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AVLR

Avalara, Inc.
AVLR

Delisted

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

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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: 271 → 259 (-12)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$264M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$80.4M
3
WA
Wasatch Advisors
Utah
+$63.8M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$59.4M
5
Macquarie Group
Macquarie Group
Australia
+$47.3M

Top Sellers

1
FAM
Fred Alger Management
New York
-$44.6M
2
BAWC
Black-and-white Capital
California
-$44.4M
3
DAM
Dorsey Asset Management
Illinois
-$44M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$42.1M
5
Morgan Stanley
Morgan Stanley
New York
-$36.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
251
Flagship Harbor Advisors
Massachusetts
$3K – – –
SPIA
252
Steward Partners Investment Advisory
New York
$3K +$897 +11 +37%
BAM
253
Bellevue Asset Management
Washington
$3K +$2.77K +34 New
MIFH
254
Migdal Insurance & Financial Holdings
Israel
$2K -$54.5K -668 -97%
QCG
255
Quadrant Capital Group
Ohio
$2K +$2.2K +27 New
EWP
256
Engrave Wealth Partners
Texas
$2K +$2.85K +35 New
EFSCE
257
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$571 +7 New
First Manhattan
258
First Manhattan
New York
$1K +$1.22K +15 New
VCM
259
Versant Capital Management
Arizona
$1K +$1.55K +19 New
SRFM
260
Shannon River Fund Management
New York
– -$22.2M -303,453 Closed
SSA
261
Schonfeld Strategic Advisors
New York
– -$10.6M -144,800 Closed
PCM
262
Pathway Capital Management
California
– -$10.1M -137,377 Closed
Arrowstreet Capital
263
Arrowstreet Capital
Massachusetts
– -$8.8M -120,192 Closed
SCM
264
Segantii Capital Management
Hong Kong
– -$8.24M -112,500 Closed
MC
265
Maplelane Capital
New York
– -$7.33M -100,001 Closed
QC
266
Quadrature Capital
United Kingdom
– -$7.31M -99,802 Closed
Bank of Nova Scotia
267
Bank of Nova Scotia
Ontario, Canada
– -$6.05M -82,632 Closed
AAM
268
AO Asset Management
New York
– -$6M -81,900 Closed
LCM
269
Landscape Capital Management
New Jersey
– -$5.11M -69,745 Closed
GIPM
270
G2 Investment Partners Management
New York
– -$4.99M -68,112 Closed
MCM
271
Maytus Capital Management
New York
– -$4.39M -60,000 Closed
CCP
272
Clough Capital Partners
Massachusetts
– -$3.61M -49,300 Closed
ASP
273
Adams Street Partners
Illinois
– -$3.28M -44,730 Closed
SEC
274
Seven Eight Capital
New York
– -$3.08M -42,100 Closed
CAM
275
ClariVest Asset Management
California
– -$2.94M -40,061 Closed
9 10
11
12 13

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.