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AVLR

Avalara, Inc.

Delisted

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

402 hedge funds and large institutions have $12.5B invested in Avalara, Inc. in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 182 increasing their positions, 115 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $96.4M | Put options by funds: $44M

58% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 115

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more capital invested

Capital invested by funds: $10.1B → $12.5B (+$2.4B)

0% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 60

0% less funds holding

Funds holding: 403402 (-1)

Holders
402
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
7%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
60
Increased
182
Reduced
115
Closed
60
Calls
$96.4M
Puts
$44M
Net Calls
+$52.4M
Net Calls Change
+$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
301
Lazard Asset Management
New York
$323K +$279K +2,000 New
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$320K +$19.8K +142 +8%
ZCA
303
Zeke Capital Advisors
Pennsylvania
$320K +$275K +1,975 New
HSA
304
HBK Sorce Advisory
Pennsylvania
$318K +$697 +5 +0.3%
PFA
305
Paradigm Financial Advisors
Missouri
$309K -$37.6K -270 -12%
PA
306
PFG Advisors
Arizona
$298K -$720K -5,169 -74%
CIAS
307
Capital Investment Advisory Services
North Carolina
$297K -$13.9K -100 -5%
Cerity Partners
308
Cerity Partners
New York
$292K +$251K +1,802 New
Aberdeen Group
309
Aberdeen Group
United Kingdom
$291K -$180K -1,288 -42%
PA
310
Parallel Advisors
California
$289K +$10.9K +78 +5%
MAM
311
Montanaro Asset Management
United Kingdom
$283K +$244K +1,750 New
BRWA
312
B. Riley Wealth Advisors
Florida
$278K -$216K -1,548 -47%
RI
313
Redwood Investments
Massachusetts
$277K -$48.9K -351 -17%
SFP
314
Sandbox Financial Partners
Maryland
$273K +$15.8K +113 +7%
JCM
315
Jag Capital Management
Missouri
$272K +$234K +1,678 New
MBT
316
Montecito Bank & Trust
California
$271K
SRAM
317
Spouting Rock Asset Management
Pennsylvania
$266K +$16.2K +116 +8%
MYAM
318
Meiji Yasuda Asset Management
Japan
$265K +$228K +1,635 New
Manulife (Manufacturers Life Insurance)
319
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$261K -$2.81M -20,141 -93%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
320
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$259K
HFAS
321
Hummer Financial Advisory Services
Illinois
$259K
WS
322
Wedbush Securities
California
$258K +$222K +1,592 New
CAAS
323
Capital Asset Advisory Services
Michigan
$258K +$222K +1,596 New
Canada Pension Plan Investment Board
324
Canada Pension Plan Investment Board
Ontario, Canada
$255K -$575K -4,123 -72%
OC
325
Oppenheimer & Co
New York
$254K +$219K +1,572 New

AVLR Hedge Fund Activity: Q2 2021 in Review

402 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q2 2021, worth a combined $12.5B — up 24% from $10.1B a quarter earlier.

Fund positioning in AVLR was balanced in Q2 2021: 60 funds opened new positions, 60 closed out, 182 added to existing stakes and 115 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $281M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $66.6M sold.

  • 402 institutional investors held Avalara, Inc. (AVLR) as of Q2 2021, down from 403 in Q1 2021.
  • Funds reported $12.5B of Avalara, Inc. stock for Q2 2021, up 24% quarter-over-quarter.
  • 60 funds opened new Avalara, Inc. positions in Q2 2021 and 60 closed out, a net change of 0 holders.
  • The largest Avalara, Inc. buyer in Q2 2021 was Wellington Management Group, an estimated $281M added.
  • The largest Avalara, Inc. seller in Q2 2021 was Renaissance Technologies, an estimated $66.6M sold.

Based on aggregated 13F filings for Q2 2021.