AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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193 hedge funds and large institutions have $1.53B invested in Avantax, Inc. Common Stock in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
63
Reduced
68
Closed
28
Calls
$5.64M
Puts
$4.53M
Net Calls
+$1.11M
Net Calls Change
+$1.36M

Top Buyers

1
PWAM
Park West Asset Management
California
$10M
2
Millennium Management
Millennium Management
New York
$10.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$22.4M
4
First Trust Advisors
First Trust Advisors
Illinois
$85.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$24.2M

Top Sellers

1
HCS
Harvest Capital Strategies
California
$0
2
Invesco
Invesco
Georgia
$8.69M
3
Morgan Stanley
Morgan Stanley
New York
$3.4M
4
CAM
ClariVest Asset Management
California
$3.78M
5
Vanguard Group
Vanguard Group
Pennsylvania
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
176
Advantage Investment Management
Iowa
$5K -$7.57K -215 -60%
BAM
177
Barrett Asset Management
New York
$5K – – –
FRA
178
Front Row Advisors
California
$5K – – –
GAM
179
Gemmer Asset Management
California
$4K +$1.51K +46 +61%
CG
180
Cutler Group
California
$3K – – –
NFH
181
NEXT Financial Holdings
Texas
$3K +$3K +88 New
NFG
182
Next Financial Group
Texas
$3K +$3K +88 New
BCI
183
Brinker Capital Investments
Pennsylvania
$3K +$3K +98 New
SWM
184
SeaCrest Wealth Management
New York
$2K -$18.6K -587 -90%
TWA
185
TCI Wealth Advisors
Arizona
$2K – – –
RE
186
RBC Europe
United Kingdom
$1K – – –
PFBT
187
Parkside Financial Bank & Trust
Missouri
$1K -$1.16K -22 -54%
CAW
188
Cornerstone Advisors (Washington)
Washington
$1K – – –
First Manhattan
189
First Manhattan
New York
$1K – – –
RCAG
190
Rehmann Capital Advisory Group
Michigan
$734 +$100 +3 +16%
HCS
191
Harvest Capital Strategies
California
– -$9.79M -367,340 Closed
CM
192
Castleark Management
Illinois
– -$4.88M -183,295 Closed
Russell Investments Group
193
Russell Investments Group
United Kingdom
– -$2.07M -77,572 Closed
NPCM
194
North Peak Capital Management
New York
– -$2M -75,000 Closed
LSC
195
Lyon Street Capital
California
– -$1.97M -73,900 Closed
Canada Life
196
Canada Life
Manitoba, Canada
– -$1.55M -62,828 Closed
Nordea Investment Management
197
Nordea Investment Management
Sweden
– -$1.2M -45,100 Closed
LOAMU
198
Lombard Odier Asset Management (USA)
New York
– -$1.2M -45,000 Closed
TCM
199
Timpani Capital Management
Wisconsin
– -$922K -34,592 Closed
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
– -$855K -32,097 Closed
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