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AVLR

Avalara, Inc.

Delisted

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

271 hedge funds and large institutions have $4.6B invested in Avalara, Inc. in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 103 increasing their positions, 83 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

47% more call options, than puts

Call options by funds: $48.9M | Put options by funds: $33.3M

24% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 83

9% more funds holding

Funds holding: 248271 (+23)

9% more capital invested

Capital invested by funds: $4.23B → $4.6B (+$363M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
271
Holders Change
+23
Holders Change %
+9.27%
% of All Funds
5.34%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
68
Increased
103
Reduced
83
Closed
42
Calls
$48.9M
Puts
$33.3M
Net Calls
+$15.6M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
226
Wedbush Securities
California
$247K +$4.65K +64 +2%
AR
227
Advisory Research
Illinois
$241K +$239K +3,290 New
IC
228
IEQ Capital
California
$236K +$234K +3,220 New
ProShare Advisors
229
ProShare Advisors
Maryland
$229K +$3.2K +44 +1%
SCM
230
Stevens Capital Management
Pennsylvania
$225K -$468K -6,449 -68%
GAM
231
GQ Asset Management
New York
$221K +$124K +1,702 +129%
OR
232
Olympiad Research
Connecticut
$219K +$217K +2,989 New
Mirae Asset Global Investments
233
Mirae Asset Global Investments
South Korea
$216K +$214K +2,953 New
Prudential Financial
234
Prudential Financial
New Jersey
$213K +$212K +2,916 New
DTL
235
Dynamic Technology Lab
Singapore
$212K -$590K -8,125 -74%
CIBC Asset Management
236
CIBC Asset Management
Ontario, Canada
$201K +$200K +2,747 New
EWA
237
Evolution Wealth Advisors
Florida
$148K +$141K +1,935 +2,126%
LTFS
238
Ladenburg Thalmann Financial Services
Florida
$141K +$53.1K +731 +61%
FBT
239
First Bank & Trust
South Dakota
$137K +$65.9K +907 +94%
Canada Life
240
Canada Life
Manitoba, Canada
$136K +$136K +1,874 New
Marshall Wace
241
Marshall Wace
United Kingdom
$109K +$108K +1,493 New
SMFS
242
Squar Milner Financial Services
California
$108K -$67.4K -928 -38%
PA
243
Parallel Advisors
California
$99K +$45.1K +621 +85%
CH
244
Canton Hathaway
Rhode Island
$86K -$43K -592 -33%
PHK
245
Point72 Hong Kong
Hong Kong
$82K -$14.8K -204 -15%
AIG
246
American International Group
New York
$79K -$3.34K -46 -4%
SFS
247
Sowell Financial Services
Arkansas
$71K +$55.5K +764 +373%
KAS
248
Kemnay Advisory Services
New York
$53K
MIFH
249
Migdal Insurance & Financial Holdings
Israel
$51K +$50.1K +690 New
PCM
250
Prelude Capital Management
New York
$42K +$34.9K +480 +505%

AVLR Hedge Fund Activity: Q4 2019 in Review

271 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q4 2019, worth a combined $4.6B — up 8.6% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AVLR positions and 42 closed out — a net gain of 26 holders — while 103 added to existing stakes and 83 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $85.6M. The largest seller was Alkeon Capital Management, cutting an estimated $94.9M.

  • 271 institutional investors held Avalara, Inc. (AVLR) as of Q4 2019, up from 248 in Q3 2019.
  • Funds reported $4.6B of Avalara, Inc. stock for Q4 2019, up 8.6% quarter-over-quarter.
  • 68 funds opened new Avalara, Inc. positions in Q4 2019 and 42 closed out, a net change of +26 holders.
  • The largest Avalara, Inc. buyer in Q4 2019 was T. Rowe Price Associates, an estimated $85.6M added.
  • The largest Avalara, Inc. seller in Q4 2019 was Alkeon Capital Management, an estimated $94.9M sold.

Based on aggregated 13F filings for Q4 2019.