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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
WFMPM
251
Woodley Farra Manion Portfolio Management
Indiana
$37K +$36.3K +500 New
MAM
252
Meeder Asset Management
Ohio
$28K +$23.7K +326 +724%
AW
253
Alpha Windward
Massachusetts
$23K +$22.7K +312 New
OPS
254
Orion Portfolio Solutions
Nebraska
$23K +$23K +317 New
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$21K +$2.4K +33 +13%
FHA
256
First Horizon Advisors
Tennessee
$15K -$2.69K -37 -15%
CG
257
Cutler Group
California
$14K +$14.2K +196 New
BFEC
258
Benjamin F. Edwards & Company
Missouri
$12K +$11.4K +157 New
EW
259
Evoke Wealth
California
$10.4K
AIL
260
AGF Investments LLC
Ontario, Canada
$10K +$9.88K +136 New
TRCT
261
Tower Research Capital (TRC)
New York
$9K +$8.5K +117 New
EWM
262
Edge Wealth Management
New York
$7K +$7.26K +100 New
TWA
263
TCI Wealth Advisors
Arizona
$6K -$10.7K -147 -63%
NFG
264
Next Financial Group
Texas
$5K -$20.7K -285 -79%
APA
265
American Portfolios Advisors
New York
$4.76K +$3.41K +47 +261%
AS
266
Altshuler Shaham
Israel
$3K -$13.8K -190 -82%
FCA
267
FinTrust Capital Advisors
South Carolina
$3K -$1.31K -18 -31%
FHA
268
Flagship Harbor Advisors
Massachusetts
$3K
SPIA
269
Steward Partners Investment Advisory
New York
$2K
S
270
SignatureFD
Georgia
$2K +$2.4K +33 New
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$1K +$581 +8 New
BPI
272
Battery Partners IX
Massachusetts
-$89.3M -1,327,604 Closed
HCM
273
Hitchwood Capital Management
New York
-$37.3M -554,683 Closed
CM
274
Castleark Management
Illinois
-$10.5M -155,490 Closed
Point72 Asset Management
275
Point72 Asset Management
Connecticut
-$10M -149,101 Closed

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.