AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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157 hedge funds and large institutions have $1.1B invested in Avantax, Inc. Common Stock in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
157
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
45
Reduced
66
Closed
16
Calls
$8.78M
Puts
$3.43M
Net Calls
+$5.35M
Net Calls Change
+$283K

Top Buyers

1
ECM
1
Engine Capital Management
New York
$60.5M
2
Invesco
2
Invesco
Georgia
$46.8M
3
Boston Partners
3
Boston Partners
Massachusetts
$15.2M
4
CM
4
Caption Management
Oklahoma
$6M
5
SCM
5
Simcoe Capital Management
New York
$43.7M

Top Sellers

1
WAM
1
Weiss Asset Management
Massachusetts
$0
2
NM
2
Newtyn Management
New York
$33.2M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$61.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$9.89M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$193M 7,569,360 +72,866 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$135M 5,292,463 +75,919 +1%
VBA
3
Van Berkom & Associates
Quebec, Canada
$61.4M 2,405,184 -180,337 -7%
ECM
4
Engine Capital Management
New York
$60.5M 2,370,384 +583,932 +33%
HPC
5
Hill Path Capital
New York
$59M 2,312,749 – –
PCP
6
P2 Capital Partners
New York
$58.7M 2,300,000 – –
Invesco
7
Invesco
Georgia
$46.8M 1,833,650 +558,248 +44%
SCM
8
Simcoe Capital Management
New York
$43.7M 1,711,575 +160,397 +10%
State Street
9
State Street
Massachusetts
$40.6M 1,590,027 -63,834 -4%
NM
10
Newtyn Management
New York
$33.2M 1,300,000 -276,303 -18%
NSGL
11
No Street GP LP
California
$30.6M 1,200,000 +100,000 +9%
Renaissance Technologies
12
Renaissance Technologies
New York
$23.9M 937,000 +27,900 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$22.4M 876,914 +31,610 +4%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$20.5M 804,448 +27,498 +4%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$16.1M 632,053 +149,115 +31%
Boston Partners
16
Boston Partners
Massachusetts
$15.2M 581,896 +480,680 +475%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$13.7M 538,000 -10,779 -2%
Northern Trust
18
Northern Trust
Illinois
$13.2M 516,653 -22,240 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$11M 428,969 -7,239 -2%
Norges Bank
20
Norges Bank
Norway
$10.3M 404,940 – –
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$9.89M 387,503 -128,729 -25%
PCM
22
Portolan Capital Management
Massachusetts
$9.6M 376,123 -23,525 -6%
Charles Schwab
23
Charles Schwab
California
$9.2M 360,491 +10,072 +3%
Morgan Stanley
24
Morgan Stanley
New York
$8.7M 340,858 +27,133 +9%
Principal Financial Group
25
Principal Financial Group
Iowa
$7.54M 295,277 -1,179 -0.4%
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