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AVLR

Avalara, Inc.

Delisted

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

393 hedge funds and large institutions have $5.69B invested in Avalara, Inc. in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 169 increasing their positions, 137 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $75.4M | Put options by funds: $51.8M

23% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 137

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% less funds holding

Funds holding: 409393 (-16)

19% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 59

28% less capital invested

Capital invested by funds: $7.9B → $5.69B (-$2.21B)

Holders
393
Holders Change
-16
Holders Change %
-3.91%
% of All Funds
6.62%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
48
Increased
169
Reduced
137
Closed
59
Calls
$75.4M
Puts
$51.8M
Net Calls
+$23.7M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
351
Harel Insurance Investments & Financial Services
Israel
$25K -$13.1K -159 -31%
APA
352
American Portfolios Advisors
New York
$20.6K -$3.78K -46 -14%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$17K +$11K +134 +134%
AIM
354
Achmea Investment Management
Netherlands
$14K
BCWM
355
Bartlett & Co Wealth Management
Ohio
$12.4K +$14.4K +175 New
FCA
356
FinTrust Capital Advisors
South Carolina
$12K +$2.22K +27 +26%
BC
357
Bartlett & Co
Ohio
$12K +$14.4K +175 New
LC
358
Lindbrook Capital
California
$9K -$247 -3 -2%
Bank of Montreal
359
Bank of Montreal
Ontario, Canada
$8.45K -$2.11M -25,623 -20%
QC
360
Quent Capital
New York
$8K -$3.62K -44 -28%
IA
361
IFP Advisors
Florida
$8K
C
362
Covestor
United Kingdom
$7K -$247 -3 -3%
TWA
363
TCI Wealth Advisors
Arizona
$7K
PCG
364
Private Capital Group
Connecticut
$6K +$2.63K +32 +60%
MAM
365
Meeder Asset Management
Ohio
$5K -$1.4K -17 -20%
MS
366
Mizuho Securities
Japan
$5K -$1.4K -17 -30%
NFSG
367
Newbridge Financial Services Group
Florida
$5K
EC
368
Elequin Capital
New York
$5K +$82 +1 +1%
BIA
369
Bell Investment Advisors
California
$5K +$5.59K +68 New
PFGIA
370
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$1.31K -16 -23%
CWP
371
Concord Wealth Partners
Virginia
$4K
HI
372
Harbour Investments
Wisconsin
$4K +$4.11K +50 New
EARNEST Partners
373
EARNEST Partners
Georgia
$3K
TFP
374
Tilia Fiduciary Partners
North Carolina
$3K
WT
375
Whittier Trust
California
$3K

AVLR Hedge Fund Activity: Q2 2022 in Review

393 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q2 2022, worth a combined $5.69B — down 28% from $7.9B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of AVLR and 48 opened new positions — a net loss of 11 holders — while 137 trimmed existing stakes and 169 added.

The largest buyer was Rivulet Capital, opening a new position worth an estimated $98.7M. The largest seller was Bank of America, cutting an estimated $129M.

  • 393 institutional investors held Avalara, Inc. (AVLR) as of Q2 2022, down from 409 in Q1 2022.
  • Funds reported $5.69B of Avalara, Inc. stock for Q2 2022, down 28% quarter-over-quarter.
  • 48 funds opened new Avalara, Inc. positions in Q2 2022 and 59 closed out, a net change of -11 holders.
  • The largest Avalara, Inc. buyer in Q2 2022 was Rivulet Capital, an estimated $98.7M added.
  • The largest Avalara, Inc. seller in Q2 2022 was Bank of America, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2022.