AVLR

Avalara, Inc.

Delisted

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

387 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, 159 increasing their positions, 132 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-11
Holders Change %
-2.76%
% of All Funds
6.8%
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
159
Reduced
132
Closed
41
Calls
$67.8M
Puts
$59.1M
Net Calls
+$8.61M
Net Calls Change
-$43.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
276
WealthShield Partners
North Carolina
$387K +$94.4K +540 +32%
DWT
277
Dorsey & Whitney Trust
South Dakota
$372K
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$371K -$14.7K -84 -4%
FBT
279
First Bank & Trust
South Dakota
$364K -$6.99K -40 -2%
LBD
280
Landsberg Bennett & Dubbaneh
Florida
$358K +$358K +2,028 New
LWCFA
281
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$350K
MAM
282
Montanaro Asset Management
United Kingdom
$350K +$43.8K +250 +14%
MWM
283
Merriman Wealth Management
Washington
$349K
ZCA
284
Zeke Capital Advisors
Pennsylvania
$345K
PA
285
Parallel Advisors
California
$344K +$32K +183 +10%
Mercer Global Advisors
286
Mercer Global Advisors
Colorado
$341K -$4.89K -28 -1%
FHA
287
First Horizon Advisors
Tennessee
$339K +$182K +1,047 +116%
CIAS
288
Capital Investment Advisory Services
North Carolina
$338K +$17.5K +100 +5%
TRCT
289
Tower Research Capital (TRC)
New York
$332K -$928K -5,308 -74%
HAG
290
HighPoint Advisor Group
Illinois
$325K +$66.8K +382 +26%
OC
291
Oppenheimer & Co
New York
$313K +$38.1K +218 +14%
PFA
292
Paradigm Financial Advisors
Missouri
$308K -$26.3K -150 -8%
Aberdeen Group
293
Aberdeen Group
United Kingdom
$308K -$7.91K -45 -3%
D.E. Shaw & Co
294
D.E. Shaw & Co
New York
$304K -$1.74M -9,950 -85%
HSA
295
HBK Sorce Advisory
Pennsylvania
$304K -$39.5K -226 -12%
IC
296
IEQ Capital
California
$302K +$302K +1,725 New
SFP
297
Sandbox Financial Partners
Maryland
$298K +$2.62K +15 +0.9%
MBT
298
Montecito Bank & Trust
California
$292K
AIG
299
American International Group
New York
$291K -$22.2K -127 -7%
CAAS
300
Capital Asset Advisory Services
Michigan
$287K +$8.38K +48 +3%