AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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147 hedge funds and large institutions have $755M invested in Avantax, Inc. Common Stock in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
147
Holders Change
-7
Holders Change %
-4.55%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
34
Reduced
64
Closed
29
Calls
$219K
Puts
$2.77M
Net Calls
-$2.55M
Net Calls Change
-$3.71M

Top Buyers

1
ECM
1
Engine Capital Management
New York
$19.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$49.2M
3
NW
3
NewEdge Wealth
Pennsylvania
$19M
4
Millennium Management
4
Millennium Management
New York
$5.72M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$141M
2
NM
2
Newtyn Management
New York
$0
3
SCM
3
Simcoe Capital Management
New York
$28.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.85M
5
NSGL
5
No Street GP LP
California
$15.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$141M 6,294,995 -526,766 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$95.8M 4,281,518 -282,789 -6%
PCP
3
P2 Capital Partners
New York
$51.5M 2,300,000 – –
VBA
4
Van Berkom & Associates
Quebec, Canada
$49.2M 2,197,578 +409,581 +23%
Invesco
5
Invesco
Georgia
$46.3M 2,068,754 -65,334 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$36.8M 1,645,915 -130,983 -7%
State Street
7
State Street
Massachusetts
$33.8M 1,511,041 -54,193 -3%
SCM
8
Simcoe Capital Management
New York
$28.2M 1,260,573 -451,002 -26%
Renaissance Technologies
9
Renaissance Technologies
New York
$20.5M 916,300 -132,700 -13%
ECM
10
Engine Capital Management
New York
$19.6M 874,857 +874,357 +174,871%
NW
11
NewEdge Wealth
Pennsylvania
$19M 847,299 +407,028 +92%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$17.5M 779,817 -96,361 -11%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$17.4M 778,517 +38,543 +5%
NSGL
14
No Street GP LP
California
$15.6M 698,400 -436,600 -38%
Boston Partners
15
Boston Partners
Massachusetts
$11M 480,357 +5,125 +1%
Northern Trust
16
Northern Trust
Illinois
$9.7M 433,459 -55,651 -11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$7.67M 342,558 -30,722 -8%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$6.85M 306,209 -437,841 -59%
Morgan Stanley
19
Morgan Stanley
New York
$6.7M 299,523 -7,467 -2%
Charles Schwab
20
Charles Schwab
California
$6.68M 298,336 -21,557 -7%
Millennium Management
21
Millennium Management
New York
$5.72M 255,683 +216,591 +554%
Goldman Sachs
22
Goldman Sachs
New York
$5.6M 250,370 +140,502 +128%
Deutsche Bank
23
Deutsche Bank
Germany
$5.55M 247,849 -15,332 -6%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.92M 219,899 -21,334 -9%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$4.23M 189,176 +31,443 +20%
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