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 %
QT
176
Quantbot Technologies
New York
$28K -$93.6K -2,397 -77%
SWA
177
Sutton Wealth Advisors
Florida
$26.5K – – –
SWM
178
SeaCrest Wealth Management
New York
$26K – – –
DWA
179
Dorsey Wright & Associates
California
$21K +$21K +515 New
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6K – – –
FMP
181
Financial Management Professionals
Texas
$11K +$11K +283 New
AIM
182
Advantage Investment Management
Iowa
$10K – – –
Loomis, Sayles & Company
183
Loomis, Sayles & Company
Massachusetts
$9K – – –
PCG
184
Private Capital Group
Connecticut
$9K – – –
PCM
185
Prelude Capital Management
New York
$9K +$9K +213 New
MCM
186
MV Capital Management
Maryland
$8K +$2.47K +59 +45%
BAM
187
Barrett Asset Management
New York
$6K – – –
ME
188
McIlrath & Eck
Washington
$5K – – –
Bessemer Group
189
Bessemer Group
New Jersey
$4K -$769K -19,797 -99%
WAM
190
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
FQ
191
First Quadrant
California
$4K +$4K +111 New
PFBT
192
Parkside Financial Bank & Trust
Missouri
$2K – – –
WSTAM
193
Wilbanks Smith & Thomas Asset Management
Virginia
$2K +$2K +41 New
GI
194
Gradient Investments
Minnesota
$2K +$2K +53 New
VFA
195
Valeo Financial Advisors
Indiana
$2K +$2K +72 New
RE
196
RBC Europe
United Kingdom
$1.21K – – –
PO
197
Private Ocean
California
$1K – – –
First Manhattan
198
First Manhattan
New York
$1K – – –
CAW
199
Cornerstone Advisors (Washington)
Washington
$1K – – –
KJWM
200
Kiley Juergens Wealth Management
Washington
$1K – – –
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8
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