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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
BNP Paribas Asset Management
276
BNP Paribas Asset Management
France
$248K +$183K +1,862 New
IRF
277
IBM Retirement Fund
New York
$239K +$177K +1,797 New
QCM
278
Quantinno Capital Management
New York
$236K +$174K +1,775 New
RIM
279
Redpoint Investment Management
Australia
$227K +$167K +1,702 New
SL
280
Stevard LLC
Illinois
$226K +$167K +1,701 New
PA
281
Parallel Advisors
California
$223K
MBT
282
Montecito Bank & Trust
California
$223K +$164K +1,672 New
ASN
283
Advisory Services Network
Georgia
$219K +$161K +1,642 New
HFAS
284
Hummer Financial Advisory Services
Illinois
$213K +$157K +1,600 New
SF
285
Synovus Financial
Georgia
$207K -$316K -3,212 -67%
SFS
286
Sowell Financial Services
Arkansas
$207K +$82.2K +836 +116%
PPW
287
Parcion Private Wealth
Washington
$207K +$152K +1,550 New
ALAM
288
Asahi Life Asset Management
Japan
$200K +$147K +1,500 New
OCAM
289
Onex Canada Asset Management
Ontario, Canada
$200K +$147K +1,500 New
DZ Bank
290
DZ Bank
Germany
$128K +$94.3K +959 New
RWB
291
RMR Wealth Builders
New Jersey
$124K +$91.3K +929 New
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$111K -$9.93K -101 -11%
LS
293
Livforsakringsbolaget Skandia
Sweden
$106K +$78.6K +800 New
TFA
294
Toth Financial Advisory
Virginia
$103K -$17.2K -175 -18%
PA
295
Perennial Advisors
New York
$88K +$64.9K +660 New
EP
296
Eudaimonia Partners
Tennessee
$53K
SAM
297
Shell Asset Management
Netherlands
$48K +$35.5K +361 New
AS
298
Altshuler Shaham
Israel
$47K +$30.2K +307 +640%
PW
299
Price Wealth
Texas
$47K +$34.9K +355 New
CIA
300
CSat Investment Advisory
Michigan
$46K +$34.2K +348 New

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.