AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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162 hedge funds and large institutions have $510M invested in Avantax, Inc. Common Stock in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
49
Reduced
60
Closed
14
Calls
$895K
Puts
$706K
Net Calls
+$189K
Net Calls Change
+$657K

Top Buyers

1
AC
1
Armistice Capital
New York
$23.4M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$12.7M
3
EWM
3
Empirical Wealth Management
Washington
$5.6M
4
VBA
4
Van Berkom & Associates
Quebec, Canada
$36.4M
5
Millennium Management
5
Millennium Management
New York
$3.66M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$19.3M
2
SCM
2
Simcoe Capital Management
New York
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.16M
5
TCM
5
Tygh Capital Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
101
American Century Companies
Missouri
$185K -$501K -43,771 -73%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$184K -$338K -29,600 -65%
CIM
103
CIM Investment Management
Pennsylvania
$178K +$30.3K +2,649 +21%
AG
104
Aperio Group
California
$175K +$11.7K +1,027 +7%
OR
105
Olympiad Research
Connecticut
$172K +$172K +15,082 New
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$168K +$21.7K +1,899 +15%
IA
107
IndexIQ Advisors
New York
$168K +$168K +14,740 New
ZCM
108
Zebra Capital Management
Connecticut
$166K -$7.82K -683 -4%
GI
109
GAMCO Investors
Connecticut
$166K – – –
AQR Capital Management
110
AQR Capital Management
Connecticut
$165K -$32.3K -2,829 -16%
RJA
111
Raymond James & Associates
Florida
$164K -$76.6K -6,712 -32%
PP
112
Paloma Partners
Connecticut
$164K +$164K +14,387 New
Arrowstreet Capital
113
Arrowstreet Capital
Massachusetts
$158K -$359K -31,394 -69%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$155K -$376K -32,818 -71%
LSERS
115
Louisiana State Employees Retirement System
Louisiana
$149K -$5.72K -500 -4%
HW
116
Hancock Whitney
Mississippi
$134K -$1.37M -119,993 -91%
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$133K – – –
SSA
118
Schonfeld Strategic Advisors
New York
$129K -$162K -14,190 -56%
US Bancorp
119
US Bancorp
Minnesota
$124K -$37.4K -3,280 -23%
ASRS
120
Arizona State Retirement System
Arizona
$123K -$8.13K -712 -6%
TRCT
121
Tower Research Capital (TRC)
New York
$115K +$115K +10,071 New
PAM
122
Panagora Asset Management
Massachusetts
$74K – – –
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$73K +$52.4K +4,754 +255%
RA
124
Royce & Associates
New York
$64K +$64K +5,600 New
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$51.7K -$183K -16,065 -78%
3 4
5
6 7