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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
VAIA
351
Virtus Alternative Investment Advisers
Connecticut
$11K -$6.86K -54 -38%
CFA
352
Carroll Financial Associates
North Carolina
$11K +$11.8K +93 New
MAM
353
Meeder Asset Management
Ohio
$8K +$1.78K +14 +29%
Millennium Management
354
Millennium Management
New York
$7.35K -$1.22M -9,573 -14%
AS
355
Altshuler Shaham
Israel
$7K -$38.4K -302 -85%
SPIA
356
Steward Partners Investment Advisory
New York
$7K +$1.52K +12 +29%
ST
357
Smithfield Trust
Pennsylvania
$6K
EARNEST Partners
358
EARNEST Partners
Georgia
$6K +$5.84K +46 New
FHA
359
Flagship Harbor Advisors
Massachusetts
$5K
EI
360
Ellevest Inc
New York
$5K +$4.7K +37 New
IAS
361
IMA Advisory Services
Colorado
$5K +$4.95K +39 New
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$5K +$5.08K +40 New
QCG
363
Quadrant Capital Group
Ohio
$4K +$635 +5 +19%
BAM
364
Bellevue Asset Management
Washington
$3K -$1.27K -10 -29%
GAM
365
Gemmer Asset Management
California
$3K
GT
366
Glenmede Trust
Pennsylvania
$3K +$1.02K +8 +38%
IA
367
IFP Advisors
Florida
$3K +$1.91K +15 +167%
BHWM
368
Bay Harbor Wealth Management
Maryland
$3K +$2.54K +20 New
JWM
369
Janiczek Wealth Management
Colorado
$3K +$2.54K +20 New
LWM
370
Liberty Wealth Management
California
$3K +$2.54K +20 New
LC
371
Lindbrook Capital
California
$3K +$3.17K +25 New
ABC
372
Associated Banc-Corp
Wisconsin
$2K
VCM
373
Versant Capital Management
Arizona
$2K
PFWA
374
Paces Ferry Wealth Advisors
Georgia
$2K +$1.65K +13 New
AW
375
Alpha Windward
Massachusetts
$1K -$12.1K -95 -95%

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.