Employees' Retirement System of Michigan
Michigan
$1.82M -$69.9K -1,890 -4%
TRSOTSOK
81
Teachers Retirement System of the State of Kentucky
Kentucky
$1.78M +$62.9K +1,700 +4%
Citigroup
82
Citigroup
New York
$1.75M +$795K +21,473 +83%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$1.75M +$29.1K +786 +2%
UBS Group
84
UBS Group
Switzerland
$1.61M -$204K -5,525 -11%
EMFAT
85
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.57M +$1.57M +42,460 New
EGM
86
Engineers Gate Manager
New York
$1.51M +$1.51M +40,841 New
Millennium Management
87
Millennium Management
New York
$1.46M +$850K +22,984 +140%
Barclays
88
Barclays
United Kingdom
$1.42M +$265K +7,158 +23%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$1.4M -$370 -10 -0%
California Public Employees Retirement System
90
California Public Employees Retirement System
California
$1.35M -$651K -17,591 -32%
AIG
91
American International Group
New York
$1.34M +$290K +7,840 +28%
OA
92
Oak Associates
Ohio
$1.32M -$502K -13,570 -27%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.28M +$85.2K +2,303 +7%
CIC
94
Cornercap Investment Counsel
Georgia
$1.2M -$57.7K -1,560 -5%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$1.19M +$28.4K +769 +2%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$1.17M -$40.8K -1,101 -3%
TPSF
97
Texas Permanent School Fund
Texas
$1.12M -$22.2K -600 -2%
Public Sector Pension Investment Board (PSP Investments)
98
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.12M – – –
MSL
99
Mackay Shields LLC
New York
$1.06M -$215K -5,800 -17%
US Bancorp
100
US Bancorp
Minnesota
$1.03M -$16.3K -439 -2%
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4
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