AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.87B invested in Avantax, Inc. Common Stock in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
81
Reduced
54
Closed
29
Calls
$5.38M
Puts
$6.41M
Net Calls
-$1.03M
Net Calls Change
+$3.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$20M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$18.5M
4
Morgan Stanley
Morgan Stanley
New York
+$14.6M
5
BlackRock
BlackRock
New York
+$13.5M

Top Sellers

1
PWAM
Park West Asset Management
California
-$20.4M
2
Man Group
Man Group
United Kingdom
-$12.9M
3
WG
Winton Group
United Kingdom
-$11.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.7M
5
CAM
ClariVest Asset Management
California
-$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
201
Financial Gravity Asset Management
Texas
$1K +$59 +1 +6%
JA
202
JOYN Advisors
Georgia
$1K +$308 +4 +44%
TWA
203
TCI Wealth Advisors
Arizona
$1K +$1K +20 New
FRA
204
Front Row Advisors
California
$5 – – –
PWAM
205
Park West Asset Management
California
– -$20.4M -550,000 Closed
WG
206
Winton Group
United Kingdom
– -$11.5M -310,177 Closed
Arrowstreet Capital
207
Arrowstreet Capital
Massachusetts
– -$10.7M -288,311 Closed
GAM
208
Gotham Asset Management
New York
– -$4.34M -117,218 Closed
HSBC Holdings
209
HSBC Holdings
United Kingdom
– -$3.63M -98,079 Closed
EI
210
EAM Investors
California
– -$2.94M -79,478 Closed
OAM
211
Oxford Asset Management
United Kingdom
– -$2.27M -61,393 Closed
MAM
212
Martingale Asset Management
Massachusetts
– -$2.21M -59,727 Closed
BCM
213
BlueCrest Capital Management
Jersey
– -$1.83M -49,505 Closed
EGM
214
Engineers Gate Manager
New York
– -$1.51M -40,841 Closed
CIC
215
Cornercap Investment Counsel
Georgia
– -$1.2M -32,405 Closed
MSL
216
Mackay Shields LLC
New York
– -$1.06M -28,679 Closed
SEI Investments
217
SEI Investments
Pennsylvania
– -$981K -26,502 Closed
QI
218
QS Investors
New York
– -$829K -22,407 Closed
AIM
219
Assured Investment Management
New York
– -$639K -17,277 Closed
SCC
220
Spring Creek Capital
Kansas
– -$559K -15,096 Closed
II
221
Ibex Investors
Colorado
– -$387K -10,454 Closed
Walleye Trading
222
Walleye Trading
New York
– -$332K -8,985 Closed
PAG
223
Private Advisor Group
New Jersey
– -$288K -7,789 Closed
AB
224
Amalgamated Bank
New York
– -$274K -7,413 Closed
QIM
225
Quantitative Investment Management
Virginia
– -$270K -7,300 Closed
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