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 $420M invested in Avantax, Inc. Common Stock in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
42
Reduced
60
Closed
29
Calls
$952K
Puts
$4.21M
Net Calls
-$3.25M
Net Calls Change
-$3.44M

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$12.1M
2
AC
Armistice Capital
New York
+$8.97M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$6.52M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.49M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.18M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$19.3M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$7.53M
3
GT
Glenmede Trust
Pennsylvania
-$3.44M
4
BlackRock
BlackRock
New York
-$2.55M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
151
SG Americas Securities
New York
– -$359K -31,404 Closed
Jane Street
152
Jane Street
New York
– -$263K -23,043 Closed
MAM
153
Martingale Asset Management
Massachusetts
– -$237K -20,717 Closed
American Century Companies
154
American Century Companies
Missouri
– -$185K -16,171 Closed
AG
155
Aperio Group
California
– -$175K -15,345 Closed
OR
156
Olympiad Research
Connecticut
– -$172K -15,082 Closed
ZCM
157
Zebra Capital Management
Connecticut
– -$166K -14,497 Closed
PP
158
Paloma Partners
Connecticut
– -$164K -14,387 Closed
HW
159
Hancock Whitney
Mississippi
– -$134K -11,731 Closed
SSA
160
Schonfeld Strategic Advisors
New York
– -$129K -11,318 Closed
RA
161
Royce & Associates
New York
– -$64K -5,600 Closed
NIT
162
NumerixS Investment Technologies
British Columbia, Canada
– -$41K -3,600 Closed
CAN
163
Cetera Advisor Networks
California
– -$25K -2,210 Closed
LIA
164
LS Investment Advisors
Michigan
– -$16K -1,399 Closed
PAG
165
Private Advisor Group
New Jersey
– -$7K -615 Closed
KPW
166
Kore Private Wealth
New York
– -$4K -400 Closed
PCM
167
Prelude Capital Management
New York
– -$4K -324 Closed
FHA
168
Flagship Harbor Advisors
Massachusetts
– -$3K -296 Closed
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
– -$2K -178 Closed
PCG
170
Private Capital Group
Connecticut
– -$2K -166 Closed
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