We are live on ! Find out more
AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

Back to rankings

168 hedge funds and large institutions have $1.22B invested in Avantax, Inc. Common Stock in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $907K

23% more capital invested

Capital invested by funds: $996M → $1.22B (+$227M)

7% less funds holding

Funds holding: 181 → 168 (-13)

11% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 63

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

Holders
168
Holders Change
-13
Holders Change %
-7.18%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
56
Reduced
63
Closed
34
Calls
$1.48M
Puts
$907K
Net Calls
+$570K
Net Calls Change
+$918K

Top Buyers

Rank Fund Capital Flow
1
VBA
Van Berkom & Associates
Quebec, Canada
+$22.9M
2
SCM
Simcoe Capital Management
New York
+$21.2M
3
ClearBridge Investments
ClearBridge Investments
New York
+$6.76M
4
N
Nuveen
North Carolina
+$5.14M
5
RCM
Red Cedar Management
Utah
+$4.81M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$10.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.12M
3
MWNA
Marshall Wace North America
New York
-$6.44M
4
HF
HRT Financial
New York
-$5.66M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$4.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
176
Laurion Capital Management
New York
– -$446K -20,600 Closed
LI
177
Leap Investments
Illinois
– -$415K -19,200 Closed
TI
178
Trexquant Investment
Connecticut
– -$327K -15,119 Closed
BCM
179
Bridgeway Capital Management
Texas
– -$325K -15,002 Closed
AIA
180
Affinity Investment Advisors
California
– -$309K -14,262 Closed
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$309K -14,260 Closed
QT
182
Quantbot Technologies
New York
– -$303K -14,030 Closed
HSBC Holdings
183
HSBC Holdings
United Kingdom
– -$271K -12,524 Closed
CGH
184
Crossmark Global Holdings
Texas
– -$260K -12,010 Closed
SRAM
185
Stone Ridge Asset Management
New York
– -$246K -11,376 Closed
Massachusetts Financial Services
186
Massachusetts Financial Services
Massachusetts
– -$236K -10,884 Closed
FHB
187
First Hawaiian Bank
Hawaii
– -$227K -10,500 Closed
DTL
188
Dynamic Technology Lab
Singapore
– -$224K -10,360 Closed
AWM
189
AE Wealth Management
Kansas
– -$208K -9,626 Closed
ECM
190
ExodusPoint Capital Management
New York
– -$208K -9,598 Closed
LC
191
Lavaca Capital
Texas
– -$207K -9,555 Closed
IUHSA
192
Itau Unibanco Holding S.A.
Brazil
– -$227K -7,505 Closed
Canada Pension Plan Investment Board
193
Canada Pension Plan Investment Board
Ontario, Canada
– -$135K -6,237 Closed
Group One Trading
194
Group One Trading
Illinois
– -$26K -1,200 Closed
Bessemer Group
195
Bessemer Group
New Jersey
– -$11K -506 Closed
JCM
196
Jacobi Capital Management
Pennsylvania
– +$67 +3 New
TWP
197
TFO Wealth Partners
Ohio
– +$224 +10 New
VCP
198
Verus Capital Partners
Arizona
– +$336 +15 New
4 5 6 7
8

AVTA Hedge Fund Activity: Q4 2019 in Review

168 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2019, worth a combined $1.22B — up 23% from $996M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of AVTA and 28 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 56 added.

The largest buyer was Van Berkom & Associates, opening a new position worth an estimated $22.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $10.4M sold.

  • 168 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2019, down from 181 in Q3 2019.
  • Funds reported $1.22B of Avantax, Inc. Common Stock stock for Q4 2019, up 23% quarter-over-quarter.
  • 28 funds opened new Avantax, Inc. Common Stock positions in Q4 2019 and 34 closed out, a net change of -6 holders.
  • The largest Avantax, Inc. Common Stock buyer in Q4 2019 was Van Berkom & Associates, an estimated $22.9M added.
  • The largest Avantax, Inc. Common Stock seller in Q4 2019 was Citadel Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2019.