We are live on ! Find out more
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
PA
351
Perennial Advisors
New York
$107K
SOADOR
352
State of Alaska Department of Revenue
Alaska
$87K -$903K -6,479 -92%
FF
353
FourThought Financial
Florida
$77K -$836 -6 -1%
PCH
354
Polar Capital Holdings
United Kingdom
$76.9K +$25.4M +182,358 +62%
ED
355
Exane Derivatives
France
$67K +$57.1K +410 +2,412%
CFO
356
CVA Family Office
Colorado
$65K +$54.9K +394 +3,940%
APA
357
American Portfolios Advisors
New York
$53.1K -$697 -5 -2%
QCG
358
Quadrant Capital Group
Ohio
$51K +$12.3K +88 +39%
MCM
359
Manchester Capital Management
Vermont
$49K
CFB
360
Cullen/Frost Bankers
Texas
$41K +$35.7K +256 New
SOW
361
State of Wyoming
Wyoming
$37K +$31.6K +227 New
SAM
362
Shell Asset Management
Netherlands
$36K -$34.6K -248 -53%
IA
363
IFP Advisors
Florida
$36K +$22K +158 +243%
BCA
364
Berman Capital Advisors
Georgia
$31K +$25.9K +186 +1,329%
KFP
365
KB Financial Partners
New Jersey
$26K -$2.65K -19 -11%
CFA
366
Carroll Financial Associates
North Carolina
$22K +$6.97K +50 +54%
FCA
367
FinTrust Capital Advisors
South Carolina
$18K +$558 +4 +4%
JWM
368
Janiczek Wealth Management
Colorado
$17K -$3.9K -28 -21%
TFO
369
Tarbox Family Office
California
$16K +$13.9K +100 New
TWA
370
TCI Wealth Advisors
Arizona
$15K -$13.1K -94 -51%
SB
371
Strategic Blueprint
Georgia
$12K +$10.3K +74 New
Bessemer Group
372
Bessemer Group
New Jersey
$12K +$11.2K +80 New
NFSG
373
Newbridge Financial Services Group
Florida
$11K
MAM
374
Meeder Asset Management
Ohio
$10K -$279 -2 -3%
CWP
375
Concord Wealth Partners
Virginia
$9K +$6.55K +47 +671%

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.