AVTA

Avantax, Inc. Common Stock

Delisted

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

168 hedge funds and large institutions have $1.22B invested in Avantax, Inc. Common Stock in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-13
Holders Change %
-7.18%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
28
Increased
56
Reduced
63
Closed
34
Calls
$1.48M
Puts
$907K
Net Calls
+$570K
Net Calls Change
+$918K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$196M +$5.29M +202,218 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$166M -$10.6M -407,111 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$134M +$3.32M +126,949 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$88.2M -$1.02M -38,835 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$72.5M +$128K +4,900 +0.2%
State Street
6
State Street
Massachusetts
$37.8M +$973K +37,237 +3%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$36.3M +$302K +11,557 +0.8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$28.1M +$3.61M +137,937 +15%
ClearBridge Investments
9
ClearBridge Investments
New York
$27.1M +$7.85M +301,884 +41%
RCAMU
10
Rothschild & Co Asset Management US
Connecticut
$27.1M -$1.58M -60,538 -6%
VBA
11
Van Berkom & Associates
Quebec, Canada
$26.7M +$26.7M +1,020,975 New
SCM
12
Simcoe Capital Management
New York
$24.8M +$24.8M +947,977 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$18M +$3.35M +128,313 +23%
Northern Trust
14
Northern Trust
Illinois
$17.9M -$101K -3,857 -0.6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$17.7M +$605K +23,151 +4%
Norges Bank
16
Norges Bank
Norway
$17.3M -$627K -23,969 -3%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$17.1M +$5.99M +229,304 +54%
GT
18
Glenmede Trust
Pennsylvania
$17.1M -$2.23M -85,502 -12%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$16.9M -$427K -16,328 -2%
Invesco
20
Invesco
Georgia
$12.7M +$2.94M +112,366 +30%
Morgan Stanley
21
Morgan Stanley
New York
$12.3M -$4.69M -179,320 -28%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$12.1M -$2M -76,672 -14%
Principal Financial Group
23
Principal Financial Group
Iowa
$10.1M +$32.3K +1,236 +0.3%
HAM
24
Hillcrest Asset Management
Texas
$9.55M -$344K -13,155 -3%
Bank of America
25
Bank of America
North Carolina
$8.55M -$1.38M -52,829 -14%