AVLR

Avalara, Inc.

Delisted

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

436 hedge funds and large institutions have $12.3B invested in Avalara, Inc. in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 163 increasing their positions, 124 reducing their positions, and 44 closing their positions.

Holders
436
Holders Change
+58
Holders Change %
+15.34%
% of All Funds
7.74%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.2%
New
109
Increased
163
Reduced
124
Closed
44
Calls
$93.9M
Puts
$60M
Net Calls
+$33.9M
Net Calls Change
-$17.2M
Name Market Value Shares Shares
Change
Shares
Change %
PWM
401
Perigon Wealth Management
California
$20K 120 +120 New
CTFG
402
Capstone Triton Financial Group
Oklahoma
$20K 122 +122 New
FCA
403
FinTrust Capital Advisors
South Carolina
$17K 105
S
404
SignatureFD
Georgia
$16K 96 -2 -2%
TWA
405
TCI Wealth Advisors
Arizona
$16K 97
CFA
406
Carroll Financial Associates
North Carolina
$15K 92 -1 -1%
NFG
407
Next Financial Group
Texas
$13K 83 +77 +1,283%
TIAM2
408
Tru Independence Asset Management 2
Oregon
$13K 78 +78 New
MAM
409
Meeder Asset Management
Ohio
$11K 65 +3 +5%
SPIA
410
Steward Partners Investment Advisory
New York
$10K 58 +4 +7%
EARNEST Partners
411
EARNEST Partners
Georgia
$8K 46
ST
412
Smithfield Trust
Pennsylvania
$8K 50
VAIA
413
Virtus Alternative Investment Advisers
Connecticut
$7K 45 -44 -49%
IAS
414
IMA Advisory Services
Colorado
$6K 39
LC
415
Lindbrook Capital
California
$6K 38 +13 +52%
IA
416
IFP Advisors
Florida
$6K 37 +13 +54%
HFS
417
Hantz Financial Services
Michigan
$6K 35 +35 New
MS
418
Mizuho Securities
Japan
$5K 31 +31 New
GAM
419
Gemmer Asset Management
California
$4K 25
BAM
420
Bellevue Asset Management
Washington
$4K 24
RPWA
421
Regent Peak Wealth Advisors
Georgia
$4K 25 +25 New
ABC
422
Associated Banc-Corp
Wisconsin
$3K 17
VCM
423
Versant Capital Management
Arizona
$3K 22
HPC
424
HM Payson & Co
Maine
$3K 20 +10 +100%
EFSCE
425
Enterprise Financial Services Corp (EFSC)
Missouri
$3K 19 +19 New