AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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161 hedge funds and large institutions have $835M invested in Avantax, Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 23 closing their positions.

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
39
Reduced
64
Closed
23
Calls
$1.11M
Puts
$10.5M
Net Calls
-$9.42M
Net Calls Change
-$6.86M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.3M
2
MF
2
Magnetar Financial
Illinois
$22.8M
3
WP
3
Woodline Partners
California
$22.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.9M
5
WIC
5
Water Island Capital
New York
$20.1M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$0
2
Invesco
2
Invesco
Georgia
$4.84M
3
SCM
3
Simcoe Capital Management
New York
$12.8M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
NSGL
5
No Street GP LP
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$148M 5,784,266 -510,729 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$104M 4,082,841 -198,677 -5%
VBA
3
Van Berkom & Associates
Quebec, Canada
$66.8M 2,610,995 +413,417 +19%
State Street
4
State Street
Massachusetts
$39.9M 1,559,615 +48,574 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.8M 1,436,832 -209,083 -13%
Goldman Sachs
6
Goldman Sachs
New York
$30.3M 1,186,353 +935,983 +374%
Morgan Stanley
7
Morgan Stanley
New York
$27.9M 1,091,450 +791,927 +264%
MF
8
Magnetar Financial
Illinois
$22.8M 892,041 +892,041 New
ECM
9
Engine Capital Management
New York
$22.4M 874,857 – –
Renaissance Technologies
10
Renaissance Technologies
New York
$22.2M 867,700 -48,600 -5%
WP
11
Woodline Partners
California
$22.1M 864,304 +864,304 New
WIC
12
Water Island Capital
New York
$20.1M 787,549 +787,549 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$20M 780,556 +739 +0.1%
SCM
14
Simcoe Capital Management
New York
$12.8M 501,063 -759,510 -60%
GCL
15
Glazer Capital LLC
New York
$12.2M 475,741 +475,741 New
Boston Partners
16
Boston Partners
Massachusetts
$12M 469,780 -10,577 -2%
AA
17
AQR Arbitrage
Connecticut
$11.9M 466,478 +466,478 New
Northern Trust
18
Northern Trust
Illinois
$10.9M 424,767 -8,692 -2%
NW
19
NewEdge Wealth
Pennsylvania
$8.98M 351,247 -496,052 -59%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$8.15M 318,496 -24,062 -7%
Charles Schwab
21
Charles Schwab
California
$7.68M 300,410 +2,074 +0.7%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$7.3M 285,562 +96,386 +51%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$6.78M 265,068 -41,141 -13%
UBS Group
24
UBS Group
Switzerland
$6.66M 260,180 +231,056 +793%
PSAMP
25
P. Schoenfeld Asset Management (PSAM)
New York
$6.55M 256,200 +256,200 New
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