AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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154 hedge funds and large institutions have $567M invested in Avantax, Inc. Common Stock in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-14
Holders Change %
-8.33%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
47
Reduced
52
Closed
39
Calls
$1.04M
Puts
$1.51M
Net Calls
-$468K
Net Calls Change
-$1.04M

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$22.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$7.31M
3
TCM
Tygh Capital Management
Oregon
+$2.67M
4
Goldman Sachs
Goldman Sachs
New York
+$2.02M
5
SCM
Simcoe Capital Management
New York
+$1.87M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.1M
2
HAM
Hillcrest Asset Management
Texas
-$9.55M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$6.02M
4
ACL
Azora Capital LP
Florida
-$5.94M
5
Morgan Stanley
Morgan Stanley
New York
-$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
76
Credit Suisse
Switzerland
$471K -$801K -66,592 -63%
Squarepoint
77
Squarepoint
New York
$439K -$227K -18,818 -34%
UBS AM
78
UBS AM
Illinois
$437K -$29.5K -2,450 -6%
UBS Group
79
UBS Group
Switzerland
$437K -$417K -34,611 -49%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$415K +$174K +14,394 +72%
AIG
81
American International Group
New York
$404K -$20.1K -1,663 -5%
ACM
82
AlphaCrest Capital Management
New York
$399K +$399K +33,100 New
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$378K +$27K +2,241 +8%
EGM
84
Engineers Gate Manager
New York
$377K +$377K +31,306 New
Millennium Management
85
Millennium Management
New York
$365K +$365K +30,256 New
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$364K – – –
PRCP
87
Pacific Ridge Capital Partners
Oregon
$345K +$121 +10 +0%
Voloridge Investment Management
88
Voloridge Investment Management
Florida
$324K +$324K +26,920 New
SSA
89
Schonfeld Strategic Advisors
New York
$307K +$307K +25,508 New
LPL Financial
90
LPL Financial
California
$305K +$25.2K +2,092 +9%
Balyasny Asset Management
91
Balyasny Asset Management
Illinois
$305K +$305K +25,285 New
VOYA Investment Management
92
VOYA Investment Management
Georgia
$298K +$12.6K +1,046 +4%
COPPSERS
93
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$297K +$96.9K +8,032 +48%
M&T Bank
94
M&T Bank
New York
$295K +$104K +8,637 +55%
Citigroup
95
Citigroup
New York
$284K -$482K -40,002 -63%
DTL
96
Dynamic Technology Lab
Singapore
$270K +$270K +22,423 New
RJA
97
Raymond James & Associates
Florida
$254K +$19.8K +1,645 +8%
MAM
98
Martingale Asset Management
Massachusetts
$250K +$250K +20,717 New
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$248K +$65.5K +5,436 +36%
MIM
100
MetLife Investment Management
New Jersey
$245K – – –
2 3
4
5 6