AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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193 hedge funds and large institutions have $1.53B invested in Avantax, Inc. Common Stock in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 28 closing their positions.

Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
63
Reduced
68
Closed
28
Calls
$5.64M
Puts
$4.53M
Net Calls
+$1.11M
Net Calls Change
+$1.36M

Top Buyers

1
PWAM
1
Park West Asset Management
California
$10M
2
Millennium Management
2
Millennium Management
New York
$10.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$22.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$85.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$24.2M

Top Sellers

1
HCS
1
Harvest Capital Strategies
California
$0
2
Invesco
2
Invesco
Georgia
$8.69M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.4M
4
CAM
4
ClariVest Asset Management
California
$3.78M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$231M 6,911,062 +88,394 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$220M 6,587,450 -37,368 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$163M 4,882,326 -172,382 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$115M 3,431,235 -12,061 -0.4%
Renaissance Technologies
5
Renaissance Technologies
New York
$89.4M 2,678,700 +8,100 +0.3%
First Trust Advisors
6
First Trust Advisors
Illinois
$85.9M 2,574,841 +177,687 +7%
State Street
7
State Street
Massachusetts
$46.2M 1,382,617 -99,546 -7%
VNIM
8
Vaughan Nelson Investment Management
Texas
$43M 1,289,475 -172,150 -12%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$38.5M 1,154,176 +24,155 +2%
RCAMU
10
Rothschild & Co Asset Management US
Connecticut
$25.6M 766,830 +11,108 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$24.5M 734,925 +54,810 +8%
Norges Bank
12
Norges Bank
Norway
$24.3M 726,756 – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24.2M 726,406 +156,762 +28%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$22.4M 670,352 +215,375 +47%
Northern Trust
15
Northern Trust
Illinois
$22M 657,849 -5,763 -0.9%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$21M 627,942 +56,880 +10%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$16.6M 496,739 -3,154 -0.6%
Principal Financial Group
18
Principal Financial Group
Iowa
$13.6M 407,691 -10,373 -2%
HAM
19
Hillcrest Asset Management
Texas
$12.9M 387,402 +102,025 +36%
Bank of America
20
Bank of America
North Carolina
$11.9M 356,105 -31,630 -8%
Millennium Management
21
Millennium Management
New York
$10.1M 301,210 +284,448 +1,697%
PWAM
22
Park West Asset Management
California
$10M 300,000 +300,000 New
Allianz Asset Management
23
Allianz Asset Management
Germany
$9.39M 281,162 -46,194 -14%
Charles Schwab
24
Charles Schwab
California
$9.12M 273,100 +10,672 +4%
Ameriprise
25
Ameriprise
Minnesota
$8.97M 268,697 -2,412 -0.9%
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