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AVLR

Avalara, Inc.
AVLR

Delisted

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

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259 hedge funds and large institutions have $5.05B invested in Avalara, Inc. in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 86 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $28.6M | Put options by funds: $14.4M

22% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 86

10% more capital invested

Capital invested by funds: $4.6B → $5.05B (+$450M)

4% less funds holding

Funds holding: 271 → 259 (-12)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

Holders
259
Holders Change
-12
Holders Change %
-4.43%
% of All Funds
5.71%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
52
Increased
105
Reduced
86
Closed
61
Calls
$28.6M
Puts
$14.4M
Net Calls
+$14.2M
Net Calls Change
-$1.38M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$264M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$80.4M
3
WA
Wasatch Advisors
Utah
+$63.8M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$59.4M
5
Macquarie Group
Macquarie Group
Australia
+$47.3M

Top Sellers

1
FAM
Fred Alger Management
New York
-$44.6M
2
BAWC
Black-and-white Capital
California
-$44.4M
3
DAM
Dorsey Asset Management
Illinois
-$44M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$42.1M
5
Morgan Stanley
Morgan Stanley
New York
-$36.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
26
Macquarie Group
Australia
$45.2M +$47.3M +579,723 +2,236%
Franklin Resources
27
Franklin Resources
California
$44.9M +$47M +576,387 +2,279%
US Bancorp
28
US Bancorp
Minnesota
$44.8M -$4.06M -49,809 -8%
First Trust Advisors
29
First Trust Advisors
Illinois
$44.1M -$6.99M -85,782 -13%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$42.7M +$33.6M +412,780 +258%
Ameriprise
31
Ameriprise
Minnesota
$40.7M +$2.8M +34,374 +7%
State Street
32
State Street
Massachusetts
$40M -$3.6M -44,176 -8%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$39.1M +$42.3M +518,462 +9,382%
BBCM
34
Broad Bay Capital Management
New York
$39M +$22.8M +279,500 +115%
SI
35
SQN Investors
California
$36.4M +$39.8M +487,971 New
N
36
Nuveen
North Carolina
$35.4M +$9.86M +121,012 +34%
NCA
37
Newbrook Capital Advisors
New York
$34.2M +$588K +7,214 +2%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$34.2M -$15.5M -190,000 -29%
Norges Bank
39
Norges Bank
Norway
$33.4M +$2.05M +25,197 +6%
Charles Schwab
40
Charles Schwab
California
$32.7M +$2.92M +35,820 +9%
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$32.4M -$3.33M -40,831 -9%
Jennison Associates
42
Jennison Associates
New York
$29.7M +$13.9M +170,436 +75%
Bank of America
43
Bank of America
North Carolina
$29.5M +$9.92M +121,669 +44%
Goldman Sachs
44
Goldman Sachs
New York
$29.4M +$12.9M +158,738 +67%
SAM
45
Silvercrest Asset Management
New York
$28.6M +$391K +4,794 +1%
Nomura Asset Management
46
Nomura Asset Management
Japan
$27.5M +$1.33M +16,300 +5%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$23.3M +$4.47M +54,798 +21%
Northern Trust
48
Northern Trust
Illinois
$20.3M +$1.32M +16,196 +6%
PWAM
49
Park West Asset Management
California
$20.1M -$2.45M -30,000 -10%
RJA
50
Raymond James & Associates
Florida
$18.6M -$155K -1,905 -0.8%
1
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AVLR Hedge Fund Activity: Q1 2020 in Review

259 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q1 2020, worth a combined $5.05B — up 9.8% from $4.6B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AVLR and 52 opened new positions — a net loss of 9 holders — while 86 trimmed existing stakes and 105 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $264M. The largest seller was Fred Alger Management, cutting an estimated $44.6M.

  • 259 institutional investors held Avalara, Inc. (AVLR) as of Q1 2020, down from 271 in Q4 2019.
  • Funds reported $5.05B of Avalara, Inc. stock for Q1 2020, up 9.8% quarter-over-quarter.
  • 52 funds opened new Avalara, Inc. positions in Q1 2020 and 61 closed out, a net change of -9 holders.
  • The largest Avalara, Inc. buyer in Q1 2020 was T. Rowe Price Associates, an estimated $264M added.
  • The largest Avalara, Inc. seller in Q1 2020 was Fred Alger Management, an estimated $44.6M sold.

Based on aggregated 13F filings for Q1 2020.