AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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181 hedge funds and large institutions have $996M invested in Avantax, Inc. Common Stock in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-22
Holders Change %
-10.84%
% of All Funds
3.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
73
Reduced
54
Closed
47
Calls
$73K
Puts
$421K
Net Calls
-$348K
Net Calls Change
-$832K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$16M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$20.2M
3
Citadel Advisors
Citadel Advisors
Florida
$10.1M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
$23.7M
5
Morgan Stanley
Morgan Stanley
New York
$14M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$804K
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Millennium Management
Millennium Management
New York
$1.14M
4
OAM
Oberweis Asset Management
Illinois
$364K
5
BIM
Bogle Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Massachusetts Financial Services
126
Massachusetts Financial Services
Massachusetts
$236K +$26.3K +1,213 +13%
M&T Bank
127
M&T Bank
New York
$231K +$231K +10,655 New
IUHSA
128
Itau Unibanco Holding S.A.
Brazil
$227K -$339K -11,217 -60%
FHB
129
First Hawaiian Bank
Hawaii
$227K – – –
DTL
130
Dynamic Technology Lab
Singapore
$224K -$1.06M -48,976 -83%
EP
131
Elkfork Partners
Oregon
$223K – – –
PAM
132
Panagora Asset Management
Massachusetts
$217K -$480K -22,169 -69%
XK
133
Xact Kapitalforvaltning
Sweden
$212K – – –
ECM
134
ExodusPoint Capital Management
New York
$208K -$51.4K -2,370 -20%
AWM
135
AE Wealth Management
Kansas
$208K -$12.1K -558 -5%
LC
136
Lavaca Capital
Texas
$207K +$207K +9,555 New
EMG
137
Ellington Management Group
Connecticut
$200K +$22.5K +1,040 +13%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$185K +$49.6K +2,291 +37%
GHCM
139
Glen Harbor Capital Management
California
$184K – – –
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$174K -$18.1K -835 -9%
RCM
141
Riverhead Capital Management
Delaware
$165K – – –
Victory Capital Management
142
Victory Capital Management
Texas
$153K +$153K +7,058 New
MCIM
143
Meadow Creek Investment Management
Georgia
$144K – – –
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140K -$14K -647 -9%
Canada Pension Plan Investment Board
145
Canada Pension Plan Investment Board
Ontario, Canada
$135K -$1.03M -47,373 -88%
LIA
146
LS Investment Advisors
Michigan
$124K – – –
FCM
147
Flinton Capital Management
Pennsylvania
$105K – – –
PHK
148
Point72 Hong Kong
Hong Kong
$104K +$28K +1,295 +37%
AIP
149
Ameritas Investment Partners
Nebraska
$85K – – –
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$61K – – –
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6
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