AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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192 hedge funds and large institutions have $1.23B invested in Avantax, Inc. Common Stock in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 50 closing their positions.

Holders
192
Holders Change
-16
Holders Change %
-7.69%
% of All Funds
4.28%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
68
Reduced
59
Closed
50
Calls
$1.08M
Puts
$1.33M
Net Calls
-$244K
Net Calls Change
+$785K

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$38.9M
2
RCAMU
2
Rothschild & Co Asset Management US
Connecticut
$20.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$176M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$135M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$30.1M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$2.59M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$63.9M
3
HCS
3
Harvest Capital Strategies
California
$9.79M
4
Prudential Financial
4
Prudential Financial
New Jersey
$7.94M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.26M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$182M 6,822,668 +60,122 +0.9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$176M 6,624,818 +660,303 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$135M 5,054,708 +269,667 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$91.7M 3,443,296 – –
Renaissance Technologies
5
Renaissance Technologies
New York
$71.1M 2,670,600 -78,200 -3%
First Trust Advisors
6
First Trust Advisors
Illinois
$63.9M 2,397,154 -369,150 -13%
State Street
7
State Street
Massachusetts
$39.5M 1,482,163 -31,348 -2%
VNIM
8
Vaughan Nelson Investment Management
Texas
$38.9M 1,461,625 +1,461,625 New
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$30.1M 1,130,021 +144,572 +15%
RCAMU
10
Rothschild & Co Asset Management US
Connecticut
$20.1M 755,722 +755,722 New
Norges Bank
11
Norges Bank
Norway
$19.4M 726,756 – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$18.1M 680,115 +112,954 +20%
Northern Trust
13
Northern Trust
Illinois
$17.7M 663,612 -2,579 -0.4%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$15.2M 571,062 -44,045 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$15.2M 569,644 +20,533 +4%
Invesco
16
Invesco
Georgia
$13.6M 509,165 +55,890 +12%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$13.3M 499,893 +28,627 +6%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$12.1M 454,977 -24,375 -5%
Principal Financial Group
19
Principal Financial Group
Iowa
$11.1M 418,064 -16,118 -4%
Bank of America
20
Bank of America
North Carolina
$10.3M 387,735 +41,198 +12%
HCS
21
Harvest Capital Strategies
California
$9.79M 367,340 -357,660 -49%
Allianz Asset Management
22
Allianz Asset Management
Germany
$8.72M 327,356 -64,769 -17%
Morgan Stanley
23
Morgan Stanley
New York
$8.26M 309,925 -226,604 -42%
Prudential Financial
24
Prudential Financial
New Jersey
$7.94M 297,949 -281,286 -49%
Wells Fargo
25
Wells Fargo
California
$7.92M 297,414 -36,346 -11%
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