AVTA

Avantax, Inc. Common Stock

Delisted

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

151 hedge funds and large institutions have $420M invested in Avantax, Inc. Common Stock in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
3.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
42
Reduced
60
Closed
29
Calls
$952K
Puts
$4.21M
Net Calls
-$3.25M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$65.9M -$2.55M -270,228 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$44.2M -$2.49M -264,791 -5%
VBA
3
Van Berkom & Associates
Quebec, Canada
$42.2M +$12.1M +1,289,496 +40%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.7M -$1.88K -200 -0%
AC
5
Armistice Capital
New York
$28.3M +$8.97M +952,000 +46%
Renaissance Technologies
6
Renaissance Technologies
New York
$21.2M -$2.18M -231,855 -9%
State Street
7
State Street
Massachusetts
$14.5M -$318K -33,747 -2%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$10.4M +$3.18M +337,357 +44%
ClearBridge Investments
9
ClearBridge Investments
New York
$9.5M -$44.8K -4,759 -0.5%
RCAMU
10
Rothschild & Co Asset Management US
Connecticut
$8.92M -$1.49M -158,327 -14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.92M -$152K -16,119 -2%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$6.79M +$257K +27,318 +4%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$6.53M +$6.52M +692,057 +40,026%
Northern Trust
14
Northern Trust
Illinois
$6.11M -$191K -20,298 -3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$6.06M +$835K +89,638 +16%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$5.44M -$1.37M -145,146 -20%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$5.19M
Invesco
18
Invesco
Georgia
$5.11M -$70.2K -7,451 -1%
Norges Bank
19
Norges Bank
Norway
$5.03M -$1.2M -127,450 -19%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.72M -$362K -38,391 -7%
EWM
21
Empirical Wealth Management
Washington
$4.62M
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$3.49M +$3.49M +370,200 New
Principal Financial Group
23
Principal Financial Group
Iowa
$3.24M -$130K -13,781 -4%
Ameriprise
24
Ameriprise
Minnesota
$3.03M +$240K +25,441 +9%
Charles Schwab
25
Charles Schwab
California
$2.97M -$26.9K -2,855 -0.9%