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 $947M invested in Avantax, Inc. Common Stock in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
29
Increased
34
Reduced
64
Closed
30
Calls
$7.66M
Puts
$6.5M
Net Calls
+$1.16M
Net Calls Change
-$4.19M

Top Buyers

1
NW
1
NewEdge Wealth
Pennsylvania
$11.6M
2
Invesco
2
Invesco
Georgia
$56.2M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.41M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$19.5M
5
GLA
5
Great Lakes Advisors
Illinois
$4.55M

Top Sellers

1
ECM
1
Engine Capital Management
New York
$13K
2
HPC
2
Hill Path Capital
New York
$0
3
NM
3
Newtyn Management
New York
$10.5M
4
BlackRock
4
BlackRock
New York
$180M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$635K +$28K +1,065 +5%
Ensign Peak Advisors
77
Ensign Peak Advisors
Utah
$625K – – –
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$611K +$223K +8,460 +57%
EGM
79
Engineers Gate Manager
New York
$553K +$553K +20,998 New
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$530K – – –
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$527K +$270K +10,252 +105%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$515K +$3.19K +121 +0.6%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$506K +$17.5K +666 +4%
AB
84
Amalgamated Bank
New York
$505K -$106K -4,025 -17%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$494K -$246K -9,350 -33%
LSERS
86
Louisiana State Employees Retirement System
Louisiana
$490K -$108K -4,100 -18%
DTL
87
Dynamic Technology Lab
Singapore
$487K +$487K +18,491 New
CSS
88
Cubist Systematic Strategies
Connecticut
$479K +$274K +10,395 +133%
TCM
89
Teza Capital Management
Illinois
$451K +$451K +17,154 New
MSRPS
90
Maryland State Retirement & Pension System
Maryland
$422K -$97.6K -3,708 -19%
GCM
91
Graham Capital Management
Connecticut
$404K +$404K +15,334 New
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$380K – – –
Natixis Advisors
93
Natixis Advisors
Massachusetts
$375K +$375K +14,237 New
SOW
94
State of Wyoming
Wyoming
$354K -$132K -5,032 -27%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$353K -$540K -20,527 -60%
OPERF
96
Oregon Public Employees Retirement Fund
Oregon
$338K -$81.1K -3,082 -19%
ASRS
97
Arizona State Retirement System
Arizona
$329K +$9.53K +362 +3%
CCIA
98
Campbell & Co Investment Adviser
Maryland
$323K +$323K +12,264 New
MWM
99
Moran Wealth Management
Florida
$316K -$88.1K -3,348 -22%
KI
100
Kula Investments
Illinois
$313K +$313K +11,907 New
2 3
4
5 6