AVLR

Avalara, Inc.
AVLR

Overview Fund Activity
Delisted

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

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400 hedge funds and large institutions have $10.1B invested in Avalara, Inc. in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 166 increasing their positions, 136 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-36
Holders Change %
-8.26%
% of All Funds
7.04%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
53
Increased
166
Reduced
136
Closed
83
Calls
$58.6M
Puts
$42.6M
Net Calls
+$16.1M
Net Calls Change
-$17.8M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$412M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$199M
3
BlackRock
3
BlackRock
New York
$974M
4
Bank of America
4
Bank of America
North Carolina
$102M
5
Franklin Resources
5
Franklin Resources
California
$430M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$766M
2
PI
2
Putnam Investments
Massachusetts
$35.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$245M
4
JCAM
4
Jericho Capital Asset Management
New York
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
376
Newbridge Financial Services Group
Florida
$9K +$9K +70 New
ST
377
Smithfield Trust
Pennsylvania
$7K – – –
MS
378
Mizuho Securities
Japan
$7K +$3.06K +24 +77%
EARNEST Partners
379
EARNEST Partners
Georgia
$6K – – –
IAS
380
IMA Advisory Services
Colorado
$5K – – –
HFS
381
Hantz Financial Services
Michigan
$5K – – –
LC
382
Lindbrook Capital
California
$3K -$1.39K -12 -32%
BAM
383
Bellevue Asset Management
Washington
$3K -$130 -1 -4%
VCM
384
Versant Capital Management
Arizona
$3K – – –
GAM
385
Gemmer Asset Management
California
$3K – – –
HPC
386
HM Payson & Co
Maine
$3K – – –
ZB
387
Zions Bancorporation
Utah
$3K +$3K +20 New
DI
388
Disciplined Investments
Oklahoma
$3K +$3K +22 New
ED
389
Exane Derivatives
France
$2.27K +$800 +6 +55%
EFSCE
390
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$533 -4 -21%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$2K -$500 -3 -20%
LWM
392
Liberty Wealth Management
California
$2K – – –
BCA
393
Berman Capital Advisors
Georgia
$1K +$429 +6 +75%
CWP
394
Concord Wealth Partners
Virginia
$1K +$1K +7 New
BWM
395
Baystate Wealth Management
Massachusetts
$1K +$1K +8 New
CFO
396
CVA Family Office
Colorado
$1K +$1K +10 New
AIG
397
American International Group
New York
$247 -$30 -221 -11%
JCAM
398
Jericho Capital Asset Management
New York
– -$38.4M -233,000 Closed
ACM
399
Anomaly Capital Management
New York
– -$25.5M -154,910 Closed
PM
400
Pembroke Management
Quebec, Canada
– -$19.1M -115,929 Closed
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