AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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149 hedge funds and large institutions have $829M invested in Avantax, Inc. Common Stock in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-6
Holders Change %
-3.87%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
34
Reduced
67
Closed
19
Calls
$3.84M
Puts
$2.41M
Net Calls
+$1.43M
Net Calls Change
-$1.1M

Top Buyers

1
NSGL
1
No Street GP LP
California
$18.5M
2
Invesco
2
Invesco
Georgia
$23.5M
3
PCP
3
P2 Capital Partners
New York
$42.5M
4
WAM
4
Weiss Asset Management
Massachusetts
$18M
5
ECM
5
Engine Capital Management
New York
$40.8M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$56M
2
ACM
2
Archon Capital Management
Washington
$1.04M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$11.6M
4
P2P
4
Phase 2 Partners
California
$0
5
BlackRock
5
BlackRock
New York
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$138M 7,488,825 -352,747 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$93.4M 5,061,240 -31,197 -0.6%
VBA
3
Van Berkom & Associates
Quebec, Canada
$56M 3,033,126 -436,325 -13%
HPC
4
Hill Path Capital
New York
$42.7M 2,312,749 – –
PCP
5
P2 Capital Partners
New York
$42.5M 2,300,000 +500,000 +28%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$42.1M 2,278,363 -128,127 -5%
ECM
7
Engine Capital Management
New York
$40.8M 2,211,613 +413,485 +23%
NM
8
Newtyn Management
New York
$32.3M 1,748,389 +248,389 +17%
State Street
9
State Street
Massachusetts
$31.8M 1,720,697 -27,988 -2%
Invesco
10
Invesco
Georgia
$23.5M 1,271,680 +655,632 +106%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$23.1M 1,250,355 -47,216 -4%
NSGL
12
No Street GP LP
California
$18.5M 1,000,000 +1,000,000 New
Renaissance Technologies
13
Renaissance Technologies
New York
$18.2M 987,800 -23,100 -2%
WAM
14
Weiss Asset Management
Massachusetts
$18M 976,739 +445,000 +84%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$15.2M 825,677 -42,134 -5%
GGPE
16
Golden Gate Private Equity
California
$13.9M 751,785 – –
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$13.6M 736,620 +265,298 +56%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$11.6M 629,321 -407,229 -39%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$11.1M 601,007 +287,659 +92%
Northern Trust
20
Northern Trust
Illinois
$9.97M 540,095 -17,946 -3%
Morgan Stanley
21
Morgan Stanley
New York
$9.69M 524,779 +295,480 +129%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.83M 424,002 -34,520 -8%
Charles Schwab
23
Charles Schwab
California
$6.25M 338,294 -17,569 -5%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.48M 296,859 -25,141 -8%
Norges Bank
25
Norges Bank
Norway
$5.36M 290,340 -144,796 -33%
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