We are live on ! Find out more
AVLR

Avalara, Inc.

Delisted

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

340 hedge funds and large institutions have $9.62B invested in Avalara, Inc. in 2020 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 100 increasing their positions, 94 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 45

170% more call options, than puts

Call options by funds: $138M | Put options by funds: $51.1M

91% more capital invested

Capital invested by funds: $5.05B → $9.62B (+$4.57B)

31% more funds holding

Funds holding: 259340 (+81)

6% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 94

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
340
Holders Change
+81
Holders Change %
+31.27%
% of All Funds
6.97%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
128
Increased
100
Reduced
94
Closed
45
Calls
$138M
Puts
$51.1M
Net Calls
+$86.9M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$83.5M +$22.9M +232,461 +59%
Ameriprise
27
Ameriprise
Minnesota
$82.3M +$7.1M +72,277 +13%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$75.4M +$13M +132,576 +31%
US Bancorp
29
US Bancorp
Minnesota
$74.5M -$4M -40,666 -7%
Jennison Associates
30
Jennison Associates
New York
$68.2M +$11.2M +113,985 +29%
Charles Schwab
31
Charles Schwab
California
$64.5M +$4.55M +46,292 +11%
JP Morgan Chase
32
JP Morgan Chase
New York
$64.4M -$16M -162,271 -25%
SI
33
SQN Investors
California
$62.7M -$1.69M -17,221 -4%
Northern Trust
34
Northern Trust
Illinois
$62.5M +$19.4M +197,201 +72%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$56.3M +$20M +203,474 +93%
N
36
Nuveen
North Carolina
$55.3M -$5.85M -59,493 -13%
Nomura Asset Management
37
Nomura Asset Management
Japan
$52.3M +$2.35M +23,900 +6%
Norges Bank
38
Norges Bank
Norway
$51.5M -$6.02M -61,213 -14%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$49.2M -$57.7M -586,549 -61%
UBS AM
40
UBS AM
Illinois
$45.1M +$17.4M +176,563 +109%
Bank of America
41
Bank of America
North Carolina
$45M -$5.66M -57,580 -15%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$43.1M +$1.19M +12,079 +4%
BBCM
43
Broad Bay Capital Management
New York
$40.5M -$21.5M -218,500 -42%
Swiss National Bank
44
Swiss National Bank
Switzerland
$39M +$28.8M +293,200 New
DAM
45
Dorsey Asset Management
Illinois
$38.2M -$39.7M -404,171 -58%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$37.7M +$27.8M +283,285 New
Morgan Stanley
47
Morgan Stanley
New York
$36.9M -$63.8M -649,222 -70%
Legal & General Group
48
Legal & General Group
United Kingdom
$34.8M +$18.7M +190,570 +268%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$33.8M +$2.49M +25,321 +11%
RJA
50
Raymond James & Associates
Florida
$31.7M -$1.13M -11,489 -5%

AVLR Hedge Fund Activity: Q2 2020 in Review

340 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q2 2020, worth a combined $9.62B — up 91% from $5.05B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new AVLR positions and 45 closed out — a net gain of 83 holders — while 100 added to existing stakes and 94 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $307M. The largest seller was Janus Henderson Group, cutting an estimated $105M.

  • 340 institutional investors held Avalara, Inc. (AVLR) as of Q2 2020, up from 259 in Q1 2020.
  • Funds reported $9.62B of Avalara, Inc. stock for Q2 2020, up 91% quarter-over-quarter.
  • 128 funds opened new Avalara, Inc. positions in Q2 2020 and 45 closed out, a net change of +83 holders.
  • The largest Avalara, Inc. buyer in Q2 2020 was T. Rowe Price Associates, an estimated $307M added.
  • The largest Avalara, Inc. seller in Q2 2020 was Janus Henderson Group, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2020.