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 $1.7B invested in Avantax, Inc. Common Stock in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
40
Increased
68
Reduced
67
Closed
20
Calls
$5.32M
Puts
$9.65M
Net Calls
-$4.33M
Net Calls Change
-$937K

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
+$29.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$19M
3
BlackRock
BlackRock
New York
+$16.9M
4
WG
Winton Group
United Kingdom
+$10.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$8.01M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$29.1M
2
PWAM
Park West Asset Management
California
-$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
-$17M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$14.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
151
One Wealth Advisors
California
$262K +$257K +6,959 +5,437%
EMG
152
Ellington Management Group
Connecticut
$252K -$463K -12,500 -65%
GHCM
153
Glen Harbor Capital Management
California
$246K – – –
HI
154
HBK Investments
Texas
$245K +$245K +6,621 New
CC
155
Cipher Capital
New York
$241K -$137K -3,708 -36%
TRCT
156
Tower Research Capital (TRC)
New York
$237K +$237K +6,404 New
PAM
157
Panagora Asset Management
Massachusetts
$229K -$873K -23,640 -79%
RCM
158
Riverhead Capital Management
Delaware
$220K – – –
CIBC Asset Management
159
CIBC Asset Management
Ontario, Canada
$214K +$214K +5,789 New
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$214K +$214K +5,797 New
MCIM
161
Meadow Creek Investment Management
Georgia
$194K – – –
KIG
162
Kessler Investment Group
Indiana
$183K +$19.1K +518 +12%
MCM
163
McKinley Capital Management
Alaska
$182K -$12.6K -341 -6%
AIP
164
Ameritas Investment Partners
Nebraska
$145K +$10.6K +287 +8%
FCM
165
Flinton Capital Management
Pennsylvania
$141K – – –
Simplex Trading
166
Simplex Trading
Illinois
$119K +$93.2K +2,524 +361%
QT
167
Quantbot Technologies
New York
$115K +$115K +3,114 New
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
$115K -$437K -11,813 -79%
ASN
169
Advisory Services Network
Georgia
$103K +$103K +2,701 New
MAM
170
Meeder Asset Management
Ohio
$95.6K +$81.9K +2,214 +597%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$95K -$46.1K -1,237 -33%
AG
172
Advisor Group
Arizona
$86K – – –
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$80K – – –
VCM
174
Versant Capital Management
Arizona
$67K – – –
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$53K +$20.7K +559 +64%
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