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AVLR

Avalara, Inc.

Delisted

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

381 hedge funds and large institutions have $9.62B invested in Avalara, Inc. in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 155 increasing their positions, 104 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $97.5M | Put options by funds: $46.4M

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

49% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 104

12% more funds holding

Funds holding: 340381 (+41)

0% more capital invested

Capital invested by funds: $9.62B → $9.62B (+$1.38M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
381
Holders Change
+41
Holders Change %
+12.06%
% of All Funds
7.69%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
85
Increased
155
Reduced
104
Closed
43
Calls
$97.5M
Puts
$46.4M
Net Calls
+$51M
Net Calls Change
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
AE Wealth Management
Kansas
$236K +$235K +1,854 New
DWT
302
Dorsey & Whitney Trust
South Dakota
$231K -$15.1K -119 -6%
IFG
303
Independent Financial Group
California
$226K +$225K +1,771 New
SM
304
Sciencast Management
New Jersey
$222K +$184K +1,450 New
AR
305
Advisory Research
Illinois
$221K -$45.8K -361 -17%
RIM
306
Redpoint Investment Management
Australia
$217K
SL
307
Stevard LLC
Illinois
$217K
EOJOAM
308
E. Ohman J:or Asset Management
Sweden
$216K +$216K +1,700 New
PA
309
Parallel Advisors
California
$214K +$762 +6 +0.4%
ECM
310
ETrade Capital Management
Virginia
$214K +$213K +1,679 New
MBT
311
Montecito Bank & Trust
California
$213K
MF
312
Magnetar Financial
Illinois
$211K +$211K +1,658 New
BRWA
313
B. Riley Wealth Advisors
Florida
$209K +$208K +1,637 New
HFAS
314
Hummer Financial Advisory Services
Illinois
$204K
PPW
315
Parcion Private Wealth
Washington
$203K
PFA
316
Paradigm Financial Advisors
Missouri
$202K -$38.7K -305 -16%
ASN
317
Advisory Services Network
Georgia
$201K -$8.13K -64 -4%
Canada Pension Plan Investment Board
318
Canada Pension Plan Investment Board
Ontario, Canada
$197K +$197K +1,549 New
FPA
319
First Pacific Advisors
California
$166K +$165K +1,300 New
NIPH
320
NN Investment Partners Holdings
Netherlands
$154K +$154K +1,212 New
T
321
TOBAM
France
$148K +$113K +887 +318%
Bank of Montreal
322
Bank of Montreal
Ontario, Canada
$132K -$107K -840 -47%
FHC
323
First Horizon Corporation
Tennessee
$131K +$131K +1,033 New
SFS
324
Sowell Financial Services
Arkansas
$128K -$70.1K -552 -35%
WAM
325
Wolverine Asset Management
Illinois
$124K +$86.1K +678 +228%

AVLR Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q3 2020, worth a combined $9.62B — up 0.01% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AVLR positions and 43 closed out — a net gain of 42 holders — while 155 added to existing stakes and 104 trimmed.

The largest buyer was Putnam Investments, opening a new position worth an estimated $115M. The largest seller was Janus Henderson Group, cutting an estimated $160M.

  • 381 institutional investors held Avalara, Inc. (AVLR) as of Q3 2020, up from 340 in Q2 2020.
  • Funds reported $9.62B of Avalara, Inc. stock for Q3 2020, up 0.01% quarter-over-quarter.
  • 85 funds opened new Avalara, Inc. positions in Q3 2020 and 43 closed out, a net change of +42 holders.
  • The largest Avalara, Inc. buyer in Q3 2020 was Putnam Investments, an estimated $115M added.
  • The largest Avalara, Inc. seller in Q3 2020 was Janus Henderson Group, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2020.