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 $1.7B invested in Avantax, Inc. Common Stock in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
40
Increased
68
Reduced
67
Closed
20
Calls
$5.32M
Puts
$9.65M
Net Calls
-$4.33M
Net Calls Change
-$937K

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
+$29.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$19M
3
BlackRock
BlackRock
New York
+$16.9M
4
WG
Winton Group
United Kingdom
+$10.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$8.01M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$29.1M
2
PWAM
Park West Asset Management
California
-$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
-$17M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$14.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
IUHSA
126
Itau Unibanco Holding S.A.
Brazil
$499K -$48.5K -1,313 -9%
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$494K – – –
PIA
128
Piedmont Investment Advisors
North Carolina
$405K +$35.7K +964 +10%
II
129
Ibex Investors
Colorado
$387K +$387K +10,454 New
RJA
130
Raymond James & Associates
Florida
$374K -$52.9K -1,432 -12%
COPPSERS
131
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$368K +$368K +9,938 New
RFC
132
Regions Financial Corp
Alabama
$360K -$11.7K -316 -3%
BCM
133
Bayesian Capital Management
New York
$355K +$355K +9,600 New
WCA
134
Westover Capital Advisors
Delaware
$350K -$190K -5,134 -35%
WCM
135
Wedge Capital Management
North Carolina
$336K -$63.4K -1,711 -16%
Walleye Trading
136
Walleye Trading
New York
$332K +$332K +8,985 New
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$330K -$27.6K -746 -8%
MC
138
Miles Capital
Iowa
$330K – – –
SAM
139
Sawgrass Asset Management
Florida
$329K +$329K +8,905 New
O
140
OppenheimerFunds
New York
$311K -$182K -4,929 -37%
EP
141
Elkfork Partners
Oregon
$299K – – –
PAG
142
Private Advisor Group
New Jersey
$288K +$288K +7,789 New
ProShare Advisors
143
ProShare Advisors
Maryland
$285K +$285K +7,699 New
XK
144
Xact Kapitalforvaltning
Sweden
$278K +$278K +7,500 New
AB
145
Amalgamated Bank
New York
$274K +$274K +7,413 New
IR
146
Invictus RG
Bermuda
$271K +$271K +7,313 New
QIM
147
Quantitative Investment Management
Virginia
$270K +$270K +7,300 New
CGH
148
Crossmark Global Holdings
Texas
$266K +$266K +7,186 New
Citadel Advisors
149
Citadel Advisors
Florida
$265K +$265K +7,156 New
Los Angeles Capital Management
150
Los Angeles Capital Management
California
$263K -$83.9K -2,270 -24%
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