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 $1.4B invested in Avantax, Inc. Common Stock in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
4.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
73
Reduced
67
Closed
19
Calls
$1.18M
Puts
$697K
Net Calls
+$484K
Net Calls Change
-$627K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$11.6M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$7.21M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41.7M
4
BlackRock
BlackRock
New York
$216M
5
Invesco
Invesco
Georgia
$13.7M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$16.4M
2
PWAM
Park West Asset Management
California
$1.43M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$17.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$17M
5
Goldman Sachs
Goldman Sachs
New York
$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
151
Westover Capital Advisors
Delaware
$252K -$1.52K -50 -0.6%
SG Americas Securities
152
SG Americas Securities
New York
$250K -$261K -8,584 -51%
EMG
153
Ellington Management Group
Connecticut
$249K +$249K +8,200 New
USAA
154
United Services Automobile Association
Texas
$235K -$92K -3,034 -28%
RCM
155
Riverhead Capital Management
Delaware
$232K – – –
GC
156
Guggenheim Capital
Illinois
$221K -$4.87K -160 -2%
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$216K +$207K +6,804 +2,174%
MCIM
158
Meadow Creek Investment Management
Georgia
$202K – – –
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$190K -$145K -4,781 -43%
LIA
160
LS Investment Advisors
Michigan
$174K +$3.61K +119 +2%
FCM
161
Flinton Capital Management
Pennsylvania
$147K – – –
AIP
162
Ameritas Investment Partners
Nebraska
$119K – – –
PHK
163
Point72 Hong Kong
Hong Kong
$107K +$107K +3,523 New
Simplex Trading
164
Simplex Trading
Illinois
$95K +$95K +3,131 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$90K +$39K +1,272 +77%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$85K – – –
AG
167
Advisor Group
Arizona
$69K -$371 -12 -0.5%
NIT
168
NumerixS Investment Technologies
British Columbia, Canada
$67K +$67K +2,200 New
MOACM
169
Mutual of America Capital Management
New York
$53K +$11.1K +363 +26%
GT
170
Glenmede Trust
Pennsylvania
$24.2K -$5.69K -187,434 -19%
TRCT
171
Tower Research Capital (TRC)
New York
$21K +$21K +707 New
SWA
172
Sutton Wealth Advisors
Florida
$20K – – –
Federated Hermes
173
Federated Hermes
Pennsylvania
$19K -$5.11K -165 -21%
LWM
174
Lenox Wealth Management
Ohio
$18K +$1.38K +47 +8%
ME
175
McIlrath & Eck
Washington
$15K – – –
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7
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