AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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151 hedge funds and large institutions have $784M invested in Avantax, Inc. Common Stock in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
42
Reduced
58
Closed
14
Calls
$12.3M
Puts
$14.7M
Net Calls
-$2.45M
Net Calls Change
-$1.68M

Top Buyers

1
HPC
Hill Path Capital
New York
$40.1M
2
ECM
Engine Capital Management
New York
$11.9M
3
NM
Newtyn Management
New York
$10.4M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.13M
5
BlackRock
BlackRock
New York
$136M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$46M
2
Renaissance Technologies
Renaissance Technologies
New York
$19.2M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$20.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$5.76M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Sutton Wealth Advisors
Florida
$11.7K +$260 +15 +2%
EVM
127
Eaton Vance Management
Massachusetts
$6K +$744 +45 +14%
VCM
128
Versant Capital Management
Arizona
$5K – – –
Osaic Holdings
129
Osaic Holdings
Arizona
$5K +$59 +3 +1%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +276 New
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.68K – – –
TWA
132
TCI Wealth Advisors
Arizona
$4K +$4K +236 New
STCOSD
133
Sageworth Trust Company of South Dakota
South Dakota
$3K +$3K +149 New
SWM
134
Spire Wealth Management
Virginia
$2K -$2K -100 -50%
Fuller & Thaler Asset Management
135
Fuller & Thaler Asset Management
California
$2K -$878 -54 -31%
BAM
136
Byrne Asset Management
New Jersey
$2K +$2K +100 New
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$2K +$2K +106 New
SFM
138
Signet Financial Management
New Jersey
$2K +$2K +128 New
ST
139
Sageworth Trust
Pennsylvania
$1K -$3.35K -154 -77%
TFO
140
Tarbox Family Office
California
$1K – – –
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +65 New
EWA
142
EverSource Wealth Advisors
Alabama
$1K +$1K +82 New
VRS
143
Virginia Retirement Systems
Virginia
$456 +$456 +26,300 New
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$452 -$7 -399 -2%
Assenagon Asset Management
145
Assenagon Asset Management
Luxembourg
– -$4.18M -268,291 Closed
SCM
146
SCW Capital Management
Texas
– -$3.67M -235,141 Closed
CM
147
CM Management
Florida
– -$1.01M -65,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
148
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$653K -41,871 Closed
OQS
149
Occudo Quantitative Strategies
Florida
– -$427K -27,363 Closed
JG
150
Jefferies Group
New York
– -$395K -25,350 Closed
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