AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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192 hedge funds and large institutions have $1.23B invested in Avantax, Inc. Common Stock in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-16
Holders Change %
-7.69%
% of All Funds
4.28%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
68
Reduced
59
Closed
50
Calls
$1.08M
Puts
$1.33M
Net Calls
-$244K
Net Calls Change
+$785K

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$38.9M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$20.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$17.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$7.18M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$3.85M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$16.8M
2
First Trust Advisors
First Trust Advisors
Illinois
-$9.83M
3
HCS
Harvest Capital Strategies
California
-$9.53M
4
Prudential Financial
Prudential Financial
New Jersey
-$7.49M
5
Morgan Stanley
Morgan Stanley
New York
-$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
151
McKinley Capital Management
Alaska
$56K -$63.3K -2,398 -53%
QT
152
Quantamental Technologies
New York
$51K +$51K +1,902 New
VCM
153
Versant Capital Management
Arizona
$48K – – –
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$47K -$18.5K -703 -28%
MOACM
155
Mutual of America Capital Management
New York
$32K +$7.9K +296 +33%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$30.6K -$1.48M -55,681 -98%
GT
157
Glenmede Trust
Pennsylvania
$29.5K -$1.87K -70,073 -6%
MAM
158
Meeder Asset Management
Ohio
$20K -$7.36K -287 -27%
SWA
159
Sutton Wealth Advisors
Florida
$17.5K – – –
SWM
160
SeaCrest Wealth Management
New York
$17K – – –
DWA
161
Dorsey Wright & Associates
California
$16K +$2.67K +103 +20%
Simplex Trading
162
Simplex Trading
Illinois
$16K +$16K +627 New
NIT
163
NumerixS Investment Technologies
British Columbia, Canada
$13K -$15.6K -600 -55%
WAM
164
Wealthspire Advisors (Maryland)
Maryland
$11K +$8.18K +311 +291%
PRC
165
Pearl River Capital
Michigan
$11K +$11K +423 New
AIM
166
Advantage Investment Management
Iowa
$10K +$2.94K +105 +42%
LTFS
167
Ladenburg Thalmann Financial Services
Florida
$9K -$176K -6,396 -95%
SPL
168
Smart Portfolios LLC
Washington
$9K +$9K +349 New
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.34K – – –
PCG
170
Private Capital Group
Connecticut
$8K +$1.44K +53 +22%
ER
171
Enlightenment Research
Florida
$5K +$5K +200 New
TRCT
172
Tower Research Capital (TRC)
New York
$4K -$112K -4,293 -97%
FRA
173
Front Row Advisors
California
$4K -$141 -5 -3%
BAM
174
Barrett Asset Management
New York
$4K – – –
ME
175
McIlrath & Eck
Washington
$3K – – –
5 6
7
8 9