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 %
PFBT
176
Parkside Financial Bank & Trust
Missouri
$2K – – –
TWA
177
TCI Wealth Advisors
Arizona
$2K +$1.39K +45 +225%
GAM
178
Gemmer Asset Management
California
$2K +$2K +76 New
AIC
179
Ameritas Investment Company
Nebraska
$2K +$2K +81 New
CG
180
Cutler Group
California
$2K +$2K +100 New
CAW
181
Cornerstone Advisors (Washington)
Washington
$1K – – –
First Manhattan
182
First Manhattan
New York
$1K – – –
GI
183
Gradient Investments
Minnesota
$1K – – –
FTI
184
Fiduciary Trust International
Massachusetts
$1K +$1K +22 New
RE
185
RBC Europe
United Kingdom
$799 – – –
AAMU
186
Amundi Asset Management US
Massachusetts
$542 – – –
RCAG
187
Rehmann Capital Advisory Group
Michigan
$506 +$506 +19 New
RA
188
Royce & Associates
New York
– -$5.58M -138,740 Closed
Marshall Wace
189
Marshall Wace
United Kingdom
– -$3.11M -77,164 Closed
Two Sigma Investments
190
Two Sigma Investments
New York
– -$2.41M -59,973 Closed
Squarepoint
191
Squarepoint
New York
– -$2.41M -59,834 Closed
EMFAT
192
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$1.71M -42,460 Closed
Citadel Advisors
193
Citadel Advisors
Florida
– -$1.67M -41,354 Closed
Man Group
194
Man Group
United Kingdom
– -$1.57M -38,880 Closed
PI
195
PEAK6 Investments
Illinois
– -$1.36M -33,801 Closed
MWNA
196
Marshall Wace North America
New York
– -$1.09M -26,987 Closed
GSC
197
G&S Capital
Colorado
– -$870K -21,621 Closed
EMG
198
Ellington Management Group
Connecticut
– -$849K -21,100 Closed
IR
199
Invictus RG
Bermuda
– -$686K -17,033 Closed
SAM
200
Sawgrass Asset Management
Florida
– -$649K -16,135 Closed
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