AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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149 hedge funds and large institutions have $691M invested in Avantax, Inc. Common Stock in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
52
Reduced
53
Closed
20
Calls
$4.17M
Puts
$4.52M
Net Calls
-$351K
Net Calls Change
+$2.9M

Top Buyers

1
AA
Ancora Advisors
Ohio
$12.9M
2
GGPE
Golden Gate Private Equity
California
$10.2M
3
UBS Group
UBS Group
Switzerland
$8.9M
4
BlackRock
BlackRock
New York
$118M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$23.8M

Top Sellers

1
AC
Armistice Capital
New York
$21.1M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
$1.35M
3
Renaissance Technologies
Renaissance Technologies
New York
$29.5M
4
EWM
Empirical Wealth Management
Washington
$3.41M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$36K +$279 +18 +0.8%
US Bancorp
127
US Bancorp
Minnesota
$29K -$110K -6,936 -79%
GRP
128
Global Retirement Partners
California
$21K +$1.67K +106 +9%
PHK
129
Point72 Hong Kong
Hong Kong
$18K -$35.2K -2,267 -66%
Macquarie Group
130
Macquarie Group
Australia
$13K – – –
SWA
131
Sutton Wealth Advisors
Florida
$10.5K – – –
FTDI
132
First Trust Direct Indexing
Massachusetts
$9K +$9K +595 New
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.3K – – –
VCM
134
Versant Capital Management
Arizona
$4K -$76 -5 -2%
FCH
135
Freestone Capital Holdings
Washington
$3.77K +$32 +2 +0.9%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$2K – – –
AF
137
Advisornet Financial
Minnesota
$2K – – –
BAM
138
Barrett Asset Management
New York
$2K – – –
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$2K +$737 +35 +58%
IAIM
140
International Assets Investment Management
Florida
$2K +$2K +100 New
TFO
141
Tarbox Family Office
California
$1K – – –
ACM
142
AUA Capital Management
Pennsylvania
$1K – – –
IWP
143
IAG Wealth Partners
Wisconsin
$1K – – –
AIG
144
American International Group
New York
$516 -$13 -811 -2%
RE
145
RBC Europe
United Kingdom
$477 – – –
Federated Hermes
146
Federated Hermes
Pennsylvania
– -$2.95M -313,623 Closed
SEI Investments
147
SEI Investments
Pennsylvania
– -$2.34M -247,921 Closed
SI
148
Scout Investments
Missouri
– -$1.74M -185,018 Closed
GCP
149
GSA Capital Partners
United Kingdom
– -$1.71M -181,062 Closed
GT
150
Glenmede Trust
Pennsylvania
– -$1.28M -135,572 Closed
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