AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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149 hedge funds and large institutions have $691M invested in Avantax, Inc. Common Stock in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 20 closing their positions.

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
52
Reduced
53
Closed
20
Calls
$4.17M
Puts
$4.52M
Net Calls
-$351K
Net Calls Change
+$2.9M

Top Buyers

1
AA
1
Ancora Advisors
Ohio
$12.9M
2
GGPE
2
Golden Gate Private Equity
California
$10.2M
3
UBS Group
3
UBS Group
Switzerland
$8.9M
4
BlackRock
4
BlackRock
New York
$118M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$23.8M

Top Sellers

1
AC
1
Armistice Capital
New York
$21.1M
2
RCAMU
2
Rothschild & Co Asset Management US
Connecticut
$1.35M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$29.5M
4
EWM
4
Empirical Wealth Management
Washington
$3.41M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$2.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$118M 7,416,688 +424,216 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$76.1M 4,783,586 +90,147 +2%
VBA
3
Van Berkom & Associates
Quebec, Canada
$72M 4,522,830 +44,228 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$53.4M 3,357,721 -8,815 -0.3%
Renaissance Technologies
5
Renaissance Technologies
New York
$29.5M 1,853,300 -401,345 -18%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$23.8M 1,497,180 +397,840 +36%
State Street
7
State Street
Massachusetts
$23.8M 1,494,035 -42,345 -3%
AC
8
Armistice Capital
New York
$21.1M 1,328,000 -1,672,000 -56%
ClearBridge Investments
9
ClearBridge Investments
New York
$15.2M 957,939 -50,913 -5%
AA
10
Ancora Advisors
Ohio
$12.9M 810,049 +810,049 New
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$12.6M 792,921 +142,676 +22%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$12M 751,744 +57,958 +8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$11.9M 747,351 +12,554 +2%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$11M 688,465 -32,001 -4%
GGPE
15
Golden Gate Private Equity
California
$10.2M 642,495 +642,495 New
ACM
16
Archon Capital Management
Washington
$9.8M 616,027 +396,647 +181%
Northern Trust
17
Northern Trust
Illinois
$9.22M 579,710 -68,525 -11%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$9.18M 576,679 -243 -0%
UBS Group
19
UBS Group
Switzerland
$8.9M 559,527 +542,230 +3,135%
Invesco
20
Invesco
Georgia
$8.82M 554,158 +11,311 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$7.58M 476,103 -24,982 -5%
Norges Bank
22
Norges Bank
Norway
$7.49M 470,613 -63,686 -12%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$6.01M 377,511 -173,400 -31%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.84M 366,847 +22,739 +7%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$5.5M 345,509 +299,794 +656%
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