AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.87B invested in Avantax, Inc. Common Stock in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
81
Reduced
54
Closed
29
Calls
$5.38M
Puts
$6.41M
Net Calls
-$1.03M
Net Calls Change
+$3.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$20M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$18.5M
4
Morgan Stanley
Morgan Stanley
New York
+$14.6M
5
BlackRock
BlackRock
New York
+$13.5M

Top Sellers

1
PWAM
Park West Asset Management
California
-$20.4M
2
Man Group
Man Group
United Kingdom
-$12.9M
3
WG
Winton Group
United Kingdom
-$11.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.7M
5
CAM
ClariVest Asset Management
California
-$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$270K +$252K +6,284 +1,431%
MCIM
152
Meadow Creek Investment Management
Georgia
$267K +$56.6K +1,408 +27%
LOAMU
153
Lombard Odier Asset Management (USA)
New York
$263K +$263K +6,537 New
KIG
154
Kessler Investment Group
Indiana
$260K +$60.5K +1,505 +30%
DADC
155
D.A. Davidson & Co
Montana
$250K +$250K +6,219 New
CIBC Asset Management
156
CIBC Asset Management
Ontario, Canada
$233K – – –
Pacer Advisors
157
Pacer Advisors
Pennsylvania
$214K +$214K +5,308 New
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$211K -$148K -3,673 -41%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$204K -$381K -9,479 -65%
FCM
160
Flinton Capital Management
Pennsylvania
$194K +$41.1K +1,024 +27%
MCM
161
McKinley Capital Management
Alaska
$182K -$16.3K -404 -8%
TRCT
162
Tower Research Capital (TRC)
New York
$179K -$78.8K -1,958 -31%
AIP
163
Ameritas Investment Partners
Nebraska
$157K – – –
FA
164
Fortis Advisors
Pennsylvania
$131K +$131K +3,251 New
ASN
165
Advisory Services Network
Georgia
$121K +$12.2K +302 +11%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$110K +$23K +570 +26%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$102K -$160 -4 -0.2%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$99K +$42.1K +1,058 +74%
VCM
169
Versant Capital Management
Arizona
$73K +$161 +4 +0.2%
LIA
170
LS Investment Advisors
Michigan
$54K – – –
MAM
171
Meeder Asset Management
Ohio
$43K -$61.2K -1,518 -59%
BFEC
172
Benjamin F. Edwards & Company
Missouri
$41K +$41K +1,024 New
NIT
173
NumerixS Investment Technologies
British Columbia, Canada
$41K +$41K +1,100 New
MOACM
174
Mutual of America Capital Management
New York
$36K +$29.1K +730 +422%
MWM
175
MinichMacGregor Wealth Management
New York
$31K +$31K +817 New
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