AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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192 hedge funds and large institutions have $1.23B invested in Avantax, Inc. Common Stock in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-16
Holders Change %
-7.69%
% of All Funds
4.28%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
68
Reduced
59
Closed
50
Calls
$1.08M
Puts
$1.33M
Net Calls
-$244K
Net Calls Change
+$785K

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
$38.9M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
$20.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$176M
4
Vanguard Group
Vanguard Group
Pennsylvania
$135M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$30.1M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$2.59M
2
First Trust Advisors
First Trust Advisors
Illinois
$63.9M
3
HCS
Harvest Capital Strategies
California
$9.79M
4
Prudential Financial
Prudential Financial
New Jersey
$7.94M
5
Morgan Stanley
Morgan Stanley
New York
$8.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
76
Credit Suisse
Switzerland
$1.19M +$175K +6,558 +17%
Public Sector Pension Investment Board (PSP Investments)
77
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.11M +$235K +8,831 +27%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$1.03M +$209K +7,854 +25%
AIG
79
American International Group
New York
$985K -$10.6K -397 -1%
UBS Group
80
UBS Group
Switzerland
$965K +$49.2K +1,847 +5%
Two Sigma Advisers
81
Two Sigma Advisers
New York
$931K -$645K -24,200 -41%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$924K -$78.3K -2,939 -8%
TCM
83
Timpani Capital Management
Wisconsin
$922K -$33.6K -1,259 -4%
Barclays
84
Barclays
United Kingdom
$896K -$855K -32,104 -49%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$894K +$19.7K +738 +2%
US Bancorp
86
US Bancorp
Minnesota
$855K +$95.4K +3,574 +13%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$855K +$855K +32,097 New
TPSF
88
Texas Permanent School Fund
Texas
$836K +$37.6K +1,413 +5%
BCM
89
Bridgeway Capital Management
Texas
$780K -$1.3M -48,800 -62%
OA
90
Oak Associates
Ohio
$772K – – –
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$766K -$52.3K -1,965 -6%
Citigroup
92
Citigroup
New York
$730K -$367K -13,800 -33%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$697K +$697K +26,171 New
AR
94
Advisory Research
Illinois
$694K +$694K +26,034 New
SGAM
95
Smith Group Asset Management
Texas
$665K -$22.4K -839 -3%
APG Asset Management
96
APG Asset Management
Netherlands
$625K +$625K +26,800 New
MIM
97
MetLife Investment Management
New Jersey
$542K – – –
VOYA Investment Management
98
VOYA Investment Management
Georgia
$531K +$25.7K +965 +5%
Rafferty Asset Management
99
Rafferty Asset Management
New York
$514K +$514K +19,276 New
PRCP
100
Pacific Ridge Capital Partners
Oregon
$500K -$16.8K -630 -3%
2 3
4
5 6