Avalara, Inc.
AVLR
AVLR was delisted on the 18th of October, 2022.
340 hedge funds and large institutions have $9.62B invested in Avalara, Inc. in 2020 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 100 increasing their positions, 94 reducing their positions, and 45 closing their positions.
184% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 45
170% more call options, than puts
Call options by funds: $138M | Put options by funds: $51.1M
91% more capital invested
Capital invested by funds: $5.05B → $9.62B (+$4.57B)
31% more funds holding
Funds holding: 259 → 340 (+81)
6% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 94
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$307M |
| 2 |
BlackRock
New York
|
+$185M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$100M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$95.9M |
| 5 |
State Street
Boston,
Massachusetts
|
+$86.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$105M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$72.1M |
| 3 |
Morgan Stanley
New York
|
-$63.8M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$59.9M |
| 5 |
D.E. Shaw & Co
New York
|
-$57.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
376
Paloma Partners
Greenwich,
Connecticut
| – | -$253K | -3,398 | Closed |
|
377
Walleye Trading
New York
| – | -$305K | -3,101 | Closed |
|
|
MIH
378
Meitav Investment House
Bene-Beraq,
Israel
| – | -$225K | -3,020 | Closed |
|
379
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| – | -$206K | -2,768 | Closed |
|
|
CGL
380
Clarius Group LLC
Seattle,
Washington
| – | -$200K | -2,678 | Closed |
|
|
EWA
381
Evolution Wealth Advisors
Aventura,
Florida
| – | -$104K | -1,391 | Closed |
|
|
NIT
382
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$96K | -1,289 | Closed |
|
|
NFG
383
Next Financial Group
Houston,
Texas
| – | -$6K | -75 | Closed |
|
|
EFSCE
384
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$1K | -7 | Closed |
|
|
BCA
385
Berman Capital Advisors
Atlanta,
Georgia
| – | +$491 | +5 | New |
|
AVLR Hedge Fund Activity: Q2 2020 in Review
340 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q2 2020, worth a combined $9.62B — up 91% from $5.05B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new AVLR positions and 45 closed out — a net gain of 83 holders — while 100 added to existing stakes and 94 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $307M. The largest seller was Janus Henderson Group, cutting an estimated $105M.
- 340 institutional investors held Avalara, Inc. (AVLR) as of Q2 2020, up from 259 in Q1 2020.
- Funds reported $9.62B of Avalara, Inc. stock for Q2 2020, up 91% quarter-over-quarter.
- 128 funds opened new Avalara, Inc. positions in Q2 2020 and 45 closed out, a net change of +83 holders.
- The largest Avalara, Inc. buyer in Q2 2020 was T. Rowe Price Associates, an estimated $307M added.
- The largest Avalara, Inc. seller in Q2 2020 was Janus Henderson Group, an estimated $105M sold.
Based on aggregated 13F filings for Q2 2020.