AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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181 hedge funds and large institutions have $996M invested in Avantax, Inc. Common Stock in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 47 closing their positions.

Holders
181
Holders Change
-22
Holders Change %
-10.84%
% of All Funds
3.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
73
Reduced
54
Closed
47
Calls
$73K
Puts
$421K
Net Calls
-$348K
Net Calls Change
-$832K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$16M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$20.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$10.1M
4
RCAMU
4
Rothschild & Co Asset Management US
Connecticut
$23.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$14M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$804K
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Millennium Management
3
Millennium Management
New York
$1.14M
4
OAM
4
Oberweis Asset Management
Illinois
$364K
5
BIM
5
Bogle Investment Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$158M 7,313,431 +210,335 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$146M 6,750,357 +142,280 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$109M 5,018,353 +100,617 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$73.9M 3,413,487 -11,930 -0.3%
Renaissance Technologies
5
Renaissance Technologies
New York
$59.9M 2,768,400 +35,100 +1%
State Street
6
State Street
Massachusetts
$30.5M 1,409,270 -26,963 -2%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$29.8M 1,375,548 +1,785 +0.1%
RCAMU
8
Rothschild & Co Asset Management US
Connecticut
$23.7M 1,096,827 +307,269 +39%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$20.2M 935,688 +365,474 +64%
ClearBridge Investments
10
ClearBridge Investments
New York
$16M 740,970 +740,970 New
Northern Trust
11
Northern Trust
Illinois
$14.9M 687,111 +12,953 +2%
Norges Bank
12
Norges Bank
Norway
$14.8M 685,718 -41,038 -6%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$14.4M 664,162 +69,746 +12%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$14.1M 652,083 +10,094 +2%
Morgan Stanley
15
Morgan Stanley
New York
$14M 649,190 +267,494 +70%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$12.1M 558,699 -446 -0.1%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$11.7M 540,293 +45,372 +9%
Citadel Advisors
18
Citadel Advisors
Florida
$10.1M 465,669 +353,810 +316%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$9.19M 424,844 +187,517 +79%
Principal Financial Group
20
Principal Financial Group
Iowa
$8.37M 386,564 -2,785 -0.7%
Bank of America
21
Bank of America
North Carolina
$8.22M 379,840 +40,049 +12%
HAM
22
Hillcrest Asset Management
Texas
$8.19M 378,442 -11,330 -3%
Invesco
23
Invesco
Georgia
$8.1M 374,468 -76,111 -17%
Ameriprise
24
Ameriprise
Minnesota
$7.1M 328,111 -15,204 -4%
MWNA
25
Marshall Wace North America
New York
$6.77M 313,033 +231,303 +283%
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