We are live on ! Find out more
AVLR

Avalara, Inc.

Delisted

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

160 hedge funds and large institutions have $3.06B invested in Avalara, Inc. in 2019 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 53 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 14

231% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 16

197% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $6.62M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

100% more capital invested

Capital invested by funds: $1.53B → $3.06B (+$1.53B)

78% more funds holding

Funds holding: 90160 (+70)

Holders
160
Holders Change
+70
Holders Change %
+77.78%
% of All Funds
3.46%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.19%
New
84
Increased
53
Reduced
16
Closed
14
Calls
$19.6M
Puts
$6.62M
Net Calls
+$13M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$12.4M +$8.83M +190,237 +607%
Wells Fargo
27
Wells Fargo
California
$11.3M +$9.05M +195,028 +2,533%
OCM
28
Osterweis Capital Management
California
$11M -$1.81M -38,915 -17%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$11M +$2.33M +50,307 +34%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$10.9M +$9.09M +195,872 New
US Bancorp
31
US Bancorp
Minnesota
$10.4M +$8.61M +185,444 +16,647%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$10.2M +$2.92M +63,021 +79,773%
Federated Hermes
33
Federated Hermes
Pennsylvania
$9.15M +$2.32M +50,000 +44%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$9.13M +$3.59M +77,319 +90%
ECM
35
Element Capital Management
New York
$9.06M +$7.53M +162,345 New
Two Sigma Advisers
36
Two Sigma Advisers
New York
$9.01M +$7.49M +161,400 New
ECM
37
Engle Capital Management
Connecticut
$8.65M +$7.19M +155,000 New
PC
38
Pier Capital
Connecticut
$8.56M +$918K +19,790 +15%
PPA
39
Parametric Portfolio Associates
Washington
$8.02M +$6.67M +143,688 New
American Century Companies
40
American Century Companies
Missouri
$8.01M -$691K -14,888 -9%
Artisan Partners
41
Artisan Partners
Wisconsin
$7.97M +$6.63M +142,854 New
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$7.96M +$6.62M +142,600 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$6.98M +$5.36M +115,601 +1,216%
SEI Investments
44
SEI Investments
Pennsylvania
$6.74M +$5.6M +120,676 New
CAM
45
ClariVest Asset Management
California
$5.9M +$4.9M +105,673 New
CLCM
46
Crawford Lake Capital Management
New Jersey
$5.87M +$4.88M +105,153 New
Tiger Global Management
47
Tiger Global Management
New York
$5.58M
IM
48
Islet Management
New York
$5.58M +$4.64M +100,000 New
Blackstone Inc
49
Blackstone Inc
New York
$5.58M +$4.64M +99,967 New
Ameriprise
50
Ameriprise
Minnesota
$5.32M +$4.65M +100,141 New

AVLR Hedge Fund Activity: Q1 2019 in Review

160 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q1 2019, worth a combined $3.06B — up 100% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new AVLR positions and 14 closed out — a net gain of 70 holders — while 53 added to existing stakes and 16 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $105M. The largest seller was Sageview Capital, cutting an estimated $242M.

  • 160 institutional investors held Avalara, Inc. (AVLR) as of Q1 2019, up from 90 in Q4 2018.
  • Funds reported $3.06B of Avalara, Inc. stock for Q1 2019, up 100% quarter-over-quarter.
  • 84 funds opened new Avalara, Inc. positions in Q1 2019 and 14 closed out, a net change of +70 holders.
  • The largest Avalara, Inc. buyer in Q1 2019 was Kayne Anderson Rudnick Investment Management, an estimated $105M added.
  • The largest Avalara, Inc. seller in Q1 2019 was Sageview Capital, an estimated $242M sold.

Based on aggregated 13F filings for Q1 2019.