We are live on ! Find out more
AVLR

Avalara, Inc.

Delisted

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

391 hedge funds and large institutions have $13.9B invested in Avalara, Inc. in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 133 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 133

15% more call options, than puts

Call options by funds: $67.8M | Put options by funds: $59.1M

11% more capital invested

Capital invested by funds: $12.5B → $13.9B (+$1.33B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% less funds holding

Funds holding: 402391 (-11)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

Holders
391
Holders Change
-11
Holders Change %
-2.74%
% of All Funds
6.85%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
34
Increased
160
Reduced
133
Closed
41
Calls
$67.8M
Puts
$59.1M
Net Calls
+$8.61M
Net Calls Change
-$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
226
Maryland State Retirement & Pension System
Maryland
$1.1M
BB
227
Bell Bank
North Dakota
$1.1M +$59.3K +345 +6%
MC
228
Maverick Capital
Texas
$1.09M +$1.08M +6,261 New
WBC
229
Westpac Banking Corp
Australia
$1.03M
APG Asset Management
230
APG Asset Management
Netherlands
$1.02M -$224K -1,300 -16%
VFA
231
Voya Financial Advisors
Connecticut
$1.01M +$87.7K +510 +10%
ACA
232
Atlas Capital Advisors
Wyoming
$996K -$51.6K -300 -5%
MLICM
233
Metropolitan Life Insurance Company (MetLife)
New York
$993K -$32K -186 -3%
S
234
SignatureFD
Georgia
$981K -$1.58M -9,187 -62%
SP
235
Symmetry Partners
Connecticut
$928K +$17.2K +100 +2%
NIMI
236
Natixis Investment Managers International
France
$920K +$906K +5,269 New
RC
237
RBF Capital
California
$874K
SMDAM
238
Sumitomo Mitsui DS Asset Management
Japan
$839K -$4.82K -28 -0.6%
AIP
239
Ameritas Investment Partners
Nebraska
$838K
Commonwealth Equity Services
240
Commonwealth Equity Services
Massachusetts
$838K +$67.6K +393 +9%
S
241
Seeyond
France
$834K -$8.43K -49 -1%
SOADOR
242
State of Alaska Department of Revenue
Alaska
$826K +$721K +4,191 +778%
Brown Advisory
243
Brown Advisory
Maryland
$810K -$95.4K -555 -11%
PAM
244
Panagora Asset Management
Massachusetts
$804K
ProShare Advisors
245
ProShare Advisors
Maryland
$798K -$8.77K -51 -1%
PC
246
Pier Capital
Connecticut
$792K -$6.88K -40 -0.9%
BFM
247
Boothbay Fund Management
New York
$792K +$160K +929 +26%
CS
248
Candriam SCA
Luxembourg
$788K
AIM
249
Achmea Investment Management
Netherlands
$766K +$32.5K +189 +5%
Nordea Investment Management
250
Nordea Investment Management
Sweden
$730K +$122K +708 +20%

AVLR Hedge Fund Activity: Q3 2021 in Review

391 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q3 2021, worth a combined $13.9B — up 11% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AVLR and 34 opened new positions — a net loss of 7 holders — while 133 trimmed existing stakes and 160 added.

The largest buyer was VOYA Investment Management, adding an estimated $85.1M. The largest seller was JP Morgan Chase, cutting an estimated $84.1M.

  • 391 institutional investors held Avalara, Inc. (AVLR) as of Q3 2021, down from 402 in Q2 2021.
  • Funds reported $13.9B of Avalara, Inc. stock for Q3 2021, up 11% quarter-over-quarter.
  • 34 funds opened new Avalara, Inc. positions in Q3 2021 and 41 closed out, a net change of -7 holders.
  • The largest Avalara, Inc. buyer in Q3 2021 was VOYA Investment Management, an estimated $85.1M added.
  • The largest Avalara, Inc. seller in Q3 2021 was JP Morgan Chase, an estimated $84.1M sold.

Based on aggregated 13F filings for Q3 2021.