AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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203 hedge funds and large institutions have $1.7B invested in Avantax, Inc. Common Stock in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
40
Increased
68
Reduced
67
Closed
20
Calls
$5.32M
Puts
$9.65M
Net Calls
-$4.33M
Net Calls Change
-$937K

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
+$29.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$19M
3
BlackRock
BlackRock
New York
+$16.9M
4
WG
Winton Group
United Kingdom
+$10.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$8.01M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$29.1M
2
PWAM
Park West Asset Management
California
-$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
-$17M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$14.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$238M +$16.9M +457,598 +8%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$202M +$19M +512,174 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$172M -$29.1M -786,714 -14%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$129M -$1.69M -45,693 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$90.7M +$7.16M +193,600 +9%
First Trust Advisors
6
First Trust Advisors
Illinois
$85.3M -$17M -458,531 -17%
State Street
7
State Street
Massachusetts
$49.8M +$3.21M +86,691 +7%
GT
8
Glenmede Trust
Pennsylvania
$44M +$29.8M +804,545 +209%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$30.1M +$3.48M +94,003 +13%
Norges Bank
10
Norges Bank
Norway
$27.8M -$8.74M -236,254 -24%
HCS
11
Harvest Capital Strategies
California
$26.8M -$2.78M -75,000 -9%
Prudential Financial
12
Prudential Financial
New Jersey
$26.6M +$849K +22,940 +3%
Deutsche Bank
13
Deutsche Bank
Germany
$24.8M +$5.02M +135,781 +25%
Northern Trust
14
Northern Trust
Illinois
$23.4M +$3.38M +91,351 +17%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$20.5M +$2.48M +67,130 +14%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$20.4M +$912K +24,657 +5%
PWAM
17
Park West Asset Management
California
$20.4M -$19.3M -522,283 -49%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$19.4M -$5.33M -144,044 -22%
Invesco
19
Invesco
Georgia
$17.6M +$1.57M +42,429 +10%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$17.5M +$1.3M +35,043 +8%
HAM
21
Hillcrest Asset Management
Texas
$16M -$130K -3,510 -0.8%
Principal Financial Group
22
Principal Financial Group
Iowa
$15.6M -$392K -10,602 -2%
Allianz Asset Management
23
Allianz Asset Management
Germany
$15.4M -$14.1M -381,598 -48%
CAM
24
ClariVest Asset Management
California
$15M -$3.52M -95,256 -19%
Wells Fargo
25
Wells Fargo
California
$13.6M +$5.29M +142,870 +64%
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