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 $1.4B invested in Avantax, Inc. Common Stock in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
4.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
73
Reduced
67
Closed
19
Calls
$1.18M
Puts
$697K
Net Calls
+$484K
Net Calls Change
-$627K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$11.6M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$7.21M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41.7M
4
BlackRock
BlackRock
New York
$216M
5
Invesco
Invesco
Georgia
$13.7M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$16.4M
2
PWAM
Park West Asset Management
California
$1.43M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$17.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$17M
5
Goldman Sachs
Goldman Sachs
New York
$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
101
Smith Group Asset Management
Texas
$643K -$76.4K -2,514 -11%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$632K -$55.4K -1,824 -8%
AAMU
103
Amundi Asset Management US
Massachusetts
$618K – – –
MIM
104
MetLife Investment Management
New Jersey
$618K – – –
RJA
105
Raymond James & Associates
Florida
$589K -$40.9K -1,347 -6%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$587K -$6.07K -200 -1%
OPERF
107
Oregon Public Employees Retirement Fund
Oregon
$585K +$21.2K +700 +4%
IUHSA
108
Itau Unibanco Holding S.A.
Brazil
$568K +$163K +5,361 +40%
BCM
109
BBT Capital Management
Texas
$567K +$567K +18,659 New
CSS
110
Cubist Systematic Strategies
Connecticut
$560K +$560K +18,446 New
MERSOM
111
Municipal Employees' Retirement System of Michigan
Michigan
$545K -$1.18M -38,750 -68%
AG
112
Aperio Group
California
$545K +$12.8K +421 +2%
GI
113
GAMCO Investors
Connecticut
$533K – – –
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$532K – – –
SIM
115
Spark Investment Management
New York
$531K +$531K +17,500 New
PRCP
116
Pacific Ridge Capital Partners
Oregon
$515K -$36.5K -1,200 -7%
CIM
117
CIM Investment Management
Pennsylvania
$503K -$10.5K -344 -2%
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$503K +$880 +29 +0.2%
SOADOR
119
State of Alaska Department of Revenue
Alaska
$500K +$6.8K +224 +1%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$493K -$34.5K -1,136 -7%
MSA
121
Mason Street Advisors
Wisconsin
$491K +$20.4K +672 +4%
EGM
122
Engineers Gate Manager
New York
$491K +$491K +16,169 New
Balyasny Asset Management
123
Balyasny Asset Management
Illinois
$476K +$87.9K +2,895 +23%
SRAM
124
Stone Ridge Asset Management
New York
$467K – – –
BCM
125
Bridgeway Capital Management
Texas
$456K -$435K -14,295 -49%
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