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AVLR

Avalara, Inc.

Delisted

AVLR was delisted on the 18th of October, 2022.

248 hedge funds and large institutions have $4.23B invested in Avalara, Inc. in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $83.5M | Put options by funds: $34.6M

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

44% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 68

9% more funds holding

Funds holding: 227248 (+21)

1% less capital invested

Capital invested by funds: $4.29B → $4.23B (-$56.8M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
248
Holders Change
+21
Holders Change %
+9.25%
% of All Funds
5.44%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
66
Increased
98
Reduced
68
Closed
44
Calls
$83.5M
Puts
$34.6M
Net Calls
+$48.9M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
226
Kemnay Advisory Services
New York
$48K
ST
227
Smithfield Trust
Pennsylvania
$38K
HFM
228
Harvest Fund Management
China
$34K
Walleye Capital
229
Walleye Capital
New York
$31K -$172K -2,130 -82%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$28K +$7.28K +90 +27%
BRWM
231
B. Riley Wealth Management
Tennessee
$28K +$33.4K +413 New
PRC
232
Pearl River Capital
Michigan
$24K +$28.6K +353 New
NFG
233
Next Financial Group
Texas
$24K +$29.1K +360 New
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$17K +$20.2K +250 New
AS
235
Altshuler Shaham
Israel
$16K -$890 -11 -5%
FHA
236
First Horizon Advisors
Tennessee
$16K +$9.46K +117 +89%
TWA
237
TCI Wealth Advisors
Arizona
$16K +$18.9K +234 New
SFS
238
Sowell Financial Services
Arkansas
$14K +$16.6K +205 New
CCA
239
Catalyst Capital Advisors
New York
$11K +$2.59K +32 +25%
EW
240
Evoke Wealth
California
$9.55K +$11.5K +142 New
PCM
241
Prelude Capital Management
New York
$6K -$48.1K -595 -86%
EWA
242
Evolution Wealth Advisors
Florida
$6K +$7.36K +91 New
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$5K
FCA
244
FinTrust Capital Advisors
South Carolina
$4K +$1.05K +13 +28%
MAM
245
Meeder Asset Management
Ohio
$3K -$10.7K -132 -75%
FHA
246
Flagship Harbor Advisors
Massachusetts
$2K
SPIA
247
Steward Partners Investment Advisory
New York
$2K +$2.43K +30 New
APA
248
American Portfolios Advisors
New York
$1.21K +$1.46K +18 New
SC
249
Sageview Capital
Connecticut
-$177M -2,456,865 Closed
WP
250
Warburg Pincus
New York
-$123M -1,702,281 Closed

AVLR Hedge Fund Activity: Q3 2019 in Review

248 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q3 2019, worth a combined $4.23B — down 1.3% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new AVLR positions and 44 closed out — a net gain of 22 holders — while 98 added to existing stakes and 68 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $166M. The largest seller was Battery Partners IX, cutting an estimated $225M.

  • 248 institutional investors held Avalara, Inc. (AVLR) as of Q3 2019, up from 227 in Q2 2019.
  • Funds reported $4.23B of Avalara, Inc. stock for Q3 2019, down 1.3% quarter-over-quarter.
  • 66 funds opened new Avalara, Inc. positions in Q3 2019 and 44 closed out, a net change of +22 holders.
  • The largest Avalara, Inc. buyer in Q3 2019 was Janus Henderson Group, an estimated $166M added.
  • The largest Avalara, Inc. seller in Q3 2019 was Battery Partners IX, an estimated $225M sold.

Based on aggregated 13F filings for Q3 2019.