We are live on ! Find out more
AVLR

Avalara, Inc.

Delisted

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

340 hedge funds and large institutions have $9.62B invested in Avalara, Inc. in 2020 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 100 increasing their positions, 94 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 45

170% more call options, than puts

Call options by funds: $138M | Put options by funds: $51.1M

91% more capital invested

Capital invested by funds: $5.05B → $9.62B (+$4.57B)

31% more funds holding

Funds holding: 259340 (+81)

6% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 94

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
340
Holders Change
+81
Holders Change %
+31.27%
% of All Funds
6.97%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
128
Increased
100
Reduced
94
Closed
45
Calls
$138M
Puts
$51.1M
Net Calls
+$86.9M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
251
CWA Asset Management Group
Florida
$446K +$329K +3,350 New
URS
252
Utah Retirement Systems
Utah
$426K +$315K +3,200 New
CC
253
Cipher Capital
New York
$425K +$314K +3,197 New
ProShare Advisors
254
ProShare Advisors
Maryland
$418K +$308K +3,138 New
VWM
255
Vigilare Wealth Management
Arizona
$391K -$120K -1,225 -29%
AWM
256
Avior Wealth Management
Nebraska
$376K +$34.4K +350 +14%
CCM
257
Cinctive Capital Management
New York
$370K +$273K +2,779 New
FBT
258
First Bank & Trust
South Dakota
$351K -$14.5K -148 -5%
VA
259
Valmark Advisers
Ohio
$347K +$256K +2,608 New
SCA
260
Spearhead Capital Advisors
Florida
$332K +$245K +2,494 New
HSA
261
HBK Sorce Advisory
Pennsylvania
$327K +$241K +2,455 New
Teacher Retirement System of Texas
262
Teacher Retirement System of Texas
Texas
$320K +$237K +2,408 New
PSUF
263
People's United Financial
Connecticut
$313K +$231K +2,355 New
SMFS
264
Squar Milner Financial Services
California
$300K +$47.4K +482 +27%
VAS
265
Vestmark Advisory Solutions
Massachusetts
$296K +$219K +2,223 New
AIG
266
American International Group
New York
$280K +$102K +1,038 +97%
AR
267
Advisory Research
Illinois
$279K -$190K -1,929 -48%
HIIFS
268
Harel Insurance Investments & Financial Services
Israel
$279K +$206K +2,100 New
KJHP
269
K.J. Harrison & Partners
Ontario, Canada
$266K +$197K +2,000 New
RHBC
270
R.H. Bluestein & Co
Michigan
$266K +$197K +2,000 New
DWT
271
Dorsey & Whitney Trust
South Dakota
$257K +$190K +1,934 New
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$256K +$189K +1,927 New
PCM
273
Prelude Capital Management
New York
$252K +$186K +1,890 New
PFA
274
Paradigm Financial Advisors
Missouri
$252K +$186K +1,895 New
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$251K +$136K +1,388 +341%

AVLR Hedge Fund Activity: Q2 2020 in Review

340 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q2 2020, worth a combined $9.62B — up 91% from $5.05B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new AVLR positions and 45 closed out — a net gain of 83 holders — while 100 added to existing stakes and 94 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $307M. The largest seller was Janus Henderson Group, cutting an estimated $105M.

  • 340 institutional investors held Avalara, Inc. (AVLR) as of Q2 2020, up from 259 in Q1 2020.
  • Funds reported $9.62B of Avalara, Inc. stock for Q2 2020, up 91% quarter-over-quarter.
  • 128 funds opened new Avalara, Inc. positions in Q2 2020 and 45 closed out, a net change of +83 holders.
  • The largest Avalara, Inc. buyer in Q2 2020 was T. Rowe Price Associates, an estimated $307M added.
  • The largest Avalara, Inc. seller in Q2 2020 was Janus Henderson Group, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2020.