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AVLR

Avalara, Inc.

Delisted

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

402 hedge funds and large institutions have $12.5B invested in Avalara, Inc. in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 182 increasing their positions, 115 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $96.4M | Put options by funds: $44M

58% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 115

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more capital invested

Capital invested by funds: $10.1B → $12.5B (+$2.4B)

0% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 60

0% less funds holding

Funds holding: 403402 (-1)

Holders
402
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
7%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
60
Increased
182
Reduced
115
Closed
60
Calls
$96.4M
Puts
$44M
Net Calls
+$52.4M
Net Calls Change
+$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
276
Cambridge Investment Research Advisors
Iowa
$506K -$78.6K -564 -15%
CCM
277
Conway Capital Management
California
$497K -$80.1K -575 -16%
CIBC World Market
278
CIBC World Market
Ontario, Canada
$490K -$90.2K -647 -18%
RIM
279
Redpoint Investment Management
Australia
$486K +$181K +1,299 +76%
PWS
280
Precision Wealth Strategies
Missouri
$467K +$47.9K +344 +14%
WT
281
Washington Trust
Rhode Island
$465K +$389K +2,788 +3,168%
OQS
282
Occudo Quantitative Strategies
Florida
$464K -$1.04M -7,479 -72%
SCA
283
Spearhead Capital Advisors
Florida
$463K +$53K +380 +15%
ALAM
284
Asahi Life Asset Management
Japan
$421K +$362K +2,600 New
SWM
285
Spire Wealth Management
Virginia
$405K +$59.2K +425 +20%
IRF
286
IBM Retirement Fund
New York
$388K -$62.6K -449 -16%
BG
287
Bellevue Group
Switzerland
$372K +$321K +2,300 New
IFG
288
Independent Financial Group
California
$365K -$46.1K -331 -13%
IMRF
289
Illinois Municipal Retirement Fund
Illinois
$359K -$259K -1,860 -46%
AR
290
Advisory Research
Illinois
$359K +$309K +2,216 New
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$357K +$213K +1,530 +227%
NFG
292
Next Financial Group
Texas
$352K +$291K +2,089 +2,458%
DWT
293
Dorsey & Whitney Trust
South Dakota
$344K
FBT
294
First Bank & Trust
South Dakota
$343K +$8.08K +58 +3%
KAS
295
Kestra Advisory Services
Texas
$332K +$286K +2,050 New
Verition Fund Management
296
Verition Fund Management
Connecticut
$331K +$285K +2,043 New
LWCFA
297
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$324K
CCFM
298
Clear Creek Financial Management
Washington
$324K +$279K +2,000 New
LSA
299
Leonteq Securities AG
Switzerland
$324K +$279K +2,000 New
MWM
300
Merriman Wealth Management
Washington
$323K -$71.8K -515 -20%

AVLR Hedge Fund Activity: Q2 2021 in Review

402 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q2 2021, worth a combined $12.5B — up 24% from $10.1B a quarter earlier.

Fund positioning in AVLR was balanced in Q2 2021: 60 funds opened new positions, 60 closed out, 182 added to existing stakes and 115 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $281M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $66.6M sold.

  • 402 institutional investors held Avalara, Inc. (AVLR) as of Q2 2021, down from 403 in Q1 2021.
  • Funds reported $12.5B of Avalara, Inc. stock for Q2 2021, up 24% quarter-over-quarter.
  • 60 funds opened new Avalara, Inc. positions in Q2 2021 and 60 closed out, a net change of 0 holders.
  • The largest Avalara, Inc. buyer in Q2 2021 was Wellington Management Group, an estimated $281M added.
  • The largest Avalara, Inc. seller in Q2 2021 was Renaissance Technologies, an estimated $66.6M sold.

Based on aggregated 13F filings for Q2 2021.