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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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193 hedge funds and large institutions have $1.53B invested in Avantax, Inc. Common Stock in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $5.64M | Put options by funds: $4.53M

24% more capital invested

Capital invested by funds: $1.23B → $1.53B (+$302M)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

1% more funds holding

Funds holding: 192 → 193 (+1)

7% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 68

Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
63
Reduced
68
Closed
28
Calls
$5.64M
Puts
$4.53M
Net Calls
+$1.11M
Net Calls Change
+$1.35M

Top Buyers

Rank Fund Capital Flow
1
PWAM
Park West Asset Management
California
+$8.74M
2
Millennium Management
Millennium Management
New York
+$8.28M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.27M
4
First Trust Advisors
First Trust Advisors
Illinois
+$5.18M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.57M

Top Sellers

Rank Fund Capital Flow
1
HCS
Harvest Capital Strategies
California
-$9.79M
2
Invesco
Invesco
Georgia
-$7.25M
3
Morgan Stanley
Morgan Stanley
New York
-$6.06M
4
CAM
ClariVest Asset Management
California
-$5.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$5.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
76
Marshall Wace
United Kingdom
$1.23M +$1.07M +36,838 New
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$1.22M +$89.5K +3,073 +9%
AIG
78
American International Group
New York
$1.2M -$27.7K -951 -3%
AR
79
Advisory Research
Illinois
$1.16M +$250K +8,587 +33%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$1.15M -$11.1K -380 -1%
TPSF
81
Texas Permanent School Fund
Texas
$1.09M +$39K +1,338 +4%
Two Sigma Advisers
82
Two Sigma Advisers
New York
$1.09M -$69.9K -2,400 -7%
CS
83
Credit Suisse
Switzerland
$1.05M -$377K -12,936 -29%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.04M +$66.1K +2,269 +8%
BCM
85
Bridgeway Capital Management
Texas
$978K – – –
OA
86
Oak Associates
Ohio
$967K – – –
US Bancorp
87
US Bancorp
Minnesota
$903K -$145K -4,995 -16%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$875K +$763K +26,213 New
UBS Group
89
UBS Group
Switzerland
$810K -$349K -11,981 -33%
QCM
90
Quantinno Capital Management
New York
$791K +$690K +23,706 New
SGAM
91
Smith Group Asset Management
Texas
$790K -$37.3K -1,280 -5%
Los Angeles Capital Management
92
Los Angeles Capital Management
California
$786K +$686K +23,555 New
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$756K -$103K -3,537 -14%
UBS AM
94
UBS AM
Illinois
$742K +$109K +3,731 +20%
RJA
95
Raymond James & Associates
Florida
$693K +$162K +5,547 +36%
AAMU
96
Amundi Asset Management US
Massachusetts
$680K – – –
MIM
97
MetLife Investment Management
New Jersey
$679K – – –
AAS
98
Avantax Advisory Services
Texas
$673K +$94.7K +3,250 +19%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$652K -$10.9K -375 -2%
OPERF
100
Oregon Public Employees Retirement Fund
Oregon
$620K +$9.79K +336 +2%
2 3
4
5 6

AVTA Hedge Fund Activity: Q1 2019 in Review

193 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q1 2019, worth a combined $1.53B — up 24% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AVTA positions and 28 closed out — a net gain of 1 holder — while 63 added to existing stakes and 68 trimmed.

The largest buyer was Park West Asset Management, opening a new position worth an estimated $8.74M. The largest seller was Harvest Capital Strategies, exiting entirely with an estimated $9.79M sold.

  • 193 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q1 2019, up from 192 in Q4 2018.
  • Funds reported $1.53B of Avantax, Inc. Common Stock stock for Q1 2019, up 24% quarter-over-quarter.
  • 29 funds opened new Avantax, Inc. Common Stock positions in Q1 2019 and 28 closed out, a net change of +1 holder.
  • The largest Avantax, Inc. Common Stock buyer in Q1 2019 was Park West Asset Management, an estimated $8.74M added.
  • The largest Avantax, Inc. Common Stock seller in Q1 2019 was Harvest Capital Strategies, an estimated $9.79M sold.

Based on aggregated 13F filings for Q1 2019.