AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.87B invested in Avantax, Inc. Common Stock in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
81
Reduced
54
Closed
29
Calls
$5.38M
Puts
$6.41M
Net Calls
-$1.03M
Net Calls Change
+$3.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$20M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$18.5M
4
Morgan Stanley
Morgan Stanley
New York
+$14.6M
5
BlackRock
BlackRock
New York
+$13.5M

Top Sellers

1
PWAM
Park West Asset Management
California
-$20.4M
2
Man Group
Man Group
United Kingdom
-$12.9M
3
WG
Winton Group
United Kingdom
-$11.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.7M
5
CAM
ClariVest Asset Management
California
-$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
126
Piedmont Investment Advisors
North Carolina
$441K +$724 +18 +0.2%
Balyasny Asset Management
127
Balyasny Asset Management
Illinois
$438K +$438K +10,874 New
CCIA
128
Campbell & Co Investment Adviser
Maryland
$431K +$431K +10,700 New
LPL Financial
129
LPL Financial
California
$418K +$418K +10,382 New
EP
130
Elkfork Partners
Oregon
$413K +$87.5K +2,176 +27%
GCP
131
GSA Capital Partners
United Kingdom
$408K +$408K +10,126 New
O
132
OppenheimerFunds
New York
$407K +$68.9K +1,713 +20%
WCM
133
Wedge Capital Management
North Carolina
$401K +$35.9K +892 +10%
OWA
134
One Wealth Advisors
California
$396K +$111K +2,748 +39%
SO
135
STRS Ohio
Ohio
$386K +$386K +9,600 New
Capital Fund Management (CFM)
136
Capital Fund Management (CFM)
France
$386K +$386K +9,600 New
RFC
137
Regions Financial Corp
Alabama
$382K -$9.61K -239 -2%
FHB
138
First Hawaiian Bank
Hawaii
$373K +$373K +9,258 New
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$369K +$369K +9,179 New
MC
140
Miles Capital
Iowa
$360K +$1.45K +36 +0.4%
WCA
141
Westover Capital Advisors
Delaware
$356K -$25.2K -625 -7%
Los Angeles Capital Management
142
Los Angeles Capital Management
California
$343K +$56.4K +1,400 +20%
GHCM
143
Glen Harbor Capital Management
California
$340K +$72.1K +1,792 +27%
Jane Street
144
Jane Street
New York
$320K +$320K +7,958 New
Grantham, Mayo, Van Otterloo & Co (GMO)
145
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$318K -$290K -7,200 -48%
RCM
146
Riverhead Capital Management
Delaware
$307K +$68.3K +1,700 +29%
XK
147
Xact Kapitalforvaltning
Sweden
$302K – – –
CGH
148
Crossmark Global Holdings
Texas
$292K +$3.22K +80 +1%
TAM
149
Tocqueville Asset Management
New York
$288K +$288K +7,160 New
ProShare Advisors
150
ProShare Advisors
Maryland
$283K -$27.1K -672 -9%
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6
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