AVTA

Avantax, Inc. Common Stock

Delisted

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

154 hedge funds and large institutions have $567M invested in Avantax, Inc. Common Stock in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-14
Holders Change %
-8.33%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
47
Reduced
52
Closed
39
Calls
$1.04M
Puts
$1.51M
Net Calls
-$468K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$88.5M -$2.11M -175,093 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$63.1M +$1.13M +93,572 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$56.3M -$20.1M -1,668,072 -26%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$40.7M
VBA
5
Van Berkom & Associates
Quebec, Canada
$34.7M +$22.4M +1,859,867 +182%
Renaissance Technologies
6
Renaissance Technologies
New York
$31.4M -$1.99M -165,000 -6%
State Street
7
State Street
Massachusetts
$19M +$1.52M +126,383 +9%
GT
8
Glenmede Trust
Pennsylvania
$17.1M
SCM
9
Simcoe Capital Management
New York
$13.3M +$1.87M +155,548 +16%
ClearBridge Investments
10
ClearBridge Investments
New York
$12.5M -$61.1K -5,073 -0.5%
RCAMU
11
Rothschild & Co Asset Management US
Connecticut
$11.2M -$1.3M -107,664 -10%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$10.7M -$6.02M -499,735 -36%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.5M -$3.44M -285,300 -27%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.85M +$718K +59,591 +9%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$8.82M +$1.01M +84,085 +13%
Northern Trust
16
Northern Trust
Illinois
$8.31M +$75.1K +6,233 +0.9%
Norges Bank
17
Norges Bank
Norway
$7.97M
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$7.8M -$80.7K -6,698 -1%
Federated Hermes
19
Federated Hermes
Pennsylvania
$7.32M +$7.31M +606,451 +99,745%
Invesco
20
Invesco
Georgia
$7.18M +$1.31M +108,906 +22%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$6.57M -$1.71M -142,071 -21%
RCM
22
Red Cedar Management
Utah
$4.94M +$1.33M +110,000 +37%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.48M -$193K -15,982 -4%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$4.29M -$1.3M -107,790 -23%
Ameriprise
25
Ameriprise
Minnesota
$3.74M -$139K -11,505 -4%