AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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142 hedge funds and large institutions have $738M invested in Avantax, Inc. Common Stock in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 22 closing their positions.

Holders
142
Holders Change
-7
Holders Change %
-4.7%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
46
Reduced
55
Closed
22
Calls
$5.26M
Puts
$14.7M
Net Calls
-$9.47M
Net Calls Change
-$9.12M

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$38.3M
2
AA
2
Ancora Advisors
Ohio
$27.2M
3
BlackRock
3
BlackRock
New York
$132M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$16.3M
5
Millennium Management
5
Millennium Management
New York
$4.18M

Top Sellers

1
AC
1
Armistice Capital
New York
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$532K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$25.3M
5
PGM
5
Parian Global Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$132M 7,944,970 +528,282 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$81.2M 4,879,937 +96,351 +2%
VBA
3
Van Berkom & Associates
Quebec, Canada
$75.2M 4,519,905 -2,925 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54.7M 3,289,855 -67,866 -2%
PCP
5
P2 Capital Partners
New York
$38.3M 2,300,000 +2,300,000 New
AA
6
Ancora Advisors
Ohio
$27.2M 1,637,028 +826,979 +102%
State Street
7
State Street
Massachusetts
$25.7M 1,542,655 +48,620 +3%
Renaissance Technologies
8
Renaissance Technologies
New York
$25.3M 1,522,700 -330,600 -18%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$24.8M 1,491,357 -5,823 -0.4%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$16.3M 977,083 +225,339 +30%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.3M 801,213 +53,862 +7%
GGPE
12
Golden Gate Private Equity
California
$12.5M 751,785 +109,290 +17%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$11.8M 706,132 +129,453 +22%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$11.3M 681,253 -111,668 -14%
ACM
15
Archon Capital Management
Washington
$11.1M 669,984 +53,957 +9%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$10.4M 623,245 -65,220 -9%
Invesco
17
Invesco
Georgia
$9.77M 587,213 +33,055 +6%
Northern Trust
18
Northern Trust
Illinois
$9.33M 560,727 -18,983 -3%
Norges Bank
19
Norges Bank
Norway
$8.78M 527,821 +57,208 +12%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.73M 464,776 -11,327 -2%
Principal Financial Group
21
Principal Financial Group
Iowa
$6.17M 371,019 +4,172 +1%
Charles Schwab
22
Charles Schwab
California
$5.92M 356,005 +39,736 +13%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$5.83M 350,309 +4,800 +1%
Deutsche Bank
24
Deutsche Bank
Germany
$4.8M 288,212 -2,227 -0.8%
Millennium Management
25
Millennium Management
New York
$4.18M 250,944 +207,745 +481%
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