AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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192 hedge funds and large institutions have $1.23B invested in Avantax, Inc. Common Stock in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-16
Holders Change %
-7.69%
% of All Funds
4.28%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
68
Reduced
59
Closed
50
Calls
$1.08M
Puts
$1.33M
Net Calls
-$244K
Net Calls Change
+$785K

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
$38.9M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
$20.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$176M
4
Vanguard Group
Vanguard Group
Pennsylvania
$135M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$30.1M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$2.59M
2
First Trust Advisors
First Trust Advisors
Illinois
$63.9M
3
HCS
Harvest Capital Strategies
California
$9.79M
4
Prudential Financial
Prudential Financial
New Jersey
$7.94M
5
Morgan Stanley
Morgan Stanley
New York
$8.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
101
Aperio Group
California
$496K +$80.8K +3,032 +19%
UBS AM
102
UBS AM
Illinois
$493K -$196K -7,371 -28%
OPERF
103
Oregon Public Employees Retirement Fund
Oregon
$486K +$486K +18,242 New
LSERS
104
Louisiana State Employees Retirement System
Louisiana
$479K -$79.9K -3,002 -14%
SCM
105
Sterling Capital Management
North Carolina
$460K +$460K +17,249 New
CIM
106
CIM Investment Management
Pennsylvania
$454K +$160K +6,011 +54%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$452K -$11.4K -427 -2%
AAS
108
Avantax Advisory Services
Texas
$452K +$452K +16,924 New
Millennium Management
109
Millennium Management
New York
$447K -$202K -7,557 -31%
COPPSERS
110
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$438K +$135K +5,075 +45%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$427K +$14.6K +548 +4%
SRAM
112
Stone Ridge Asset Management
New York
$420K – – –
XK
113
Xact Kapitalforvaltning
Sweden
$418K +$218K +8,200 +109%
RJA
114
Raymond James & Associates
Florida
$405K -$1.36M -51,024 -77%
UCFA
115
United Capital Financial Advisors
Texas
$403K +$403K +15,136 New
AIA
116
Affinity Investment Advisors
California
$399K – – –
MSA
117
Mason Street Advisors
Wisconsin
$397K +$20.8K +780 +6%
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$391K – – –
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$355K – – –
LSCM
120
LaSalle Street Capital Management
Illinois
$353K +$353K +13,260 New
IUHSA
121
Itau Unibanco Holding S.A.
Brazil
$344K +$26K +1,009 +8%
CGH
122
Crossmark Global Holdings
Texas
$338K +$145K +5,440 +75%
PIA
123
Piedmont Investment Advisors
North Carolina
$304K +$11.8K +444 +4%
O
124
OppenheimerFunds
New York
$286K +$16.8K +633 +6%
GC
125
Guggenheim Capital
Illinois
$276K +$276K +10,358 New
3 4
5
6 7