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AVLR

Avalara, Inc.

Delisted

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

381 hedge funds and large institutions have $9.62B invested in Avalara, Inc. in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 155 increasing their positions, 104 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $97.5M | Put options by funds: $46.4M

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

49% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 104

12% more funds holding

Funds holding: 340381 (+41)

0% more capital invested

Capital invested by funds: $9.62B → $9.62B (+$1.38M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
381
Holders Change
+41
Holders Change %
+12.06%
% of All Funds
7.69%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
85
Increased
155
Reduced
104
Closed
43
Calls
$97.5M
Puts
$46.4M
Net Calls
+$51M
Net Calls Change
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
401
Jaffetilchin Investment Partners
Florida
-$474K -3,564 Closed
PSUF
402
People's United Financial
Connecticut
-$313K -2,355 Closed
SMFS
403
Squar Milner Financial Services
California
-$300K -2,257 Closed
KJHP
404
K.J. Harrison & Partners
Ontario, Canada
-$266K -2,000 Closed
RHBC
405
R.H. Bluestein & Co
Michigan
-$266K -2,000 Closed
Mackenzie Financial
406
Mackenzie Financial
Ontario, Canada
-$256K -1,927 Closed
PCM
407
Prelude Capital Management
New York
-$252K -1,890 Closed
QCM
408
Quantinno Capital Management
New York
-$236K -1,775 Closed
SF
409
Synovus Financial
Georgia
-$207K -1,552 Closed
OCAM
410
Onex Canada Asset Management
Ontario, Canada
-$200K -1,500 Closed
RWB
411
RMR Wealth Builders
New Jersey
-$124K -929 Closed
TFA
412
Toth Financial Advisory
Virginia
-$103K -775 Closed
PA
413
Perennial Advisors
New York
-$88K -660 Closed
CAN
414
Cetera Advisor Networks
California
-$40K -300 Closed
HFM
415
Harvest Fund Management
China
-$41K -299 Closed
VFA
416
Valeo Financial Advisors
Indiana
-$17K -125 Closed
EWM
417
Edge Wealth Management
New York
-$13K -100 Closed
EWP
418
Engrave Wealth Partners
Texas
-$12K -95 Closed
OPS
419
Orion Portfolio Solutions
Nebraska
-$6K -48 Closed
CCA
420
Column Capital Advisors
Indiana
-$5K -39 Closed
First Manhattan
421
First Manhattan
New York
-$1K -15 Closed
MIFH
422
Migdal Insurance & Financial Holdings
Israel
-$1K -8 Closed
MC
423
Maplelane Capital
New York
+$127 +1 New

AVLR Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q3 2020, worth a combined $9.62B — up 0.01% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AVLR positions and 43 closed out — a net gain of 42 holders — while 155 added to existing stakes and 104 trimmed.

The largest buyer was Putnam Investments, opening a new position worth an estimated $115M. The largest seller was Janus Henderson Group, cutting an estimated $160M.

  • 381 institutional investors held Avalara, Inc. (AVLR) as of Q3 2020, up from 340 in Q2 2020.
  • Funds reported $9.62B of Avalara, Inc. stock for Q3 2020, up 0.01% quarter-over-quarter.
  • 85 funds opened new Avalara, Inc. positions in Q3 2020 and 43 closed out, a net change of +42 holders.
  • The largest Avalara, Inc. buyer in Q3 2020 was Putnam Investments, an estimated $115M added.
  • The largest Avalara, Inc. seller in Q3 2020 was Janus Henderson Group, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2020.