AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.87B invested in Avantax, Inc. Common Stock in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
81
Reduced
54
Closed
29
Calls
$5.38M
Puts
$6.41M
Net Calls
-$1.03M
Net Calls Change
+$3.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$20M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$18.5M
4
Morgan Stanley
Morgan Stanley
New York
+$14.6M
5
BlackRock
BlackRock
New York
+$13.5M

Top Sellers

1
PWAM
Park West Asset Management
California
-$20.4M
2
Man Group
Man Group
United Kingdom
-$12.9M
3
WG
Winton Group
United Kingdom
-$11.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.7M
5
CAM
ClariVest Asset Management
California
-$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$272M +$13.5M +334,421 +5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$240M +$20M +495,971 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$193M +$5.72M +142,023 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$139M -$1.52M -37,802 -1%
First Trust Advisors
5
First Trust Advisors
Illinois
$111M +$18.5M +459,911 +20%
Renaissance Technologies
6
Renaissance Technologies
New York
$111M +$11.9M +296,200 +12%
State Street
7
State Street
Massachusetts
$60.9M +$6.78M +168,438 +13%
GT
8
Glenmede Trust
Pennsylvania
$47.4M -$400K -9,950 -0.8%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$39.7M +$6.89M +171,058 +21%
Deutsche Bank
10
Deutsche Bank
Germany
$29.4M +$2.4M +59,687 +9%
Norges Bank
11
Norges Bank
Norway
$29.3M -$1.04M -25,751 -3%
HCS
12
Harvest Capital Strategies
California
$29.2M – – –
Northern Trust
13
Northern Trust
Illinois
$26.8M +$1.31M +32,618 +5%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$24.8M +$2.41M +59,781 +11%
Prudential Financial
15
Prudential Financial
New Jersey
$23.3M -$5.64M -140,002 -19%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$22.8M +$3.77M +93,629 +20%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$22.1M -$44.6K -1,107 -0.2%
Morgan Stanley
18
Morgan Stanley
New York
$21.6M +$14.6M +362,461 +208%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$19.3M +$19.3M +479,352 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$19M -$2.16M -53,781 -10%
Invesco
21
Invesco
Georgia
$18.2M -$915K -22,721 -5%
Principal Financial Group
22
Principal Financial Group
Iowa
$17.5M +$533K +13,239 +3%
HAM
23
Hillcrest Asset Management
Texas
$17M -$409K -10,160 -2%
Allianz Asset Management
24
Allianz Asset Management
Germany
$15.8M -$923K -22,927 -6%
Bank of America
25
Bank of America
North Carolina
$13.9M +$177K +4,394 +1%
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