AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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156 hedge funds and large institutions have $857M invested in Avantax, Inc. Common Stock in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 43 reducing their positions, and 18 closing their positions.

Holders
156
Holders Change
+7
Holders Change %
+4.7%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
25
Increased
62
Reduced
43
Closed
18
Calls
$6.7M
Puts
$1.64M
Net Calls
+$5.07M
Net Calls Change
+$3.64M

Top Buyers

1
SCM
1
Simcoe Capital Management
New York
$30M
2
PCM
2
Portolan Capital Management
Massachusetts
$7.73M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$101M
4
VC
4
Voss Capital
Texas
$2.5M
5
JAM
5
Jupiter Asset Management
United Kingdom
$5.44M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$9.34M
2
GGPE
2
Golden Gate Private Equity
California
$2.05M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$50M
4
ECM
4
Engine Capital Management
New York
$34.6M
5
WAM
5
Weiss Asset Management
Massachusetts
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$145M 7,496,494 +7,669 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$101M 5,216,544 +155,304 +3%
VBA
3
Van Berkom & Associates
Quebec, Canada
$50M 2,585,521 -447,605 -15%
HPC
4
Hill Path Capital
New York
$44.7M 2,312,749 – –
PCP
5
P2 Capital Partners
New York
$44.5M 2,300,000 – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$40.1M 2,075,969 -202,394 -9%
ECM
7
Engine Capital Management
New York
$34.6M 1,786,452 -425,161 -19%
State Street
8
State Street
Massachusetts
$32M 1,653,861 -66,836 -4%
NM
9
Newtyn Management
New York
$30.5M 1,576,303 -172,086 -10%
SCM
10
Simcoe Capital Management
New York
$30M 1,551,178 +1,551,178 New
Invesco
11
Invesco
Georgia
$24.7M 1,275,402 +3,722 +0.3%
NSGL
12
No Street GP LP
California
$21.3M 1,100,000 +100,000 +10%
Renaissance Technologies
13
Renaissance Technologies
New York
$17.6M 909,100 -78,700 -8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$16.3M 845,304 +19,627 +2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$15M 776,950 +40,330 +5%
WAM
16
Weiss Asset Management
Massachusetts
$13.7M 710,739 -266,000 -27%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$10.6M 548,779 -52,228 -9%
Northern Trust
18
Northern Trust
Illinois
$10.4M 538,893 -1,202 -0.2%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$9.98M 516,232 -113,089 -18%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$9.34M 482,938 -767,417 -61%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$8.44M 436,208 +12,206 +3%
Norges Bank
22
Norges Bank
Norway
$7.83M 404,940 +114,600 +39%
PCM
23
Portolan Capital Management
Massachusetts
$7.73M 399,648 +399,648 New
Charles Schwab
24
Charles Schwab
California
$6.78M 350,419 +12,125 +4%
Morgan Stanley
25
Morgan Stanley
New York
$6.07M 313,725 -211,054 -40%
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