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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
LS
326
Livforsakringsbolaget Skandia
Sweden
$102K
PFBT
327
Parkside Financial Bank & Trust
Missouri
$86K +$85.9K +676 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
328
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$65K -$443K -3,488 -87%
SOADOR
329
State of Alaska Department of Revenue
Alaska
$63K +$63.6K +501 New
EDRH
330
Edmond de Rothschild Holding
Switzerland
$61K +$60.6K +477 New
EP
331
Eudaimonia Partners
Tennessee
$51K
CIA
332
CSat Investment Advisory
Michigan
$50K +$5.97K +47 +14%
BFEC
333
Benjamin F. Edwards & Company
Missouri
$48K +$48K +378 New
SAM
334
Shell Asset Management
Netherlands
$46K
PW
335
Price Wealth
Texas
$45K
EWA
336
Evolution Wealth Advisors
Florida
$45K +$44.6K +351 New
C
337
Cerebellum
California
$37K +$36.7K +289 New
APA
338
American Portfolios Advisors
New York
$28.4K +$7.87K +62 +39%
Rockefeller Capital Management
339
Rockefeller Capital Management
New York
$26K -$5.21K -41 -16%
AIL
340
AGF Investments LLC
Ontario, Canada
$23K -$4.57K -36 -17%
AIM
341
AIA Investment Management
Singapore
$23K
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$22K -$80.4K -633 -79%
Fidelity International
343
Fidelity International
Bermuda
$22K -$3.17K -25 -13%
FCH
344
Freestone Capital Holdings
Washington
$18.8K +$18.8K +148 New
FHA
345
First Horizon Advisors
Tennessee
$18K -$12.1K -95 -40%
ETC
346
Exchange Traded Concepts
Oklahoma
$18K +$15.6K +123 +724%
SIAS
347
Shine Investment Advisory Services
Colorado
$17K +$4.7K +37 +38%
FFA
348
Founders Financial Alliance
North Carolina
$17K +$17.7K +139 New
S
349
SignatureFD
Georgia
$12K +$1.27K +10 +11%
TWA
350
TCI Wealth Advisors
Arizona
$12K +$6.1K +48 +98%

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.