AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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192 hedge funds and large institutions have $1.23B invested in Avantax, Inc. Common Stock in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-16
Holders Change %
-7.69%
% of All Funds
4.28%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
68
Reduced
59
Closed
50
Calls
$1.08M
Puts
$1.33M
Net Calls
-$244K
Net Calls Change
+$785K

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
$38.9M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
$20.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$176M
4
Vanguard Group
Vanguard Group
Pennsylvania
$135M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$30.1M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$2.59M
2
First Trust Advisors
First Trust Advisors
Illinois
$63.9M
3
HCS
Harvest Capital Strategies
California
$9.79M
4
Prudential Financial
Prudential Financial
New Jersey
$7.94M
5
Morgan Stanley
Morgan Stanley
New York
$8.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
126
Elkfork Partners
Oregon
$275K +$908 +34 +0.3%
SG Americas Securities
127
SG Americas Securities
New York
$274K -$1.79M -67,130 -87%
SO
128
STRS Ohio
Ohio
$255K – – –
RFC
129
Regions Financial Corp
Alabama
$255K +$1.68K +63 +0.7%
FHB
130
First Hawaiian Bank
Hawaii
$247K – – –
AIM
131
Assured Investment Management
New York
$246K +$246K +9,253 New
MC
132
Miles Capital
Iowa
$244K +$5.28K +198 +2%
Walleye Trading
133
Walleye Trading
New York
$240K +$240K +8,996 New
WCA
134
Westover Capital Advisors
Delaware
$231K -$4.07K -153 -2%
OAM
135
Oxford Asset Management
United Kingdom
$229K +$229K +8,595 New
GHCM
136
Glen Harbor Capital Management
California
$226K +$746 +28 +0.3%
Massachusetts Financial Services
137
Massachusetts Financial Services
Massachusetts
$214K +$214K +8,018 New
Grantham, Mayo, Van Otterloo & Co (GMO)
138
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$210K – – –
WCM
139
Wedge Capital Management
North Carolina
$205K -$60.4K -2,266 -23%
RCM
140
Riverhead Capital Management
Delaware
$204K – – –
OWA
141
One Wealth Advisors
California
$201K -$61.4K -2,300 -23%
MCIM
142
Meadow Creek Investment Management
Georgia
$178K +$587 +22 +0.3%
SEI Investments
143
SEI Investments
Pennsylvania
$174K +$174K +6,538 New
LIA
144
LS Investment Advisors
Michigan
$143K +$107K +4,026 +298%
FCM
145
Flinton Capital Management
Pennsylvania
$129K +$426 +16 +0.3%
AIP
146
Ameritas Investment Partners
Nebraska
$104K – – –
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$90K +$17.3K +650 +24%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$77K +$9.12K +342 +13%
AG
149
Advisor Group
Arizona
$73K -$270K -10,119 -79%
LWM
150
Lenox Wealth Management
Ohio
$70K +$70K +268 New
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