AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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193 hedge funds and large institutions have $1.53B invested in Avantax, Inc. Common Stock in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
63
Reduced
68
Closed
28
Calls
$5.64M
Puts
$4.53M
Net Calls
+$1.11M
Net Calls Change
+$1.36M

Top Buyers

1
PWAM
Park West Asset Management
California
$10M
2
Millennium Management
Millennium Management
New York
$10.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$22.4M
4
First Trust Advisors
First Trust Advisors
Illinois
$85.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$24.2M

Top Sellers

1
HCS
Harvest Capital Strategies
California
$0
2
Invesco
Invesco
Georgia
$8.69M
3
Morgan Stanley
Morgan Stanley
New York
$3.4M
4
CAM
ClariVest Asset Management
California
$3.78M
5
Vanguard Group
Vanguard Group
Pennsylvania
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRCP
101
Pacific Ridge Capital Partners
Oregon
$606K -$20K -600 -3%
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$601K +$67 +2 +0%
GI
103
GAMCO Investors
Connecticut
$586K -$2.17M -65,000 -79%
AG
104
Aperio Group
California
$585K -$36K -1,077 -6%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$579K +$13.1K +393 +2%
CIM
106
CIM Investment Management
Pennsylvania
$564K -$4.77K -143 -0.8%
SG Americas Securities
107
SG Americas Securities
New York
$561K +$218K +6,534 +64%
COPPSERS
108
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$552K +$3.17K +95 +0.6%
SOADOR
109
State of Alaska Department of Revenue
Alaska
$542K +$7.01K +210 +1%
MSA
110
Mason Street Advisors
Wisconsin
$517K +$19.5K +584 +4%
SRAM
111
Stone Ridge Asset Management
New York
$513K -$13.4K -400 -3%
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$490K – – –
UCFA
113
United Capital Financial Advisors
Texas
$481K -$25K -749 -5%
Walleye Trading
114
Walleye Trading
New York
$475K +$175K +5,226 +58%
AIA
115
Affinity Investment Advisors
California
$456K -$44.7K -1,337 -9%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$445K – – –
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
$427K +$427K +12,789 New
CGH
118
Crossmark Global Holdings
Texas
$422K -$2K -60 -0.5%
LSCM
119
LaSalle Street Capital Management
Illinois
$413K -$29.3K -879 -7%
PIA
120
Piedmont Investment Advisors
North Carolina
$406K +$25.3K +759 +7%
PI
121
PineBridge Investments
New York
$390K -$1.48M -44,217 -79%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$368K +$330K +9,890 +862%
O
123
OppenheimerFunds
New York
$367K +$8.47K +254 +2%
USAA
124
United Services Automobile Association
Texas
$360K -$1.47M -44,179 -80%
EP
125
Elkfork Partners
Oregon
$344K – – –
3 4
5
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