AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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144 hedge funds and large institutions have $529M invested in Avantax, Inc. Common Stock in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 25 closing their positions.

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
55
Reduced
48
Closed
25
Calls
$17.4M
Puts
$5.78M
Net Calls
+$11.6M
Net Calls Change
+$6.85M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$77.7M
2
BFA
2
BlackRock Fund Advisors
California
$47.6M
3
NI
3
Numeric Investors
Massachusetts
$12.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$5.84M
5
Group One Trading
5
Group One Trading
Illinois
$3.49M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.68M
2
PCM
2
Pennant Capital Management
New Jersey
$13.1M
3
RA
3
Royce & Associates
New York
$7.98M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$1.28M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$24.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$77.7M 5,264,988 +1,002,230 +24%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$52.1M 3,534,829 +11,561 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.4M 3,348,050 +72,803 +2%
BFA
4
BlackRock Fund Advisors
California
$47.6M 3,227,395 +411,115 +15%
First Trust Advisors
5
First Trust Advisors
Illinois
$24.4M 1,651,181 -195,823 -11%
Norges Bank
6
Norges Bank
Norway
$16.6M 1,122,811 – –
BIT
7
BlackRock Institutional Trust
California
$16.5M 1,115,412 -2,087 -0.2%
Renaissance Technologies
8
Renaissance Technologies
New York
$16.3M 1,102,700 -173,400 -14%
State Street
9
State Street
Massachusetts
$16.2M 1,099,120 +71,971 +7%
PWAM
10
Park West Asset Management
California
$14.8M 1,003,996 +3,996 +0.4%
PCM
11
Pennant Capital Management
New Jersey
$13.1M 886,474 -295,000 -25%
NI
12
Numeric Investors
Massachusetts
$12.2M 824,352 +247,552 +43%
GI
13
GAMCO Investors
Connecticut
$11.6M 783,505 -54,175 -6%
RA
14
Royce & Associates
New York
$7.98M 541,240 -269,013 -33%
PC
15
Permit Capital
Pennsylvania
$7.82M 529,840 -140,475 -21%
Northern Trust
16
Northern Trust
Illinois
$7.07M 479,532 +20,245 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.47M 438,654 +22,623 +5%
GF
18
Gabelli Funds
New York
$6.06M 411,000 -125,000 -23%
NC
19
Northpointe Capital
Michigan
$6.01M 407,637 +51,376 +14%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$5.84M 396,153 +244,374 +161%
Invesco
21
Invesco
Georgia
$4.88M 331,005 +10,890 +3%
Morgan Stanley
22
Morgan Stanley
New York
$4.68M 316,934 -777,323 -71%
CAM
23
ClariVest Asset Management
California
$4.66M 315,761 +7,980 +3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$4.49M 304,482 +10,328 +4%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.15M 281,480 +5,147 +2%
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