AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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181 hedge funds and large institutions have $996M invested in Avantax, Inc. Common Stock in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-22
Holders Change %
-10.84%
% of All Funds
3.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
73
Reduced
54
Closed
47
Calls
$73K
Puts
$421K
Net Calls
-$348K
Net Calls Change
-$832K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$16M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$20.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$10.1M
4
RCAMU
4
Rothschild & Co Asset Management US
Connecticut
$23.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$14M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$804K
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Millennium Management
3
Millennium Management
New York
$1.14M
4
OAM
4
Oberweis Asset Management
Illinois
$364K
5
BIM
5
Bogle Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$886K +$366K +16,934 +71%
AQR Capital Management
77
AQR Capital Management
Connecticut
$872K -$402K -18,608 -32%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$838K +$19.4K +898 +2%
Jane Street
79
Jane Street
New York
$830K +$830K +38,344 New
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$829K +$14.4K +663 +2%
Assenagon Asset Management
81
Assenagon Asset Management
Luxembourg
$821K +$821K +37,928 New
UBS Group
82
UBS Group
Switzerland
$816K +$57.7K +2,664 +8%
SOADOR
83
State of Alaska Department of Revenue
Alaska
$809K +$453K +20,919 +127%
First Trust Advisors
84
First Trust Advisors
Illinois
$804K -$53.9M -2,489,593 -99%
AIG
85
American International Group
New York
$773K -$7.57K -350 -1%
UBS AM
86
UBS AM
Illinois
$753K +$29.1K +1,346 +4%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$723K – – –
TPSF
88
Texas Permanent School Fund
Texas
$720K +$8.88K +410 +1%
JIR
89
James Investment Research
Ohio
$708K -$931K -43,040 -57%
PRCP
90
Pacific Ridge Capital Partners
Oregon
$681K +$314K +14,540 +86%
CS
91
Credit Suisse
Switzerland
$677K +$39.2K +1,811 +6%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$662K -$1.17K -53 -0.2%
AAS
93
Avantax Advisory Services
Texas
$655K +$186K +8,600 +40%
RJA
94
Raymond James & Associates
Florida
$526K +$106K +4,900 +25%
CIM
95
CIM Investment Management
Pennsylvania
$498K +$140K +6,452 +39%
OA
96
Oak Associates
Ohio
$461K – – –
LCM
97
Laurion Capital Management
New York
$446K +$446K +20,600 New
MIM
98
MetLife Investment Management
New Jersey
$440K – – –
OPERF
99
Oregon Public Employees Retirement Fund
Oregon
$424K +$6.5K +300 +2%
US Bancorp
100
US Bancorp
Minnesota
$419K -$109K -5,015 -21%
2 3
4
5 6