AVLR

Avalara, Inc.
AVLR

Overview Fund Activity
Delisted

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

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407 hedge funds and large institutions have $7.9B invested in Avalara, Inc. in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 168 increasing their positions, 133 reducing their positions, and 76 closing their positions.

Holders
407
Holders Change
-14
Holders Change %
-3.33%
% of All Funds
6.44%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
66
Increased
168
Reduced
133
Closed
76
Calls
$45.1M
Puts
$33.5M
Net Calls
+$11.6M
Net Calls Change
+$12.8M

Top Buyers

1
MG
1
Meritage Group
California
$183M
2
ESCM
2
Echo Street Capital Management
New York
$199M
3
RP
3
Riverbridge Partners
Minnesota
$149M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$412M
5
Bank of America
5
Bank of America
North Carolina
$199M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$58M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$184M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$118M
4
FAM
4
Fred Alger Management
New York
$118M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$613M
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
376
Concord Wealth Partners
Virginia
$5K 54 – –
PCG
377
Private Capital Group
Connecticut
$5K 53 +53 New
TFP
378
Tilia Fiduciary Partners
North Carolina
$4K 40 – –
IAS
379
IMA Advisory Services
Colorado
$4K 39 – –
National Pension Service
380
National Pension Service
South Korea
$4K 36 – –
WT
381
Whittier Trust
California
$4K 42 +42 New
RIM
382
Rockbridge Investment Management
New York
$3.76K 37 – –
HFS
383
Hantz Financial Services
Michigan
$3K 35 – –
LFG
384
Larson Financial Group
Missouri
$3K 30 – –
EFS
385
Econ Financial Services
Pennsylvania
$3K 29 – –
DI
386
Disciplined Investments
Oklahoma
$3K 26 +4 +18%
VCM
387
Versant Capital Management
Arizona
$2K 16 -6 -27%
BAM
388
Bellevue Asset Management
Washington
$2K 17 -2 -11%
SC
389
Sierra Capital
Florida
$2K 23 +6 +35%
JWA
390
JFS Wealth Advisors
Pennsylvania
$2K 23 +14 +156%
BFEC
391
Benjamin F. Edwards & Company
Missouri
$2K 17 +17 New
AFG
392
Albion Financial Group
Utah
$2K 18 +18 New
PFS
393
Prospera Financial Services
Texas
$2K 18 +18 New
EI
394
Ellevest Inc
New York
$2K 20 +20 New
ZB
395
Zions Bancorporation
Utah
$2K 22 +22 New
SWM
396
Selective Wealth Management
Virginia
$1K 13 – –
AA
397
Addison Advisors
Vermont
$1K 7 – –
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$1K 6 +6 New
CI
399
Cordant Inc
Oregon
$1K 8 +8 New
MCC
400
Money Concepts Capital
Florida
$1K 8 +8 New
14 15
16
17 18