AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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162 hedge funds and large institutions have $510M invested in Avantax, Inc. Common Stock in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 14 closing their positions.

Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
49
Reduced
60
Closed
14
Calls
$895K
Puts
$706K
Net Calls
+$189K
Net Calls Change
+$657K

Top Buyers

1
AC
1
Armistice Capital
New York
$23.4M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$12.7M
3
EWM
3
Empirical Wealth Management
Washington
$5.6M
4
VBA
4
Van Berkom & Associates
Quebec, Canada
$36.4M
5
Millennium Management
5
Millennium Management
New York
$3.66M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$19.3M
2
SCM
2
Simcoe Capital Management
New York
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.16M
5
TCM
5
Tygh Capital Management
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$82.9M 7,262,700 -77,856 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$56.6M 4,958,230 -280,644 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.4M 3,366,736 -7,916 -0.2%
VBA
4
Van Berkom & Associates
Quebec, Canada
$36.4M 3,189,106 +308,264 +11%
Renaissance Technologies
5
Renaissance Technologies
New York
$28.4M 2,486,500 -121,800 -5%
AC
6
Armistice Capital
New York
$23.4M 2,048,000 +2,048,000 New
Wellington Management Group
7
Wellington Management Group
Massachusetts
$19.3M 1,686,756 -2,988,418 -64%
State Street
8
State Street
Massachusetts
$17.9M 1,570,127 -2,763 -0.2%
Federated Hermes
9
Federated Hermes
Pennsylvania
$12.7M 1,112,702 +505,643 +83%
RCAMU
10
Rothschild & Co Asset Management US
Connecticut
$12.6M 1,104,919 +176,294 +19%
ClearBridge Investments
11
ClearBridge Investments
New York
$11.6M 1,013,611 -24,170 -2%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$8.7M 761,983 +30,064 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.58M 750,916 +16,091 +2%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$8.25M 722,068 -165,302 -19%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$7.92M 693,148 +45,698 +7%
Northern Trust
16
Northern Trust
Illinois
$7.64M 668,533 -20,954 -3%
Norges Bank
17
Norges Bank
Norway
$7.56M 661,749 – –
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$6.4M 560,607 +204,776 +58%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$6.29M 550,911 +5,970 +1%
Invesco
20
Invesco
Georgia
$6.28M 550,298 -45,442 -8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$6.16M 539,476 -248,849 -32%
GT
22
Glenmede Trust
Pennsylvania
$5.72M 500,849 -151,989 -23%
EWM
23
Empirical Wealth Management
Washington
$5.6M 489,899 +489,899 New
Principal Financial Group
24
Principal Financial Group
Iowa
$4.09M 357,889 -13,929 -4%
Millennium Management
25
Millennium Management
New York
$3.66M 320,530 +290,274 +959%
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