AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.87B invested in Avantax, Inc. Common Stock in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
81
Reduced
54
Closed
29
Calls
$5.38M
Puts
$6.41M
Net Calls
-$1.03M
Net Calls Change
+$3.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$20M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$18.5M
4
Morgan Stanley
Morgan Stanley
New York
+$14.6M
5
BlackRock
BlackRock
New York
+$13.5M

Top Sellers

1
PWAM
Park West Asset Management
California
-$20.4M
2
Man Group
Man Group
United Kingdom
-$12.9M
3
WG
Winton Group
United Kingdom
-$11.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.7M
5
CAM
ClariVest Asset Management
California
-$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMFAT
76
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.71M – – –
Citadel Advisors
77
Citadel Advisors
Florida
$1.67M +$1.38M +34,198 +478%
Citigroup
78
Citigroup
New York
$1.66M -$246K -6,111 -13%
Man Group
79
Man Group
United Kingdom
$1.57M -$12.9M -319,474 -89%
Comerica Bank
80
Comerica Bank
Texas
$1.54M -$116K -3,500 -7%
CS
81
Credit Suisse
Switzerland
$1.53M -$536K -13,311 -26%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$1.52M -$4.83K -120 -0.3%
AIG
83
American International Group
New York
$1.51M +$48.9K +1,215 +3%
California Public Employees Retirement System
84
California Public Employees Retirement System
California
$1.49M +$12.6K +312 +0.9%
TCM
85
Timpani Capital Management
Wisconsin
$1.44M -$1.61M -39,957 -53%
UBS Group
86
UBS Group
Switzerland
$1.38M -$362K -9,002 -21%
PI
87
PEAK6 Investments
Illinois
$1.36M +$1.36M +33,801 New
Public Sector Pension Investment Board (PSP Investments)
88
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.33M +$108K +2,684 +9%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$1.32M +$24.2K +602 +2%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$1.24M -$25K -621 -2%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.24M -$158K -3,923 -11%
TPSF
92
Texas Permanent School Fund
Texas
$1.21M -$13.9K -344 -1%
OA
93
Oak Associates
Ohio
$1.17M -$274K -6,805 -19%
US Bancorp
94
US Bancorp
Minnesota
$1.15M +$22.6K +561 +2%
MWNA
95
Marshall Wace North America
New York
$1.09M -$3.66M -90,883 -77%
UBS AM
96
UBS AM
Illinois
$1.04M – – –
SGAM
97
Smith Group Asset Management
Texas
$1.04M +$48.3K +1,200 +5%
Millennium Management
98
Millennium Management
New York
$979K -$606K -15,056 -38%
GSC
99
G&S Capital
Colorado
$870K +$870K +21,621 New
EMG
100
Ellington Management Group
Connecticut
$849K +$575K +14,300 +210%
2 3
4
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