AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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150 hedge funds and large institutions have $904M invested in Avantax, Inc. Common Stock in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
150
Holders Change
+4
Holders Change %
+2.74%
% of All Funds
4.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
22
Increased
67
Reduced
43
Closed
17
Calls
$6.8M
Puts
$2.74M
Net Calls
+$4.06M
Net Calls Change
+$144K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$22.8M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$16M
3
HA
3
Hays Advisory
Tennessee
$14.3M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$7.96M
5
Invesco
5
Invesco
Georgia
$9.49M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
HCM
2
Hawkeye Capital Management
Florida
$0
3
GCM
3
Gruss Capital Management
New York
$10.5M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$3.8M
5
SCA
5
SAC Capital Advisors
Connecticut
$34.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M 5,122,539 -1,024,416 -17%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$70.6M 3,071,391 +65,956 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.8M 2,428,906 +66,698 +3%
BFA
4
BlackRock Fund Advisors
California
$52.4M 2,281,355 +246,307 +12%
SCA
5
SAC Capital Advisors
Connecticut
$34.6M 1,504,010 -248,790 -14%
Renaissance Technologies
6
Renaissance Technologies
New York
$32.2M 1,399,400 -228,100 -14%
BIT
7
BlackRock Institutional Trust
California
$29.7M 1,292,206 +123,868 +11%
Northern Trust
8
Northern Trust
Illinois
$29.6M 1,287,565 +58,223 +5%
Morgan Stanley
9
Morgan Stanley
New York
$26.1M 1,135,407 -31,639 -3%
RCM
10
Raging Capital Management
New Jersey
$23.5M 1,020,502 +14,000 +1%
Deutsche Bank
11
Deutsche Bank
Germany
$22.8M 990,943 +877,314 +772%
State Street
12
State Street
Massachusetts
$20.8M 903,688 +20,505 +2%
WCM Investment Management
13
WCM Investment Management
California
$20.1M 873,619 +31,192 +4%
TAM
14
Third Avenue Management
New York
$16.7M 726,320 +20,150 +3%
Artisan Partners
15
Artisan Partners
Wisconsin
$16M 696,461 +649,949 +1,397%
HA
16
Hays Advisory
Tennessee
$14.3M 623,127 +623,127 New
FA
17
Friess Associates
Delaware
$13.6M 590,490 +93,840 +19%
NA
18
NS Advisors
Connecticut
$13.4M 584,896 -16,000 -3%
PCM
19
Proxima Capital Management
New York
$13.3M 577,974 -92,119 -14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$13.2M 574,355 -19,804 -3%
GT
21
Glenmede Trust
Pennsylvania
$11.3M 473,604 +66,085 +16%
GCM
22
Gruss Capital Management
New York
$10.5M 455,946 -587,654 -56%
RA
23
Royce & Associates
New York
$9.67M 420,730 -42,600 -9%
Invesco
24
Invesco
Georgia
$9.49M 412,783 +327,589 +385%
Allianz Asset Management
25
Allianz Asset Management
Germany
$8.84M 384,661 -6,903 -2%
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