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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
MU
251
Mirova US
Massachusetts
$726K +$714K +4,155 New
ASN
252
Advisory Services Network
Georgia
$715K -$10.1K -59 -1%
Connor, Clark & Lunn Investment Management (CC&L)
253
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$715K +$703K +4,091 New
VA
254
Valmark Advisers
Ohio
$714K +$16.5K +96 +2%
Prudential Financial
255
Prudential Financial
New Jersey
$707K -$27.2K -158 -4%
AWM
256
Avior Wealth Management
Nebraska
$705K
EVM
257
Eaton Vance Management
Massachusetts
$704K +$31.3K +182 +5%
VWM
258
Vigilare Wealth Management
Arizona
$700K -$93.7K -545 -12%
WWM
259
Wolff Wiese Magana
California
$655K +$27K +157 +4%
VPIM
260
Vanguard Personalized Indexing Management
California
$652K -$81.3K -473 -11%
JSC
261
Jackson Square Capital
California
$642K +$386K +2,244 +157%
PWS
262
Precision Wealth Strategies
Missouri
$628K +$121K +706 +24%
WG
263
Winton Group
United Kingdom
$602K -$206K -1,197 -26%
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$570K
CCM
265
Conway Capital Management
California
$567K +$30.1K +175 +6%
STA
266
Summit Trail Advisors
New York
$543K +$535K +3,109 New
CIBC World Market
267
CIBC World Market
Ontario, Canada
$542K +$12.2K +71 +2%
SCA
268
Spearhead Capital Advisors
Florida
$526K +$25.4K +148 +5%
RIM
269
Redpoint Investment Management
Australia
$524K
WT
270
Washington Trust
Rhode Island
$511K +$8.6K +50 +2%
KAS
271
Kestra Advisory Services
Texas
$502K +$142K +824 +40%
SWM
272
Spire Wealth Management
Virginia
$445K +$6.53K +38 +2%
AR
273
Advisory Research
Illinois
$436K +$47.8K +278 +13%
MYLI
274
Meiji Yasuda Life Insurance
Japan
$423K -$292K -1,700 -41%
IRF
275
IBM Retirement Fund
New York
$422K +$3.1K +18 +0.8%

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.