AVLR

Avalara, Inc.

Delisted

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

398 hedge funds and large institutions have $12.5B invested in Avalara, Inc. in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 182 increasing their positions, 114 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
59
Increased
182
Reduced
114
Closed
60
Calls
$96.4M
Puts
$44M
Net Calls
+$52.4M
Net Calls Change
+$36.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC World Market
276
CIBC World Market
Ontario, Canada
$490K -$105K -647 -18%
RIM
277
Redpoint Investment Management
Australia
$486K +$210K +1,299 +76%
PWS
278
Precision Wealth Strategies
Missouri
$467K +$55.7K +344 +14%
WT
279
Washington Trust
Rhode Island
$465K +$451K +2,788 +3,168%
OQS
280
Occudo Quantitative Strategies
Florida
$464K -$1.21M -7,479 -72%
SCA
281
Spearhead Capital Advisors
Florida
$463K +$61.5K +380 +15%
ALAM
282
Asahi Life Asset Management
Japan
$421K +$421K +2,600 New
SWM
283
Spire Wealth Management
Virginia
$405K +$68.7K +425 +20%
IRF
284
IBM Retirement Fund
New York
$388K -$72.7K -449 -16%
BG
285
Bellevue Group
Switzerland
$372K +$372K +2,300 New
IMRF
286
Illinois Municipal Retirement Fund
Illinois
$359K -$301K -1,860 -46%
AR
287
Advisory Research
Illinois
$359K +$359K +2,216 New
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$357K +$248K +1,530 +227%
NFG
289
Next Financial Group
Texas
$352K +$338K +2,089 +2,458%
DWT
290
Dorsey & Whitney Trust
South Dakota
$344K
FBT
291
First Bank & Trust
South Dakota
$343K +$9.37K +58 +3%
KAS
292
Kestra Advisory Services
Texas
$332K +$332K +2,050 New
Verition Fund Management
293
Verition Fund Management
Connecticut
$331K +$331K +2,043 New
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$324K
CCFM
295
Clear Creek Financial Management
Washington
$324K +$324K +2,000 New
MWM
296
Merriman Wealth Management
Washington
$323K -$83.3K -515 -20%
Lazard Asset Management
297
Lazard Asset Management
New York
$323K +$323K +2,000 New
Mercer Global Advisors
298
Mercer Global Advisors
Colorado
$320K +$23K +142 +8%
ZCA
299
Zeke Capital Advisors
Pennsylvania
$320K +$320K +1,975 New
HSA
300
HBK Sorce Advisory
Pennsylvania
$318K +$810 +5 +0.3%