AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

Back to rankings

154 hedge funds and large institutions have $760M invested in Avantax, Inc. Common Stock in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 9 closing their positions.

Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
49
Reduced
59
Closed
9
Calls
$10.8M
Puts
$17.2M
Net Calls
-$6.43M
Net Calls Change
+$3.04M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$10.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$7.3M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$21.8M
4
Millennium Management
4
Millennium Management
New York
$7.48M
5
GCP
5
GSA Capital Partners
United Kingdom
$2.61M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$3K
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$70.4M
3
Walleye Trading
3
Walleye Trading
New York
$479K
4
BlackRock
4
BlackRock
New York
$135M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$135M 7,795,606 -149,364 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$86.2M 4,977,536 +97,599 +2%
VBA
3
Van Berkom & Associates
Quebec, Canada
$70.4M 4,066,325 -453,580 -10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$56.4M 3,258,262 -31,593 -1%
PCP
5
P2 Capital Partners
New York
$39.8M 2,300,000 – –
State Street
6
State Street
Massachusetts
$28.4M 1,639,190 +96,535 +6%
AA
7
Ancora Advisors
Ohio
$28.3M 1,637,357 +329 +0%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$26.2M 1,511,266 +19,909 +1%
Renaissance Technologies
9
Renaissance Technologies
New York
$24.1M 1,391,000 -131,700 -9%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$21.8M 1,259,244 +282,161 +29%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$14.3M 827,908 +26,695 +3%
GGPE
12
Golden Gate Private Equity
California
$13M 751,785 – –
ACM
13
Archon Capital Management
Washington
$11.9M 685,404 +15,420 +2%
Invesco
14
Invesco
Georgia
$10.6M 613,465 +26,252 +4%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$10.6M 612,113 +370,618 +153%
Northern Trust
16
Northern Trust
Illinois
$9.94M 574,505 +13,778 +2%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$9.93M 573,504 -49,741 -8%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$9.4M 543,279 -137,974 -20%
Norges Bank
19
Norges Bank
Norway
$7.8M 450,696 -77,125 -15%
Millennium Management
20
Millennium Management
New York
$7.48M 432,362 +181,418 +72%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$7.35M 424,666 -40,110 -9%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$7.3M 421,681 +363,338 +623%
Charles Schwab
23
Charles Schwab
California
$6.95M 401,490 +45,485 +13%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.79M 334,748 -36,271 -10%
Deutsche Bank
25
Deutsche Bank
Germany
$4.86M 280,888 -7,324 -3%
1
2 3 4 5