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AVLR

Avalara, Inc.
AVLR

Delisted

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

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80 hedge funds and large institutions have $1.66B invested in Avalara, Inc. in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $4.76M | Put options by funds: $2.71M

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

21% more funds holding

Funds holding: 66 → 80 (+14)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

32% less capital invested

Capital invested by funds: $2.43B → $1.66B (-$772M)

Holders
80
Holders Change
+14
Holders Change %
+21.21%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
36
Increased
16
Reduced
16
Closed
22
Calls
$4.76M
Puts
$2.71M
Net Calls
+$2.06M
Net Calls Change
+$2.06M

Top Buyers

Rank Fund Capital Flow
1
FAM
Fred Alger Management
New York
+$48M
2
EAM
EastBay Asset Management
New York
+$24.9M
3
Invesco
Invesco
Georgia
+$21.9M
4
BlackRock
BlackRock
New York
+$21.7M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$19.6M

Top Sellers

Rank Fund Capital Flow
1
WRCM
Whale Rock Capital Management
Massachusetts
-$64.3M
2
OAM
Oxford Asset Management
United Kingdom
-$10.4M
3
LCM
Laurion Capital Management
New York
-$9.96M
4
Franklin Resources
Franklin Resources
California
-$8.34M
5
RCM
Ratan Capital Management
Florida
-$4.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$3.3M +$3.91M +94,490 New
Geode Capital Management
27
Geode Capital Management
Massachusetts
$2.59M +$3.07M +74,143 New
VEPM
28
Vista Equity Partners Management
California
$2.44M +$414K +10,000 +17%
LCM
29
Laurion Capital Management
New York
$2.08M -$9.96M -240,600 -80%
RCM
30
Ratan Capital Management
Florida
$1.94M -$4.53M -109,321 -66%
American Century Companies
31
American Century Companies
Missouri
$1.83M +$94.8K +2,290 +5%
Charles Schwab
32
Charles Schwab
California
$1.5M +$1.77M +42,831 New
Morgan Stanley
33
Morgan Stanley
New York
$1.25M +$142K +3,428 +11%
Deutsche Bank
34
Deutsche Bank
Germany
$1.17M +$1.38M +33,432 New
Norges Bank
35
Norges Bank
Norway
$1.05M – – –
EIM
36
Essex Investment Management
Massachusetts
$908K +$1.08M +25,981 New
Adage Capital Partners
37
Adage Capital Partners
Massachusetts
$873K – – –
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$762K +$903K +21,812 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$748K +$887K +21,418 New
Millennium Management
40
Millennium Management
New York
$714K -$2.19M -52,998 -72%
TCIM
41
TIAA CREF Investment Management
New York
$618K +$732K +17,693 New
Goldman Sachs
42
Goldman Sachs
New York
$568K -$2.33M -56,362 -78%
TA
43
Teachers Advisors
New York
$565K +$669K +16,162 New
SSA
44
Schonfeld Strategic Advisors
New York
$555K -$1.35M -32,600 -67%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$463K +$548K +13,245 New
PCR
46
Potrero Capital Research
California
$450K -$2.51M -60,609 -82%
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$434K +$515K +12,435 New
MWNA
48
Marshall Wace North America
New York
$362K -$215K -5,205 -33%
CSS
49
Cubist Systematic Strategies
Connecticut
$358K +$424K +10,236 New
TD Asset Management
50
TD Asset Management
Ontario, Canada
$351K -$8.28K -200 -2%
1
2
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AVLR Hedge Fund Activity: Q3 2018 in Review

80 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q3 2018, worth a combined $1.66B — down 32% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AVLR positions and 22 closed out — a net gain of 14 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $48M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $64.3M sold.

  • 80 institutional investors held Avalara, Inc. (AVLR) as of Q3 2018, up from 66 in Q2 2018.
  • Funds reported $1.66B of Avalara, Inc. stock for Q3 2018, down 32% quarter-over-quarter.
  • 36 funds opened new Avalara, Inc. positions in Q3 2018 and 22 closed out, a net change of +14 holders.
  • The largest Avalara, Inc. buyer in Q3 2018 was Fred Alger Management, an estimated $48M added.
  • The largest Avalara, Inc. seller in Q3 2018 was Whale Rock Capital Management, an estimated $64.3M sold.

Based on aggregated 13F filings for Q3 2018.