AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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154 hedge funds and large institutions have $662M invested in Avantax, Inc. Common Stock in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 18 closing their positions.

Holders
154
Holders Change
+10
Holders Change %
+6.94%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
63
Reduced
36
Closed
18
Calls
$2.17M
Puts
$4.59M
Net Calls
-$2.42M
Net Calls Change
-$14M

Top Buyers

1
BlackRock
1
BlackRock
New York
$85.1M
2
PWAM
2
Park West Asset Management
California
$34.6M
3
NI
3
Numeric Investors
Massachusetts
$25.9M
4
CS
4
Credit Suisse
Switzerland
$5.84M
5
HCS
5
Harvest Capital Strategies
California
$4.67M

Top Sellers

1
PCM
1
Pennant Capital Management
New Jersey
$2.59M
2
HT
2
HAP Trading
New York
$0
3
Group One Trading
3
Group One Trading
Illinois
$0
4
GF
4
Gabelli Funds
New York
$4.21M
5
Walleye Trading
5
Walleye Trading
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$93.2M 5,386,552 +121,564 +2%
BlackRock
2
BlackRock
New York
$85.1M 4,921,815 +4,913,367 +58,160%
Vanguard Group
3
Vanguard Group
Pennsylvania
$62.6M 3,616,259 +268,209 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$61M 3,527,403 -7,426 -0.2%
PWAM
5
Park West Asset Management
California
$34.6M 2,000,000 +996,004 +99%
First Trust Advisors
6
First Trust Advisors
Illinois
$30.6M 1,771,553 +120,372 +7%
NI
7
Numeric Investors
Massachusetts
$25.9M 1,496,026 +671,674 +81%
Renaissance Technologies
8
Renaissance Technologies
New York
$20.5M 1,185,600 +82,900 +8%
Norges Bank
9
Norges Bank
Norway
$18.8M 1,088,111 -34,700 -3%
State Street
10
State Street
Massachusetts
$16.2M 935,267 -163,853 -15%
GI
11
GAMCO Investors
Connecticut
$11.4M 656,337 -127,168 -16%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$9.12M 527,229 +88,575 +20%
Northern Trust
13
Northern Trust
Illinois
$8.28M 478,432 -1,100 -0.2%
PC
14
Permit Capital
Pennsylvania
$7.97M 460,629 -69,211 -13%
RA
15
Royce & Associates
New York
$7.82M 452,240 -89,000 -16%
Morgan Stanley
16
Morgan Stanley
New York
$6.91M 399,238 +82,304 +26%
Goldman Sachs
17
Goldman Sachs
New York
$6.8M 393,087 +142,865 +57%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$6.59M 381,113 -15,040 -4%
CAM
19
ClariVest Asset Management
California
$6.26M 361,588 +45,827 +15%
Invesco
20
Invesco
Georgia
$6.24M 360,898 +29,893 +9%
CS
21
Credit Suisse
Switzerland
$5.84M 337,525 +278,657 +473%
NC
22
Northpointe Capital
Michigan
$5.55M 320,879 -86,758 -21%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$5.44M 314,585 +10,103 +3%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.11M 295,613 +14,133 +5%
Ameriprise
25
Ameriprise
Minnesota
$4.73M 273,460 +77,897 +40%
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