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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
IFG
276
Independent Financial Group
California
$403K +$8.6K +50 +2%
BG
277
Bellevue Group
Switzerland
$402K
NFG
278
Next Financial Group
Texas
$389K +$8.77K +51 +2%
WP
279
WealthShield Partners
North Carolina
$387K +$92.9K +540 +32%
DWT
280
Dorsey & Whitney Trust
South Dakota
$372K
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$371K -$14.4K -84 -4%
FBT
282
First Bank & Trust
South Dakota
$364K -$6.88K -40 -2%
LBD
283
Landsberg Bennett & Dubbaneh
Florida
$358K +$349K +2,028 New
LWCFA
284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$350K
MAM
285
Montanaro Asset Management
United Kingdom
$350K +$43K +250 +14%
LSA
286
Leonteq Securities AG
Switzerland
$350K
MWM
287
Merriman Wealth Management
Washington
$349K
ZCA
288
Zeke Capital Advisors
Pennsylvania
$345K
PA
289
Parallel Advisors
California
$344K +$31.5K +183 +10%
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$341K -$4.82K -28 -1%
FHA
291
First Horizon Advisors
Tennessee
$339K +$180K +1,047 +116%
CIAS
292
Capital Investment Advisory Services
North Carolina
$338K +$17.2K +100 +5%
TRCT
293
Tower Research Capital (TRC)
New York
$332K -$913K -5,308 -74%
HAG
294
HighPoint Advisor Group
Illinois
$325K +$65.7K +382 +26%
OC
295
Oppenheimer & Co
New York
$313K +$37.5K +218 +14%
PFA
296
Paradigm Financial Advisors
Missouri
$308K -$25.8K -150 -8%
Aberdeen Group
297
Aberdeen Group
United Kingdom
$308K -$7.74K -45 -3%
D.E. Shaw & Co
298
D.E. Shaw & Co
New York
$304K -$1.71M -9,950 -85%
HSA
299
HBK Sorce Advisory
Pennsylvania
$304K -$38.9K -226 -12%
IC
300
IEQ Capital
California
$302K +$297K +1,725 New

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.