We are live on ! Find out more
AVLR

Avalara, Inc.

Delisted

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

259 hedge funds and large institutions have $5.05B invested in Avalara, Inc. in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 86 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $28.6M | Put options by funds: $14.4M

22% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 86

10% more capital invested

Capital invested by funds: $4.6B → $5.05B (+$450M)

4% less funds holding

Funds holding: 271259 (-12)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

Holders
259
Holders Change
-12
Holders Change %
-4.43%
% of All Funds
5.71%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
52
Increased
105
Reduced
86
Closed
61
Calls
$28.6M
Puts
$14.4M
Net Calls
+$14.2M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
226
Tower Research Capital (TRC)
New York
$198K +$206K +2,533 +2,165%
AWM
227
Avior Wealth Management
Nebraska
$185K +$202K +2,480 New
SMFS
228
Squar Milner Financial Services
California
$132K +$23.5K +288 +19%
PA
229
Parallel Advisors
California
$125K +$26.5K +325 +24%
EWA
230
Evolution Wealth Advisors
Florida
$104K -$51.8K -635 -31%
NIT
231
NumerixS Investment Technologies
British Columbia, Canada
$96K +$105K +1,289 New
AIG
232
American International Group
New York
$80K -$815 -10 -0.9%
TFA
233
Toth Financial Advisory
Virginia
$71K +$77.4K +950 New
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$60K +$73.4K +901 New
SFS
235
Sowell Financial Services
Arkansas
$54K -$20.4K -250 -26%
Asset Management One
236
Asset Management One
Japan
$38K +$41K +503 New
EP
237
Eudaimonia Partners
Tennessee
$30K +$32.6K +400 New
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$27K -$565K -6,927 -94%
MAM
239
Meeder Asset Management
Ohio
$25K -$2.61K -32 -9%
AW
240
Alpha Windward
Massachusetts
$23K
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$19K -$2.69K -33 -12%
FHA
242
First Horizon Advisors
Tennessee
$18K +$3.02K +37 +18%
S
243
SignatureFD
Georgia
$10K +$7.83K +96 +291%
OPS
244
Orion Portfolio Solutions
Nebraska
$9K -$15.8K -194 -61%
EWM
245
Edge Wealth Management
New York
$8K
GAM
246
Gemmer Asset Management
California
$7K +$8.15K +100 New
APA
247
American Portfolios Advisors
New York
$6.42K +$1.71K +21 +32%
NFG
248
Next Financial Group
Texas
$6K
AS
249
Altshuler Shaham
Israel
$4K +$408 +5 +12%
FCA
250
FinTrust Capital Advisors
South Carolina
$3K

AVLR Hedge Fund Activity: Q1 2020 in Review

259 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q1 2020, worth a combined $5.05B — up 9.8% from $4.6B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AVLR and 52 opened new positions — a net loss of 9 holders — while 86 trimmed existing stakes and 105 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $264M. The largest seller was Fred Alger Management, cutting an estimated $44.6M.

  • 259 institutional investors held Avalara, Inc. (AVLR) as of Q1 2020, down from 271 in Q4 2019.
  • Funds reported $5.05B of Avalara, Inc. stock for Q1 2020, up 9.8% quarter-over-quarter.
  • 52 funds opened new Avalara, Inc. positions in Q1 2020 and 61 closed out, a net change of -9 holders.
  • The largest Avalara, Inc. buyer in Q1 2020 was T. Rowe Price Associates, an estimated $264M added.
  • The largest Avalara, Inc. seller in Q1 2020 was Fred Alger Management, an estimated $44.6M sold.

Based on aggregated 13F filings for Q1 2020.