AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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181 hedge funds and large institutions have $996M invested in Avantax, Inc. Common Stock in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-22
Holders Change %
-10.84%
% of All Funds
3.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
73
Reduced
54
Closed
47
Calls
$73K
Puts
$421K
Net Calls
-$348K
Net Calls Change
-$832K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$16M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$20.2M
3
Citadel Advisors
Citadel Advisors
Florida
$10.1M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
$23.7M
5
Morgan Stanley
Morgan Stanley
New York
$14M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$804K
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Millennium Management
Millennium Management
New York
$1.14M
4
OAM
Oberweis Asset Management
Illinois
$364K
5
BIM
Bogle Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
176
RBC Europe
United Kingdom
$649 – – –
VNIM
177
Vaughan Nelson Investment Management
Texas
– -$16.4M -539,700 Closed
BIM
178
Bogle Investment Management
Massachusetts
– -$2.41M -79,223 Closed
SCM
179
Simcoe Capital Management
New York
– -$2.01M -66,086 Closed
Canada Life
180
Canada Life
Manitoba, Canada
– -$1.99M -65,520 Closed
PA
181
Profund Advisors
Maryland
– -$1.86M -61,297 Closed
EMFAT
182
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$1.6M -52,702 Closed
OSAM
183
O'Shaughnessy Asset Management
Connecticut
– -$1.53M -50,426 Closed
PWAM
184
Park West Asset Management
California
– -$1.43M -46,918 Closed
OAM
185
Oxford Asset Management
United Kingdom
– -$1.42M -46,767 Closed
Natixis Advisors
186
Natixis Advisors
Massachusetts
– -$1.38M -45,522 Closed
WCM
187
Weld Capital Management
New York
– -$1.24M -40,840 Closed
Tudor Investment Corp
188
Tudor Investment Corp
Connecticut
– -$1.23M -40,533 Closed
ERSOT
189
Employees Retirement System of Texas
Texas
– -$699K -23,000 Closed
SGAM
190
Smith Group Asset Management
Texas
– -$643K -21,164 Closed
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
– -$632K -20,810 Closed
AAMU
192
Amundi Asset Management US
Massachusetts
– -$618K -20,359 Closed
BCM
193
BBT Capital Management
Texas
– -$567K -18,659 Closed
SIM
194
Spark Investment Management
New York
– -$531K -17,500 Closed
EGM
195
Engineers Gate Manager
New York
– -$491K -16,169 Closed
Balyasny Asset Management
196
Balyasny Asset Management
Illinois
– -$476K -15,684 Closed
UCFA
197
United Capital Financial Advisors
Texas
– -$406K -13,849 Closed
SO
198
STRS Ohio
Ohio
– -$312K -10,300 Closed
QCM
199
Quantinno Capital Management
New York
– -$309K -10,174 Closed
SS
200
Simplicity Solutions
Minnesota
– -$300K -9,885 Closed
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