AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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151 hedge funds and large institutions have $784M invested in Avantax, Inc. Common Stock in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
42
Reduced
58
Closed
14
Calls
$12.3M
Puts
$14.7M
Net Calls
-$2.45M
Net Calls Change
-$1.68M

Top Buyers

1
HPC
1
Hill Path Capital
New York
$40.1M
2
ECM
2
Engine Capital Management
New York
$11.9M
3
NM
3
Newtyn Management
New York
$10.4M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$6.13M
5
BlackRock
5
BlackRock
New York
$136M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$46M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$19.2M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$20.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$5.76M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$136M 7,833,855 +208,972 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$86.7M 5,006,159 +67,865 +1%
VBA
3
Van Berkom & Associates
Quebec, Canada
$68.1M 3,932,294 -41,822 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$46M 2,655,856 -446,601 -14%
HPC
5
Hill Path Capital
New York
$40.1M 2,312,749 +1,831,249 +380%
PCP
6
P2 Capital Partners
New York
$39.8M 2,300,000 – –
State Street
7
State Street
Massachusetts
$30.5M 1,758,145 +89,001 +5%
AA
8
Ancora Advisors
Ohio
$29.3M 1,689,222 +20,990 +1%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$26.4M 1,522,664 -96,307 -6%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$20.7M 1,196,453 -291,937 -20%
Renaissance Technologies
11
Renaissance Technologies
New York
$19.2M 1,106,700 -307,196 -22%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$14.5M 839,497 +42,980 +5%
GGPE
13
Golden Gate Private Equity
California
$13M 751,785 – –
ECM
14
Engine Capital Management
New York
$11.9M 685,708 +685,708 New
ACM
15
Archon Capital Management
Washington
$11.9M 685,404 – –
Invesco
16
Invesco
Georgia
$10.6M 613,943 -16,965 -3%
NM
17
Newtyn Management
New York
$10.4M 600,000 +600,000 New
Northern Trust
18
Northern Trust
Illinois
$9.96M 575,105 -19,229 -3%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$8.79M 507,216 -32,360 -6%
Charles Schwab
20
Charles Schwab
California
$8.75M 504,869 +53,421 +12%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$8.27M 477,616 -13,374 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$8.01M 462,671 +27,074 +6%
Norges Bank
23
Norges Bank
Norway
$7.54M 435,136 – –
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$6.99M 416,548 -97,253 -19%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$6.13M 353,699 +309,277 +696%
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