AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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204 hedge funds and large institutions have $1.09B invested in Avantax, Inc. Common Stock in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
94
Reduced
56
Closed
15
Calls
$5.9M
Puts
$3.66M
Net Calls
+$2.25M
Net Calls Change
+$2.17M

Top Buyers

1
BlackRock
1
BlackRock
New York
$141M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$46.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.5M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$14.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$40.9M
2
PWAM
2
Park West Asset Management
California
$24M
3
NI
3
Numeric Investors
Massachusetts
$31.9M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$46.4M
5
PC
5
Permit Capital
Pennsylvania
$5.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$141M 5,557,339 +607,245 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M 5,187,105 +557,483 +12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$89.2M 3,526,791 -612 -0%
Renaissance Technologies
4
Renaissance Technologies
New York
$46.5M 1,837,800 +222,600 +14%
First Trust Advisors
5
First Trust Advisors
Illinois
$46.4M 1,833,534 -161,268 -8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$40.9M 1,616,463 -895,884 -36%
NI
7
Numeric Investors
Massachusetts
$31.9M 1,259,524 -371,202 -23%
Norges Bank
8
Norges Bank
Norway
$30.7M 1,213,146 +125,035 +11%
State Street
9
State Street
Massachusetts
$26.8M 1,060,667 +23,896 +2%
PWAM
10
Park West Asset Management
California
$24M 948,600 -400,333 -30%
Invesco
11
Invesco
Georgia
$20.9M 824,345 +114,772 +16%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$18.5M 726,650 +209,175 +40%
Prudential Financial
13
Prudential Financial
New Jersey
$16.6M 655,513 +59,420 +10%
Goldman Sachs
14
Goldman Sachs
New York
$16M 631,864 +93,717 +17%
Allianz Asset Management
15
Allianz Asset Management
Germany
$14.7M 580,210 +203,693 +54%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$14.1M 556,259 +61,831 +13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$13.7M 540,516 +2,015 +0.4%
Northern Trust
18
Northern Trust
Illinois
$13.5M 533,137 +22,789 +4%
CAM
19
ClariVest Asset Management
California
$13M 514,866 +5,129 +1%
HCS
20
Harvest Capital Strategies
California
$11.4M 450,000 -50,000 -10%
Principal Financial Group
21
Principal Financial Group
Iowa
$10.5M 415,468 +86,611 +26%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$9.76M 385,701 +156,011 +68%
GAM
23
Gotham Asset Management
New York
$9.67M 382,248 +117,281 +44%
Morgan Stanley
24
Morgan Stanley
New York
$9.59M 379,214 +38,926 +11%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$9.24M 365,304 +26,386 +8%
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