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 $1.4B invested in Avantax, Inc. Common Stock in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
4.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
73
Reduced
67
Closed
19
Calls
$1.18M
Puts
$697K
Net Calls
+$484K
Net Calls Change
-$627K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$11.6M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$7.21M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41.7M
4
BlackRock
BlackRock
New York
$216M
5
Invesco
Invesco
Georgia
$13.7M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$16.4M
2
PWAM
Park West Asset Management
California
$1.43M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$17.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$17M
5
Goldman Sachs
Goldman Sachs
New York
$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$445K – – –
AIA
127
Affinity Investment Advisors
California
$431K +$16.4K +541 +4%
JG
128
Jefferies Group
New York
$425K +$425K +13,986 New
UCFA
129
United Capital Financial Advisors
Texas
$406K -$15.8K -538 -4%
LSCM
130
LaSalle Street Capital Management
Illinois
$374K -$2.07K -68 -0.5%
CGH
131
Crossmark Global Holdings
Texas
$369K -$14.7K -486 -4%
ECM
132
ExodusPoint Capital Management
New York
$363K +$363K +11,968 New
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$354K -$51K -1,679 -13%
Two Sigma Investments
134
Two Sigma Investments
New York
$337K +$337K +11,110 New
FHB
135
First Hawaiian Bank
Hawaii
$319K +$69.6K +2,290 +28%
HF
136
HRT Financial
New York
$318K +$318K +10,490 New
EP
137
Elkfork Partners
Oregon
$313K – – –
SO
138
STRS Ohio
Ohio
$312K +$21.2K +700 +7%
QCM
139
Quantinno Capital Management
New York
$309K -$411K -13,532 -57%
AWM
140
AE Wealth Management
Kansas
$309K +$309K +10,184 New
SS
141
Simplicity Solutions
Minnesota
$300K +$114K +3,751 +61%
XK
142
Xact Kapitalforvaltning
Sweden
$298K – – –
Massachusetts Financial Services
143
Massachusetts Financial Services
Massachusetts
$294K +$40.9K +1,345 +16%
RFC
144
Regions Financial Corp
Alabama
$280K -$20.5K -675 -7%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$271K +$84K +2,754 +45%
VRS
146
Virginia Retirement Systems
Virginia
$270K -$21.2K -700 -7%
AB
147
Amalgamated Bank
New York
$263K +$35.7K +1,175 +16%
GHCM
148
Glen Harbor Capital Management
California
$258K – – –
TCM
149
Teza Capital Management
Illinois
$258K +$258K +8,508 New
ARTA
150
A.R.T. Advisors
New York
$257K +$257K +8,456 New
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