AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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151 hedge funds and large institutions have $420M invested in Avantax, Inc. Common Stock in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
42
Reduced
60
Closed
29
Calls
$952K
Puts
$4.21M
Net Calls
-$3.25M
Net Calls Change
-$3.44M

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$12.1M
2
AC
Armistice Capital
New York
+$8.97M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$6.52M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.49M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.18M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$19.3M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$7.53M
3
GT
Glenmede Trust
Pennsylvania
-$3.44M
4
BlackRock
BlackRock
New York
-$2.55M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$165K – – –
UBS Group
102
UBS Group
Switzerland
$163K -$86.3K -9,160 -35%
FCBT
103
First Citizens Bank & Trust
North Carolina
$162K +$162K +17,146 New
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$161K +$161K +17,072 New
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$152K – – –
Group One Trading
106
Group One Trading
Illinois
$150K +$119K +12,602 +384%
CIM
107
CIM Investment Management
Pennsylvania
$149K +$2.14K +227 +1%
IA
108
IndexIQ Advisors
New York
$147K +$7.99K +847 +6%
WCM
109
Wedge Capital Management
North Carolina
$138K +$138K +14,624 New
ASRS
110
Arizona State Retirement System
Arizona
$136K +$34.5K +3,660 +34%
II
111
Inspire Investing
Idaho
$136K +$136K +14,418 New
ECM
112
Everence Capital Management
Indiana
$130K +$130K +13,850 New
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$128K – – –
GI
114
GAMCO Investors
Connecticut
$125K -$12.3K -1,300 -9%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$120K +$77.2K +8,196 +181%
Man Group
116
Man Group
United Kingdom
$119K +$119K +12,627 New
RJA
117
Raymond James & Associates
Florida
$117K -$17.9K -1,905 -13%
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$110K – – –
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$90.6K -$48.1K -5,104 -35%
US Bancorp
120
US Bancorp
Minnesota
$83K -$20K -2,115 -19%
PAM
121
Panagora Asset Management
Massachusetts
$61K – – –
MOACM
122
Mutual of America Capital Management
New York
$55K +$32.9K +3,461 +148%
Citigroup
123
Citigroup
New York
$48K -$309K -32,974 -87%
AIP
124
Ameritas Investment Partners
Nebraska
$40K – – –
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$38K -$29K -2,862 -43%
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