AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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154 hedge funds and large institutions have $947M invested in Avantax, Inc. Common Stock in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 30 closing their positions.

Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
29
Increased
34
Reduced
64
Closed
30
Calls
$7.66M
Puts
$6.5M
Net Calls
+$1.16M
Net Calls Change
-$4.19M

Top Buyers

1
NW
1
NewEdge Wealth
Pennsylvania
$11.6M
2
Invesco
2
Invesco
Georgia
$56.2M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.41M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$19.5M
5
GLA
5
Great Lakes Advisors
Illinois
$4.55M

Top Sellers

1
ECM
1
Engine Capital Management
New York
$13K
2
HPC
2
Hill Path Capital
New York
$0
3
NM
3
Newtyn Management
New York
$10.5M
4
BlackRock
4
BlackRock
New York
$180M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$180M 6,821,761 -747,599 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M 4,564,307 -728,156 -14%
PCP
3
P2 Capital Partners
New York
$60.5M 2,300,000 – –
Invesco
4
Invesco
Georgia
$56.2M 2,134,088 +300,438 +16%
VBA
5
Van Berkom & Associates
Quebec, Canada
$47.1M 1,787,997 -617,187 -26%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$46.8M 1,776,898 -13,264 -0.7%
SCM
7
Simcoe Capital Management
New York
$45M 1,711,575 – –
State Street
8
State Street
Massachusetts
$41.2M 1,565,234 -24,793 -2%
NSGL
9
No Street GP LP
California
$29.9M 1,135,000 -65,000 -5%
Renaissance Technologies
10
Renaissance Technologies
New York
$27.6M 1,049,000 +112,000 +12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$23.1M 876,178 -736 -0.1%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$19.6M 744,050 -60,398 -8%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$19.5M 739,974 +201,974 +38%
Northern Trust
14
Northern Trust
Illinois
$12.9M 489,110 -27,543 -5%
Boston Partners
15
Boston Partners
Massachusetts
$12.4M 475,232 -106,664 -18%
NW
16
NewEdge Wealth
Pennsylvania
$11.6M 440,271 +440,271 New
NM
17
Newtyn Management
New York
$10.5M 400,000 -900,000 -69%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.82M 373,280 -55,689 -13%
Charles Schwab
19
Charles Schwab
California
$8.42M 319,893 -40,598 -11%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$8.41M 319,600 +239,000 +297%
Morgan Stanley
21
Morgan Stanley
New York
$8.08M 306,990 -33,868 -10%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$7.26M 275,851 +70,600 +34%
Deutsche Bank
23
Deutsche Bank
Germany
$6.93M 263,181 -11,797 -4%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.35M 241,233 -54,044 -18%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$5.79M 220,169 -167,334 -43%
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