AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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203 hedge funds and large institutions have $1.7B invested in Avantax, Inc. Common Stock in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
40
Increased
68
Reduced
67
Closed
20
Calls
$5.32M
Puts
$9.65M
Net Calls
-$4.33M
Net Calls Change
-$937K

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
+$29.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$19M
3
BlackRock
BlackRock
New York
+$16.9M
4
WG
Winton Group
United Kingdom
+$10.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$8.01M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$29.1M
2
PWAM
Park West Asset Management
California
-$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
-$17M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$14.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
Icon Advisers
Colorado
– -$1.4M -56,800 Closed
ADEF
202
Adams Diversified Equity Fund
Maryland
– -$745K -30,300 Closed
LSCM
203
LaSalle Street Capital Management
Illinois
– -$569K -23,121 Closed
Mackenzie Financial
204
Mackenzie Financial
Ontario, Canada
– -$384K -15,600 Closed
LCM
205
Laurion Capital Management
New York
– -$374K -15,205 Closed
GC
206
Guggenheim Capital
Illinois
– -$342K -13,928 Closed
IRC
207
Investors Research Corp
Georgia
– -$276K -11,200 Closed
CIM
208
CIM Investment Management
Pennsylvania
– -$206K -8,359 Closed
Pacer Advisors
209
Pacer Advisors
Pennsylvania
– -$133K -5,414 Closed
Macquarie Group
210
Macquarie Group
Australia
– -$117K -4,765 Closed
DekaBank Deutsche Girozentrale
211
DekaBank Deutsche Girozentrale
Germany
– -$84K -3,500 Closed
NIT
212
NumerixS Investment Technologies
British Columbia, Canada
– -$63K -2,600 Closed
FPFS
213
First Personal Financial Services
North Carolina
– -$60K -2,429 Closed
Group One Trading
214
Group One Trading
Illinois
– -$38K -1,526 Closed
TODC
215
Trustees of Dartmouth College
New Hampshire
– -$20K -798 Closed
AF
216
Advisornet Financial
Minnesota
– -$1K -51 Closed
HA
217
Hays Advisory
Tennessee
– -$1K -21 Closed
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