We are live on ! Find out more
AVLR

Avalara, Inc.

Delisted

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

2 hedge funds and large institutions have $8K invested in Avalara, Inc. in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 376 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 3852 (-383)

100% less funds holding in top 10

Funds holding in top 10: 400 (-40)

100% less capital invested

Capital invested by funds: $8B → $8K (-$8B)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 376

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-383
Holders Change %
-99.48%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
Reduced
1
Closed
376
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
326
Private Trust Company
Ohio
-$92K -1,000 Closed
FHA
327
First Horizon Advisors
Tennessee
-$76K -834 Closed
LIM
328
Longfellow Investment Management
Massachusetts
-$72K -782 Closed
AAM
329
Advisors Asset Management
Colorado
-$70K -766 Closed
WWM
330
Wolff Wiese Magana
California
-$66K -716 Closed
QCG
331
Quadrant Capital Group
Ohio
-$55K -599 Closed
CFO
332
CVA Family Office
Colorado
-$42K -454 Closed
SWM
333
Spire Wealth Management
Virginia
-$39K -429 Closed
AWM
334
Activest Wealth Management
Florida
-$35K -380 Closed
National Bank of Canada
335
National Bank of Canada
Quebec, Canada
-$31K -340 Closed
HIIFS
336
Harel Insurance Investments & Financial Services
Israel
-$31K -334 Closed
PA
337
Parallel Advisors
California
-$21K -233 Closed
AIM
338
Achmea Investment Management
Netherlands
-$18K -189 Closed
RTC
339
Riverview Trust Company
Washington
-$16K -179 Closed
TWM
340
Tradition Wealth Management
Minnesota
-$16K -170 Closed
MA
341
MCF Advisors
Kentucky
-$15K -162 Closed
LC
342
Lindbrook Capital
California
-$13K -142 Closed
AFS
343
Annapolis Financial Services
Maryland
-$12K -135 Closed
QC
344
Quent Capital
New York
-$10K -112 Closed
LS
345
Livforsakringsbolaget Skandia
Sweden
-$9K -100 Closed
WAM
346
Weiss Asset Management
Massachusetts
-$9K -100 Closed
C
347
Covestor
United Kingdom
-$9K -93 Closed
SFFS
348
Stonehage Fleming Financial Services
Jersey
-$7K -80 Closed
HWMA
349
Heritage Wealth Management (Arizona)
Arizona
-$6K -70 Closed
NFSG
350
Newbridge Financial Services Group
Florida
-$6K -70 Closed

AVLR Hedge Fund Activity: Q4 2022 in Review

2 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q4 2022, worth a combined $8K — down 100% from $8B a quarter earlier.

Sellers outnumbered buyers: 376 funds closed out of AVLR and 0 opened new positions — a net loss of 376 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Vanguard Group, exiting entirely with an estimated $745M sold.

  • 2 institutional investors held Avalara, Inc. (AVLR) as of Q4 2022, down from 385 in Q3 2022.
  • Funds reported $8K of Avalara, Inc. stock for Q4 2022, down 100% quarter-over-quarter.
  • 0 funds opened new Avalara, Inc. positions in Q4 2022 and 376 closed out, a net change of -376 holders.
  • The largest Avalara, Inc. seller in Q4 2022 was Vanguard Group, an estimated $745M sold.

Based on aggregated 13F filings for Q4 2022.