AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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181 hedge funds and large institutions have $996M invested in Avantax, Inc. Common Stock in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-22
Holders Change %
-10.84%
% of All Funds
3.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
73
Reduced
54
Closed
47
Calls
$73K
Puts
$421K
Net Calls
-$348K
Net Calls Change
-$832K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$16M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$20.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$10.1M
4
RCAMU
4
Rothschild & Co Asset Management US
Connecticut
$23.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$14M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$804K
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Millennium Management
3
Millennium Management
New York
$1.14M
4
OAM
4
Oberweis Asset Management
Illinois
$364K
5
BIM
5
Bogle Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$419K – – –
LI
102
Leap Investments
Illinois
$415K +$415K +19,200 New
GI
103
GAMCO Investors
Connecticut
$402K +$21.7K +1,000 +6%
Two Sigma Investments
104
Two Sigma Investments
New York
$401K +$160K +7,400 +67%
LSERS
105
Louisiana State Employees Retirement System
Louisiana
$392K +$2.17K +100 +0.6%
LPL Financial
106
LPL Financial
California
$382K +$382K +17,638 New
OAM
107
Oberweis Asset Management
Illinois
$364K -$3.65M -168,564 -91%
COPPSERS
108
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$359K -$65 -3 -0%
MSA
109
Mason Street Advisors
Wisconsin
$359K +$9.41K +435 +3%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$357K +$40K +1,847 +13%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$340K -$11.7K -539 -3%
TI
112
Trexquant Investment
Connecticut
$327K +$327K +15,119 New
BCM
113
Bridgeway Capital Management
Texas
$325K – – –
AG
114
Aperio Group
California
$322K -$66.7K -3,080 -17%
MERSOM
115
Municipal Employees' Retirement System of Michigan
Michigan
$316K -$73K -3,370 -19%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$309K -$1.72M -79,594 -85%
AIA
117
Affinity Investment Advisors
California
$309K +$1.45K +67 +0.5%
QT
118
Quantbot Technologies
New York
$303K +$303K +14,030 New
GCP
119
GSA Capital Partners
United Kingdom
$278K -$242K -11,187 -47%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$271K +$271K +12,524 New
LSCM
121
LaSalle Street Capital Management
Illinois
$266K – – –
CGH
122
Crossmark Global Holdings
Texas
$260K -$3.25K -150 -1%
Public Employees Retirement Association of Colorado
123
Public Employees Retirement Association of Colorado
Colorado
$252K – – –
KC
124
Kepos Capital
New York
$252K +$252K +11,652 New
SRAM
125
Stone Ridge Asset Management
New York
$246K -$86.4K -3,994 -26%
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5
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