AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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193 hedge funds and large institutions have $1.53B invested in Avantax, Inc. Common Stock in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
63
Reduced
68
Closed
28
Calls
$5.64M
Puts
$4.53M
Net Calls
+$1.11M
Net Calls Change
+$1.36M

Top Buyers

1
PWAM
Park West Asset Management
California
$10M
2
Millennium Management
Millennium Management
New York
$10.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$22.4M
4
First Trust Advisors
First Trust Advisors
Illinois
$85.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$24.2M

Top Sellers

1
HCS
Harvest Capital Strategies
California
$0
2
Invesco
Invesco
Georgia
$8.69M
3
Morgan Stanley
Morgan Stanley
New York
$3.4M
4
CAM
ClariVest Asset Management
California
$3.78M
5
Vanguard Group
Vanguard Group
Pennsylvania
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
IUHSA
126
Itau Unibanco Holding S.A.
Brazil
$344K – – –
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$334K +$334K +9,996 New
RFC
128
Regions Financial Corp
Alabama
$330K +$10.8K +323 +3%
XK
129
Xact Kapitalforvaltning
Sweden
$327K -$197K -5,900 -38%
SO
130
STRS Ohio
Ohio
$320K – – –
VRS
131
Virginia Retirement Systems
Virginia
$320K +$320K +9,600 New
MC
132
Miles Capital
Iowa
$298K -$7.17K -215 -2%
OWA
133
One Wealth Advisors
California
$290K +$38.5K +1,155 +15%
GHCM
134
Glen Harbor Capital Management
California
$283K – – –
GCP
135
GSA Capital Partners
United Kingdom
$282K -$1.41M -42,346 -83%
WCA
136
Westover Capital Advisors
Delaware
$279K -$11.3K -337 -4%
Massachusetts Financial Services
137
Massachusetts Financial Services
Massachusetts
$278K +$10.3K +308 +4%
FHB
138
First Hawaiian Bank
Hawaii
$274K -$35K -1,048 -11%
DTL
139
Dynamic Technology Lab
Singapore
$266K +$266K +7,959 New
GAM
140
Gotham Asset Management
New York
$262K +$262K +4,612 New
RCM
141
Riverhead Capital Management
Delaware
$255K – – –
AB
142
Amalgamated Bank
New York
$250K +$250K +7,485 New
GC
143
Guggenheim Capital
Illinois
$248K -$97.8K -2,930 -28%
WCM
144
Wedge Capital Management
North Carolina
$226K -$31.3K -936 -12%
MCIM
145
Meadow Creek Investment Management
Georgia
$222K – – –
ProShare Advisors
146
ProShare Advisors
Maryland
$219K +$219K +6,562 New
ECM
147
Everence Capital Management
Indiana
$215K +$215K +6,450 New
Squarepoint
148
Squarepoint
New York
$214K +$214K +6,416 New
Canada Pension Plan Investment Board
149
Canada Pension Plan Investment Board
Ontario, Canada
$210K +$210K +6,300 New
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$205K +$108K +3,239 +112%
4 5
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