AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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162 hedge funds and large institutions have $510M invested in Avantax, Inc. Common Stock in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
49
Reduced
60
Closed
14
Calls
$895K
Puts
$706K
Net Calls
+$189K
Net Calls Change
+$657K

Top Buyers

1
AC
1
Armistice Capital
New York
$23.4M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$12.7M
3
EWM
3
Empirical Wealth Management
Washington
$5.6M
4
VBA
4
Van Berkom & Associates
Quebec, Canada
$36.4M
5
Millennium Management
5
Millennium Management
New York
$3.66M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$19.3M
2
SCM
2
Simcoe Capital Management
New York
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.16M
5
TCM
5
Tygh Capital Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$435K +$166K +14,519 +62%
TPSF
77
Texas Permanent School Fund
Texas
$432K -$43.9K -3,842 -9%
HF
78
HRT Financial
New York
$413K +$413K +36,226 New
UBS AM
79
UBS AM
Illinois
$395K -$19.1K -1,674 -5%
AIG
80
American International Group
New York
$389K +$6.32K +553 +2%
Jacobs Levy Equity Management
81
Jacobs Levy Equity Management
New Jersey
$387K +$387K +33,923 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$385K -$8.27K -724 -2%
PI
83
PEAK6 Investments
Illinois
$364K -$654K -57,281 -64%
GC
84
Globeflex Capital
California
$360K +$360K +31,521 New
SG Americas Securities
85
SG Americas Securities
New York
$359K +$240K +20,958 +201%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$345K – – –
LPL Financial
87
LPL Financial
California
$333K +$43.9K +3,842 +15%
M&T Bank
88
M&T Bank
New York
$333K +$52.5K +4,584 +19%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$320K -$23.7K -2,158 -7%
Squarepoint
90
Squarepoint
New York
$309K -$107K -9,368 -26%
UBS Group
91
UBS Group
Switzerland
$303K -$113K -9,857 -27%
ACM
92
AlphaCrest Capital Management
New York
$276K -$102K -8,933 -27%
COPPSERS
93
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$275K -$6.14K -538 -2%
Jane Street
94
Jane Street
New York
$263K +$263K +23,043 New
MAM
95
Martingale Asset Management
Massachusetts
$237K – – –
MIM
96
MetLife Investment Management
New Jersey
$232K – – –
OPERF
97
Oregon Public Employees Retirement Fund
Oregon
$224K – – –
MSA
98
Mason Street Advisors
Wisconsin
$205K +$10.5K +917 +5%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$201K -$81.8K -7,149 -29%
Voloridge Investment Management
100
Voloridge Investment Management
Florida
$197K -$110K -9,664 -36%
2 3
4
5 6