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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
HFM
301
Harvest Fund Management
China
$41K +$29.4K +299 New
CAN
302
Cetera Advisor Networks
California
$40K +$29.5K +300 New
WAM
303
Wolverine Asset Management
Illinois
$39K +$29.2K +297 New
T
304
TOBAM
France
$37K +$27.4K +279 New
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$33K
FHA
306
First Horizon Advisors
Tennessee
$32K -$983 -10 -4%
CSS
307
Cubist Systematic Strategies
Connecticut
$31K +$22.6K +230 New
AIL
308
AGF Investments LLC
Ontario, Canada
$29K -$912K -9,275 -98%
Fidelity International
309
Fidelity International
Bermuda
$27K +$19.7K +200 New
AIM
310
AIA Investment Management
Singapore
$24K +$17.7K +180 New
APA
311
American Portfolios Advisors
New York
$21.4K +$7.37K +75 +87%
VAIA
312
Virtus Alternative Investment Advisers
Connecticut
$19K +$14.1K +143 New
VFA
313
Valeo Financial Advisors
Indiana
$17K +$12.3K +125 New
TRCT
314
Tower Research Capital (TRC)
New York
$15K -$250K -2,539 -96%
AW
315
Alpha Windward
Massachusetts
$13K -$20.8K -212 -68%
EWM
316
Edge Wealth Management
New York
$13K
SIAS
317
Shine Investment Advisory Services
Colorado
$13K +$9.63K +98 New
S
318
SignatureFD
Georgia
$12K -$4.03K -41 -32%
EWP
319
Engrave Wealth Partners
Texas
$12K +$5.9K +60 +171%
TWA
320
TCI Wealth Advisors
Arizona
$7K +$4.82K +49 New
ST
321
Smithfield Trust
Pennsylvania
$7K +$4.92K +50 New
MAM
322
Meeder Asset Management
Ohio
$6K -$28.6K -291 -86%
OPS
323
Orion Portfolio Solutions
Nebraska
$6K -$7.37K -75 -61%
SPIA
324
Steward Partners Investment Advisory
New York
$6K +$98 +1 +2%
BAM
325
Bellevue Asset Management
Washington
$5K

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.