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AVLR

Avalara, Inc.

Delisted

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

393 hedge funds and large institutions have $5.69B invested in Avalara, Inc. in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 169 increasing their positions, 137 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $75.4M | Put options by funds: $51.8M

23% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 137

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% less funds holding

Funds holding: 409393 (-16)

19% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 59

28% less capital invested

Capital invested by funds: $7.9B → $5.69B (-$2.21B)

Holders
393
Holders Change
-16
Holders Change %
-3.91%
% of All Funds
6.62%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
48
Increased
169
Reduced
137
Closed
59
Calls
$75.4M
Puts
$51.8M
Net Calls
+$23.7M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
426
Cambridge Investment Research Advisors
Iowa
-$204K -2,051 Closed
GIA
427
Gladstone Institutional Advisory
Florida
-$204K -2,051 Closed
CC
428
Commons Capital
Massachusetts
-$118K -1,187 Closed
T
429
TCWP
Ohio
-$62K -624 Closed
Koshinski Asset Management
430
Koshinski Asset Management
Illinois
-$35.1K -353 Closed
JG
431
Jefferies Group
New York
-$28.1K -282 Closed
FDCDDQ
432
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$20.5K -206 Closed
RTC
433
Riverview Trust Company
Washington
-$15K -154 Closed
GIA
434
GHP Investment Advisors
Colorado
-$8K -76 Closed
SCA
435
Sandy Cove Advisors
Massachusetts
-$6K -64 Closed
FAG
436
Fortitude Advisory Group
Washington
-$6K -60 Closed
IAS
437
IMA Advisory Services
Colorado
-$4K -39 Closed
RIM
438
Rockbridge Investment Management
New York
-$3.76K -37 Closed
LFG
439
Larson Financial Group
Missouri
-$3K -30 Closed
EFS
440
Econ Financial Services
Pennsylvania
-$3K -29 Closed
SC
441
Sierra Capital
Florida
-$2K -23 Closed
AFG
442
Albion Financial Group
Utah
-$2K -18 Closed
PFS
443
Prospera Financial Services
Texas
-$2K -18 Closed
BFEC
444
Benjamin F. Edwards & Company
Missouri
-$2K -17 Closed
JWA
445
JFS Wealth Advisors
Pennsylvania
-$1.31K -16 -70%
VCM
446
Versant Capital Management
Arizona
-$2K -16 Closed
SWM
447
Selective Wealth Management
Virginia
-$1K -13 Closed
GWS
448
Glassman Wealth Services
Virginia
-$740 -9 -60%
CI
449
Cordant Inc
Oregon
-$1K -8 Closed
HS
450
Horan Securities
United States
+$411 +5 New

AVLR Hedge Fund Activity: Q2 2022 in Review

393 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q2 2022, worth a combined $5.69B — down 28% from $7.9B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of AVLR and 48 opened new positions — a net loss of 11 holders — while 137 trimmed existing stakes and 169 added.

The largest buyer was Rivulet Capital, opening a new position worth an estimated $98.7M. The largest seller was Bank of America, cutting an estimated $129M.

  • 393 institutional investors held Avalara, Inc. (AVLR) as of Q2 2022, down from 409 in Q1 2022.
  • Funds reported $5.69B of Avalara, Inc. stock for Q2 2022, down 28% quarter-over-quarter.
  • 48 funds opened new Avalara, Inc. positions in Q2 2022 and 59 closed out, a net change of -11 holders.
  • The largest Avalara, Inc. buyer in Q2 2022 was Rivulet Capital, an estimated $98.7M added.
  • The largest Avalara, Inc. seller in Q2 2022 was Bank of America, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2022.