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AVLR

Avalara, Inc.

Delisted

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

409 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, 134 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $33.5M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

25% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 134

3% less funds holding

Funds holding: 423409 (-14)

13% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 76

24% less capital invested

Capital invested by funds: $10.4B → $7.9B (-$2.45B)

Holders
409
Holders Change
-14
Holders Change %
-3.31%
% of All Funds
6.45%
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
134
Closed
76
Calls
$45.1M
Puts
$33.5M
Net Calls
+$11.6M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
376
Concord Wealth Partners
Virginia
$5K
EARNEST Partners
377
EARNEST Partners
Georgia
$5K
PCG
378
Private Capital Group
Connecticut
$5K +$5.37K +53 New
IAS
379
IMA Advisory Services
Colorado
$4K
National Pension Service
380
National Pension Service
South Korea
$4K
TFP
381
Tilia Fiduciary Partners
North Carolina
$4K
WT
382
Whittier Trust
California
$4K +$4.26K +42 New
RIM
383
Rockbridge Investment Management
New York
$3.76K
EFS
384
Econ Financial Services
Pennsylvania
$3K
HFS
385
Hantz Financial Services
Michigan
$3K
LFG
386
Larson Financial Group
Missouri
$3K
DI
387
Disciplined Investments
Oklahoma
$3K +$405 +4 +18%
VCM
388
Versant Capital Management
Arizona
$2K -$608 -6 -27%
BAM
389
Bellevue Asset Management
Washington
$2K -$203 -2 -11%
SC
390
Sierra Capital
Florida
$2K +$608 +6 +35%
JWA
391
JFS Wealth Advisors
Pennsylvania
$2K +$1.42K +14 +156%
BFEC
392
Benjamin F. Edwards & Company
Missouri
$2K +$1.72K +17 New
AFG
393
Albion Financial Group
Utah
$2K +$1.82K +18 New
PFS
394
Prospera Financial Services
Texas
$2K +$1.82K +18 New
EI
395
Ellevest Inc
New York
$2K +$2.03K +20 New
ZB
396
Zions Bancorporation
Utah
$2K +$2.23K +22 New
AA
397
Addison Advisors
Vermont
$1K
SWM
398
Selective Wealth Management
Virginia
$1K
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$1K +$608 +6 New
CI
400
Cordant Inc
Oregon
$1K +$811 +8 New

AVLR Hedge Fund Activity: Q1 2022 in Review

409 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q1 2022, worth a combined $7.9B — down 24% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of AVLR and 66 opened new positions — a net loss of 10 holders — while 134 trimmed existing stakes and 168 added.

The largest buyer was Meritage Group, opening a new position worth an estimated $186M. The largest seller was T. Rowe Price Associates, cutting an estimated $255M.

  • 409 institutional investors held Avalara, Inc. (AVLR) as of Q1 2022, down from 423 in Q4 2021.
  • Funds reported $7.9B of Avalara, Inc. stock for Q1 2022, down 24% quarter-over-quarter.
  • 66 funds opened new Avalara, Inc. positions in Q1 2022 and 76 closed out, a net change of -10 holders.
  • The largest Avalara, Inc. buyer in Q1 2022 was Meritage Group, an estimated $186M added.
  • The largest Avalara, Inc. seller in Q1 2022 was T. Rowe Price Associates, an estimated $255M sold.

Based on aggregated 13F filings for Q1 2022.