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 $1.4B invested in Avantax, Inc. Common Stock in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
4.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
73
Reduced
67
Closed
19
Calls
$1.18M
Puts
$697K
Net Calls
+$484K
Net Calls Change
-$627K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.6M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$7.21M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$41.7M
4
BlackRock
4
BlackRock
New York
$216M
5
Invesco
5
Invesco
Georgia
$13.7M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$16.4M
2
PWAM
2
Park West Asset Management
California
$1.43M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$17.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$17M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.02M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$216M 7,103,096 +192,034 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$201M 6,608,077 +20,627 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$149M 4,917,736 +35,410 +0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$104M 3,425,417 -5,818 -0.2%
Renaissance Technologies
5
Renaissance Technologies
New York
$83M 2,733,300 +54,600 +2%
First Trust Advisors
6
First Trust Advisors
Illinois
$76.7M 2,526,731 -48,110 -2%
State Street
7
State Street
Massachusetts
$43.6M 1,436,233 +53,616 +4%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$41.7M 1,373,763 +219,587 +19%
RCAMU
9
Rothschild & Co Asset Management US
Connecticut
$24M 789,558 +22,728 +3%
Norges Bank
10
Norges Bank
Norway
$22.1M 726,756 – –
Northern Trust
11
Northern Trust
Illinois
$20.5M 674,158 +16,309 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$19.5M 641,989 -92,936 -13%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$18.1M 594,416 -33,526 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$17.3M 570,214 -156,192 -22%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$17M 559,145 -111,207 -17%
VNIM
16
Vaughan Nelson Investment Management
Texas
$16.4M 539,700 -749,775 -58%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$14.5M 494,921 -1,818 -0.4%
Invesco
18
Invesco
Georgia
$13.7M 450,579 +190,191 +73%
HAM
19
Hillcrest Asset Management
Texas
$11.8M 389,772 +2,370 +0.6%
Principal Financial Group
20
Principal Financial Group
Iowa
$11.8M 389,349 -18,342 -4%
Morgan Stanley
21
Morgan Stanley
New York
$11.6M 381,696 +279,805 +275%
Ameriprise
22
Ameriprise
Minnesota
$10.4M 343,315 +74,618 +28%
Bank of America
23
Bank of America
North Carolina
$10.3M 339,791 -16,314 -5%
Deutsche Bank
24
Deutsche Bank
Germany
$9.46M 311,637 +61,632 +25%
Millennium Management
25
Millennium Management
New York
$9.4M 309,378 +8,168 +3%
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