AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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149 hedge funds and large institutions have $399M invested in Avantax, Inc. Common Stock in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 21 closing their positions.

Holders
149
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
43
Reduced
63
Closed
21
Calls
$8.55M
Puts
$3.81M
Net Calls
+$4.74M
Net Calls Change
+$14.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$47.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.3M
4
NC
4
Northpointe Capital
Michigan
$3.99M
5
NI
5
Numeric Investors
Massachusetts
$6.46M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.99M
2
AC
2
Armistice Capital
New York
$0
3
PCM
3
Portolan Capital Management
Massachusetts
$1.45M
4
RA
4
Royce & Associates
New York
$9.08M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$47.7M 4,262,758 +4,262,758 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$39.5M 3,523,268 +42,678 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.7M 3,275,247 +125,202 +4%
BFA
4
BlackRock Fund Advisors
California
$31.5M 2,816,280 +90,058 +3%
First Trust Advisors
5
First Trust Advisors
Illinois
$20.7M 1,847,004 -69,957 -4%
Renaissance Technologies
6
Renaissance Technologies
New York
$14.3M 1,276,100 +360,700 +39%
PCM
7
Pennant Capital Management
New Jersey
$13.2M 1,181,474 +48,364 +4%
BIT
8
BlackRock Institutional Trust
California
$12.5M 1,117,499 +15,146 +1%
Morgan Stanley
9
Morgan Stanley
New York
$12.3M 1,094,257 +940,797 +613%
Norges Bank
10
Norges Bank
Norway
$12M 1,122,811 +92,936 +9%
State Street
11
State Street
Massachusetts
$11.5M 1,027,149 +34,071 +3%
PWAM
12
Park West Asset Management
California
$11.2M 1,000,000 -8,204 -0.8%
GI
13
GAMCO Investors
Connecticut
$9.38M 837,680 -108,520 -11%
RA
14
Royce & Associates
New York
$9.08M 810,253 -412,600 -34%
PC
15
Permit Capital
Pennsylvania
$7.51M 670,315 -57,500 -8%
NI
16
Numeric Investors
Massachusetts
$6.46M 576,800 +349,500 +154%
GF
17
Gabelli Funds
New York
$6M 536,000 -30,796 -5%
Northern Trust
18
Northern Trust
Illinois
$5.15M 459,287 +9,704 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.66M 416,031 -6,994 -2%
NC
20
Northpointe Capital
Michigan
$3.99M 356,261 +356,261 New
Invesco
21
Invesco
Georgia
$3.59M 320,115 +48,382 +18%
Allianz Asset Management
22
Allianz Asset Management
Germany
$3.49M 311,965 +134,094 +75%
CAM
23
ClariVest Asset Management
California
$3.45M 307,781 -196,604 -39%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.29M 294,154 -2,584 -0.9%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.1M 276,333 -14,717 -5%
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