AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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183 hedge funds and large institutions have $1.12B invested in Avantax, Inc. Common Stock in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-4
Holders Change %
-2.14%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
19
Increased
63
Reduced
65
Closed
20
Calls
$1.96M
Puts
$5.35M
Net Calls
-$3.39M
Net Calls Change
-$1.17M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$54.5M
2
HAM
Hillcrest Asset Management
Texas
+$10.7M
3
First Trust Advisors
First Trust Advisors
Illinois
+$10.1M
4
HCS
Harvest Capital Strategies
California
+$6.97M
5
Bank of America
Bank of America
North Carolina
+$6.96M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$12.8M
2
Invesco
Invesco
Georgia
-$10.6M
3
PWAM
Park West Asset Management
California
-$10.3M
4
Norges Bank
Norges Bank
Norway
-$5.52M
5
NC
Northpointe Capital
Michigan
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$147M +$3.55M +144,397 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$134M -$2.83M -115,102 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$122M +$54.5M +2,215,450 +81%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$86.8M – – –
First Trust Advisors
5
First Trust Advisors
Illinois
$68M +$10.1M +410,433 +17%
Renaissance Technologies
6
Renaissance Technologies
New York
$55.6M +$5M +203,300 +10%
State Street
7
State Street
Massachusetts
$31M +$3.15M +128,229 +11%
PWAM
8
Park West Asset Management
California
$26.4M -$10.3M -418,217 -28%
Norges Bank
9
Norges Bank
Norway
$24.3M -$5.52M -224,385 -18%
HCS
10
Harvest Capital Strategies
California
$19.7M +$6.97M +283,354 +55%
Allianz Asset Management
11
Allianz Asset Management
Germany
$19.6M +$850K +34,536 +5%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$17.7M +$5.16M +209,800 +41%
Prudential Financial
13
Prudential Financial
New Jersey
$17.1M -$3.45M -140,379 -17%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$16.5M -$3.25M -132,024 -16%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$13.6M -$1.79M -72,672 -12%
Northern Trust
16
Northern Trust
Illinois
$13.3M +$209K +8,501 +2%
Deutsche Bank
17
Deutsche Bank
Germany
$13.2M +$5.59M +227,375 +74%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12.9M +$281K +11,433 +2%
CAM
19
ClariVest Asset Management
California
$12.3M -$1.9M -77,229 -13%
Man Group
20
Man Group
United Kingdom
$12.1M +$12.1M +490,967 New
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$12M -$517K -21,009 -4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$10.8M +$587K +23,857 +6%
HAM
23
Hillcrest Asset Management
Texas
$10.7M +$10.7M +436,466 New
Invesco
24
Invesco
Georgia
$10.7M -$10.6M -432,109 -50%
Principal Financial Group
25
Principal Financial Group
Iowa
$10.6M +$323K +13,123 +3%
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