AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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203 hedge funds and large institutions have $1.7B invested in Avantax, Inc. Common Stock in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
40
Increased
68
Reduced
67
Closed
20
Calls
$5.32M
Puts
$9.65M
Net Calls
-$4.33M
Net Calls Change
-$937K

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
+$29.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$19M
3
BlackRock
BlackRock
New York
+$16.9M
4
WG
Winton Group
United Kingdom
+$10.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$8.01M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$29.1M
2
PWAM
Park West Asset Management
California
-$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
-$17M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$14.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
101
SEI Investments
Pennsylvania
$981K +$980K +26,476 +101,831%
UBS AM
102
UBS AM
Illinois
$957K -$71.8K -1,941 -7%
SGAM
103
Smith Group Asset Management
Texas
$910K +$7.77K +210 +0.9%
PRCP
104
Pacific Ridge Capital Partners
Oregon
$909K -$551K -14,900 -38%
QI
105
QS Investors
New York
$829K – – –
SG Americas Securities
106
SG Americas Securities
New York
$829K +$651K +17,575 +365%
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$777K +$11.1K +300 +1%
MIM
108
MetLife Investment Management
New Jersey
$753K – – –
Bessemer Group
109
Bessemer Group
New Jersey
$736K -$1.01M -27,400 -58%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$701K -$1.2M -32,536 -63%
HW
111
Hancock Whitney
Mississippi
$659K – – –
AAMU
112
Amundi Asset Management US
Massachusetts
$642K +$14.8K +400 +2%
AIM
113
Assured Investment Management
New York
$639K +$385K +10,414 +152%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$607K +$38K +1,025 +7%
SRAM
115
Stone Ridge Asset Management
New York
$583K – – –
Neuberger Berman Group
116
Neuberger Berman Group
New York
$572K -$41.6K -1,059 -7%
SOADOR
117
State of Alaska Department of Revenue
Alaska
$568K +$10.4K +280 +2%
AG
118
Aperio Group
California
$567K +$2.48K +67 +0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
119
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$559K -$670K -18,100 -55%
SCC
120
Spring Creek Capital
Kansas
$559K +$559K +15,096 New
PAG
121
Private Advisory Group
Washington
$546K +$546K +14,750 New
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$543K +$437K +11,811 +413%
CONA
123
Capital One National Association
New York
$531K -$53.3K -1,441 -9%
AIA
124
Affinity Investment Advisors
California
$504K -$2.48K -67 -0.5%
MSA
125
Mason Street Advisors
Wisconsin
$502K +$22.5K +609 +5%
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5
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