AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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154 hedge funds and large institutions have $760M invested in Avantax, Inc. Common Stock in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
49
Reduced
59
Closed
9
Calls
$10.8M
Puts
$17.2M
Net Calls
-$6.43M
Net Calls Change
+$3.04M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$10.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.3M
3
Russell Investments Group
Russell Investments Group
United Kingdom
$21.8M
4
Millennium Management
Millennium Management
New York
$7.48M
5
GCP
GSA Capital Partners
United Kingdom
$2.61M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$3K
2
VBA
Van Berkom & Associates
Quebec, Canada
$70.4M
3
Walleye Trading
Walleye Trading
New York
$479K
4
BlackRock
BlackRock
New York
$135M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
126
Wells Fargo
California
$57K -$290K -16,658 -84%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$52K -$259 -15 -0.5%
FC
128
FORA Capital
Florida
$42K +$42K +2,449 New
AS
129
Altshuler Shaham
Israel
$39K +$16.3K +952 +72%
HI
130
Harbour Investments
Wisconsin
$35K – – –
US Bancorp
131
US Bancorp
Minnesota
$31K -$34 -2 -0.1%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$25K -$435 -25 -2%
SWA
133
Sutton Wealth Advisors
Florida
$11.4K – – –
EVM
134
Eaton Vance Management
Massachusetts
$7K +$3.86K +238 +123%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$7K +$7K +402 New
VCM
136
Versant Capital Management
Arizona
$6K +$18 +1 +0.3%
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.67K – – –
Fuller & Thaler Asset Management
138
Fuller & Thaler Asset Management
California
$3K -$12M -705,955 -100%
Osaic Holdings
139
Osaic Holdings
Arizona
$3K -$27.9K -2,100 -90%
SWM
140
Spire Wealth Management
Virginia
$3K – – –
ST
141
Sageworth Trust
Pennsylvania
$3K +$3K +200 New
AF
142
Advisornet Financial
Minnesota
$2K – – –
TFO
143
Tarbox Family Office
California
$1K – – –
JPLA
144
Joseph P. Lucia & Associates
New York
$1K – – –
IWP
145
IAG Wealth Partners
Wisconsin
$1K – – –
AIG
146
American International Group
New York
$546 -$9 -536 -2%
RE
147
RBC Europe
United Kingdom
$519 – – –
California Public Employees Retirement System
148
California Public Employees Retirement System
California
– -$1.64M -98,600 Closed
AI
149
Atom Investors
Texas
– -$782K -46,991 Closed
GC
150
Globeflex Capital
California
– -$525K -31,521 Closed
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