AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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155 hedge funds and large institutions have $877M invested in Avantax, Inc. Common Stock in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 12 closing their positions.

Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
16
Increased
45
Reduced
63
Closed
12
Calls
$8.09M
Puts
$5.56M
Net Calls
+$2.53M
Net Calls Change
+$4.98M

Top Buyers

1
ECM
1
Engine Capital Management
New York
$35.2M
2
NM
2
Newtyn Management
New York
$29.3M
3
WAM
3
Weiss Asset Management
Massachusetts
$10.4M
4
P2P
4
Phase 2 Partners
California
$7.35M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.83M

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$4.92M
2
PCP
2
P2 Capital Partners
New York
$35.2M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$67.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$791K
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$153M 7,841,572 +7,717 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$99.6M 5,092,437 +86,278 +2%
VBA
3
Van Berkom & Associates
Quebec, Canada
$67.8M 3,469,451 -462,843 -12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$47M 2,406,490 -249,366 -9%
HPC
5
Hill Path Capital
New York
$45.2M 2,312,749 – –
PCP
6
P2 Capital Partners
New York
$35.2M 1,800,000 -500,000 -22%
ECM
7
Engine Capital Management
New York
$35.2M 1,798,128 +1,112,420 +162%
State Street
8
State Street
Massachusetts
$34.2M 1,748,685 -9,460 -0.5%
NM
9
Newtyn Management
New York
$29.3M 1,500,000 +900,000 +150%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$25.4M 1,297,571 -225,093 -15%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$20.3M 1,036,550 -159,903 -13%
Renaissance Technologies
12
Renaissance Technologies
New York
$19.8M 1,010,900 -95,800 -9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$17M 867,811 +28,314 +3%
GGPE
14
Golden Gate Private Equity
California
$14.7M 751,785 – –
Invesco
15
Invesco
Georgia
$12M 616,048 +2,105 +0.3%
Northern Trust
16
Northern Trust
Illinois
$10.9M 558,041 -17,064 -3%
WAM
17
Weiss Asset Management
Massachusetts
$10.4M 531,739 +437,049 +462%
ACM
18
Archon Capital Management
Washington
$9.53M 487,348 -198,056 -29%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$9.22M 471,322 -6,294 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$8.96M 458,522 -4,149 -0.9%
Norges Bank
21
Norges Bank
Norway
$8.51M 435,136 – –
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$7.83M 407,399 -9,149 -2%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$7.38M 377,451 +151,300 +67%
P2P
24
Phase 2 Partners
California
$7.35M 375,962 +375,962 New
Charles Schwab
25
Charles Schwab
California
$6.96M 355,863 -149,006 -30%
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