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AVLR

Avalara, Inc.

Delisted

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

391 hedge funds and large institutions have $13.9B invested in Avalara, Inc. in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 133 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 133

15% more call options, than puts

Call options by funds: $67.8M | Put options by funds: $59.1M

11% more capital invested

Capital invested by funds: $12.5B → $13.9B (+$1.33B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% less funds holding

Funds holding: 402391 (-11)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

Holders
391
Holders Change
-11
Holders Change %
-2.74%
% of All Funds
6.85%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
34
Increased
160
Reduced
133
Closed
41
Calls
$67.8M
Puts
$59.1M
Net Calls
+$8.61M
Net Calls Change
-$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
351
Liberty Wealth Management
California
$30K +$25.3K +147 +408%
CFA
352
Carroll Financial Associates
North Carolina
$24K
GPA
353
Guidance Point Advisors
Massachusetts
$24K +$24.2K +141 New
JWM
354
Janiczek Wealth Management
Colorado
$23K +$4.82K +28 +27%
AssetMark Inc
355
AssetMark Inc
California
$23K +$22.4K +130 New
FCA
356
FinTrust Capital Advisors
South Carolina
$19K -$516 -3 -3%
TFO
357
Tarbox Family Office
California
$17K
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$17K +$15.5K +90 +900%
TWA
359
TCI Wealth Advisors
Arizona
$16K
Bessemer Group
360
Bessemer Group
New Jersey
$14K
NFSG
361
Newbridge Financial Services Group
Florida
$12K
MAM
362
Meeder Asset Management
Ohio
$11K
AF
363
Allworth Financial
California
$11K +$10.7K +62 New
CWP
364
Concord Wealth Partners
Virginia
$9K
ST
365
Smithfield Trust
Pennsylvania
$9K
EARNEST Partners
366
EARNEST Partners
Georgia
$8K
IAS
367
IMA Advisory Services
Colorado
$7K
MS
368
Mizuho Securities
Japan
$7K
PMFA
369
Plante Moran Financial Advisors
Michigan
$7K +$7.22K +42 New
National Pension Service
370
National Pension Service
South Korea
$6K -$2.61M -15,180 -100%
HFS
371
Hantz Financial Services
Michigan
$6K
RIM
372
Rockbridge Investment Management
New York
$6K
BA
373
Bellwether Advisors
Nebraska
$5K -$4.99K -29 -50%
LC
374
Lindbrook Capital
California
$5K +$3.1K +18 +180%
PFGIA
375
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5.16K +30 New

AVLR Hedge Fund Activity: Q3 2021 in Review

391 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q3 2021, worth a combined $13.9B — up 11% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AVLR and 34 opened new positions — a net loss of 7 holders — while 133 trimmed existing stakes and 160 added.

The largest buyer was VOYA Investment Management, adding an estimated $85.1M. The largest seller was JP Morgan Chase, cutting an estimated $84.1M.

  • 391 institutional investors held Avalara, Inc. (AVLR) as of Q3 2021, down from 402 in Q2 2021.
  • Funds reported $13.9B of Avalara, Inc. stock for Q3 2021, up 11% quarter-over-quarter.
  • 34 funds opened new Avalara, Inc. positions in Q3 2021 and 41 closed out, a net change of -7 holders.
  • The largest Avalara, Inc. buyer in Q3 2021 was VOYA Investment Management, an estimated $85.1M added.
  • The largest Avalara, Inc. seller in Q3 2021 was JP Morgan Chase, an estimated $84.1M sold.

Based on aggregated 13F filings for Q3 2021.