AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.87B invested in Avantax, Inc. Common Stock in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
81
Reduced
54
Closed
29
Calls
$5.38M
Puts
$6.41M
Net Calls
-$1.03M
Net Calls Change
+$3.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$20M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$18.5M
4
Morgan Stanley
Morgan Stanley
New York
+$14.6M
5
BlackRock
BlackRock
New York
+$13.5M

Top Sellers

1
PWAM
Park West Asset Management
California
-$20.4M
2
Man Group
Man Group
United Kingdom
-$12.9M
3
WG
Winton Group
United Kingdom
-$11.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.7M
5
CAM
ClariVest Asset Management
California
-$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$845K – – –
AAMU
102
Amundi Asset Management US
Massachusetts
$819K +$121K +3,000 +17%
MIM
103
MetLife Investment Management
New Jersey
$819K – – –
PAM
104
Panagora Asset Management
Massachusetts
$787K +$538K +13,359 +215%
PRCP
105
Pacific Ridge Capital Partners
Oregon
$780K -$209K -5,200 -21%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$763K – – –
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$701K +$41.6K +1,033 +6%
IR
108
Invictus RG
Bermuda
$686K +$391K +9,720 +133%
SAM
109
Sawgrass Asset Management
Florida
$649K +$291K +7,230 +81%
SRAM
110
Stone Ridge Asset Management
New York
$635K – – –
AG
111
Aperio Group
California
$627K +$9.46K +235 +2%
SOADOR
112
State of Alaska Department of Revenue
Alaska
$623K +$5.23K +130 +0.8%
AIA
113
Affinity Investment Advisors
California
$603K +$55.3K +1,374 +10%
DTL
114
Dynamic Technology Lab
Singapore
$602K +$602K +14,966 New
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$590K – – –
MSA
116
Mason Street Advisors
Wisconsin
$568K +$22.1K +550 +4%
MML Investors Services
117
MML Investors Services
Massachusetts
$540K +$540K +13,416 New
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$537K – – –
PAG
119
Private Advisory Group
Washington
$533K +$27.7K +809 +5%
BCM
120
Bayesian Capital Management
New York
$527K +$141K +3,500 +36%
AG
121
Advisor Group
Arizona
$518K +$425K +10,546 +456%
IUHSA
122
Itau Unibanco Holding S.A.
Brazil
$497K -$46.5K -1,155 -9%
ARTA
123
A.R.T. Advisors
New York
$461K +$461K +11,478 New
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$458K +$57.8K +1,436 +14%
CIM
125
CIM Investment Management
Pennsylvania
$444K +$444K +11,032 New
3 4
5
6 7