AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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141 hedge funds and large institutions have $682M invested in Avantax, Inc. Common Stock in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-13
Holders Change %
-8.44%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
11
Increased
34
Reduced
62
Closed
23
Calls
$18.6M
Puts
$19.4M
Net Calls
-$767K
Net Calls Change
+$5.66M

Top Buyers

1
HPC
Hill Path Capital
New York
$7.51M
2
Russell Investments Group
Russell Investments Group
United Kingdom
$25.2M
3
SCM
SCW Capital Management
Texas
$3.67M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.16M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.66M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$693K
3
BlackRock
BlackRock
New York
$119M
4
GCP
GSA Capital Partners
United Kingdom
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$119M -$2.66M -170,723 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$77M -$612K -39,242 -0.8%
VBA
3
Van Berkom & Associates
Quebec, Canada
$62M -$1.44M -92,209 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$48.4M -$2.43M -155,805 -5%
PCP
5
P2 Capital Partners
New York
$35.9M – – –
State Street
6
State Street
Massachusetts
$26M +$467K +29,954 +2%
AA
7
Ancora Advisors
Ohio
$26M +$481K +30,875 +2%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$25.2M +$5.61M +359,727 +29%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$23.2M -$357K -22,876 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$22M +$357K +22,896 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$12.4M -$489K -31,391 -4%
GGPE
12
Golden Gate Private Equity
California
$11.7M – – –
ACM
13
Archon Capital Management
Washington
$10.7M – – –
Invesco
14
Invesco
Georgia
$9.84M +$272K +17,443 +3%
Northern Trust
15
Northern Trust
Illinois
$9.27M +$309K +19,829 +3%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$9.16M +$2.59M +166,001 +39%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$8.41M -$1.13M -72,537 -12%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$7.74M -$900K -59,703 -10%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$7.66M -$815K -52,289 -10%
HPC
20
Hill Path Capital
New York
$7.51M +$7.51M +481,500 New
Charles Schwab
21
Charles Schwab
California
$7.04M +$779K +49,958 +12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.79M +$170K +10,931 +3%
Norges Bank
23
Norges Bank
Norway
$6.78M -$243K -15,560 -3%
WMSA
24
Weiss Multi-Strategy Advisers
New York
$6M +$2.01M +128,828 +50%
Principal Financial Group
25
Principal Financial Group
Iowa
$5.18M -$36.9K -2,368 -0.7%
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