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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
PCA
326
Pallas Capital Advisors
Massachusetts
$252K +$209K +1,500 New
WP
327
WealthShield Partners
North Carolina
$245K +$178K +1,274 +319%
VVP
328
Venture Visionary Partners
Ohio
$242K
HAG
329
HighPoint Advisor Group
Illinois
$239K -$45.7K -328 -18%
HWMA
330
Heritage Wealth Management (Arizona)
Arizona
$233K +$201K +1,441 New
VI
331
Vestcor Inc
New Brunswick, Canada
$232K +$200K +1,434 New
JSC
332
Jackson Square Capital
California
$231K -$15.8K -113 -7%
IB
333
Intrust Bank
Kansas
$231K +$199K +1,429 New
Bank of Montreal
334
Bank of Montreal
Ontario, Canada
$229K -$25.1K -180 -11%
LS
335
Livforsakringsbolaget Skandia
Sweden
$227K +$83.6K +600 +75%
PCS
336
Personal CFO Solutions
New Jersey
$225K +$194K +1,389 New
WAM
337
World Asset Management
Michigan
$217K -$11K -79 -6%
RJT
338
Raymond James Trust
Florida
$206K +$177K +1,272 New
Susquehanna International Group
339
Susquehanna International Group
Pennsylvania
$202K -$3.72M -26,708 -96%
FPA
340
First Pacific Advisors
California
$197K -$28.6K -205 -14%
EDRH
341
Edmond de Rothschild Holding
Switzerland
$190K +$31.1K +223 +23%
HIIFS
342
Harel Insurance Investments & Financial Services
Israel
$188K -$421K -3,020 -72%
Schroder Investment Management Group
343
Schroder Investment Management Group
United Kingdom
$180K +$155K +1,113 New
PFBT
344
Parkside Financial Bank & Trust
Missouri
$175K +$52.7K +378 +54%
FHC
345
First Horizon Corporation
Tennessee
$172K
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$163K +$25.4K +182 +22%
SO
347
STRS Ohio
Ohio
$147K -$1.29M -9,220 -91%
FHA
348
First Horizon Advisors
Tennessee
$145K +$19.7K +141 +19%
EWA
349
Evolution Wealth Advisors
Florida
$144K -$36.4K -261 -23%
FDCDDQ
350
Federation des caisses Desjardins du Quebec
Quebec, Canada
$117K

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.