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AVLR

Avalara, Inc.

Delisted

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

381 hedge funds and large institutions have $9.62B invested in Avalara, Inc. in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 155 increasing their positions, 104 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $97.5M | Put options by funds: $46.4M

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

49% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 104

12% more funds holding

Funds holding: 340381 (+41)

0% more capital invested

Capital invested by funds: $9.62B → $9.62B (+$1.38M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
381
Holders Change
+41
Holders Change %
+12.06%
% of All Funds
7.69%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
85
Increased
155
Reduced
104
Closed
43
Calls
$97.5M
Puts
$46.4M
Net Calls
+$51M
Net Calls Change
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$80.2M -$18.3M -144,363 -19%
Goldman Sachs
27
Goldman Sachs
New York
$79.2M -$662K -5,209 -0.8%
Norges Bank
28
Norges Bank
Norway
$78.1M +$28.7M +226,357 +58%
Ameriprise
29
Ameriprise
Minnesota
$76.3M -$2.39M -18,840 -3%
JP Morgan Chase
30
JP Morgan Chase
New York
$72.5M +$8.66M +68,167 +14%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$71.6M -$552K -4,346 -0.8%
US Bancorp
32
US Bancorp
Minnesota
$69.3M -$1.98M -15,610 -3%
Northern Trust
33
Northern Trust
Illinois
$66.3M +$6.52M +51,371 +11%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$65.7M -$25.2M -198,795 -28%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$62.4M +$8.53M +67,159 +16%
Jennison Associates
36
Jennison Associates
New York
$53.7M -$11.5M -90,197 -18%
PC
37
Polar Capital
United Kingdom
$53.5M +$53.3M +420,038 New
Charles Schwab
38
Charles Schwab
California
$52M -$9.68M -76,255 -16%
N
39
Nuveen
North Carolina
$50.4M -$2.43M -19,145 -5%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$46.2M +$10.1M +79,724 +28%
Bank of America
41
Bank of America
North Carolina
$43.3M +$273K +2,152 +0.6%
UBS AM
42
UBS AM
Illinois
$42M -$1.16M -9,168 -3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$39.3M +$1.97M +15,500 +5%
Nomura Asset Management
44
Nomura Asset Management
Japan
$38.3M -$11.7M -91,901 -23%
DAM
45
Dorsey Asset Management
Illinois
$37.4M +$794K +6,252 +2%
Legal & General Group
46
Legal & General Group
United Kingdom
$35.1M +$1.8M +14,143 +5%
BIM
47
Barton Investment Management
Pennsylvania
$32.4M +$3.03M +23,831 +10%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$32.2M -$128K -1,005 -0.4%
Westfield Capital Management
49
Westfield Capital Management
Massachusetts
$29.8M -$357K -2,808 -1%
RP
50
Riverbridge Partners
Minnesota
$29.7M +$29.6M +232,960 New

AVLR Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q3 2020, worth a combined $9.62B — up 0.01% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AVLR positions and 43 closed out — a net gain of 42 holders — while 155 added to existing stakes and 104 trimmed.

The largest buyer was Putnam Investments, opening a new position worth an estimated $115M. The largest seller was Janus Henderson Group, cutting an estimated $160M.

  • 381 institutional investors held Avalara, Inc. (AVLR) as of Q3 2020, up from 340 in Q2 2020.
  • Funds reported $9.62B of Avalara, Inc. stock for Q3 2020, up 0.01% quarter-over-quarter.
  • 85 funds opened new Avalara, Inc. positions in Q3 2020 and 43 closed out, a net change of +42 holders.
  • The largest Avalara, Inc. buyer in Q3 2020 was Putnam Investments, an estimated $115M added.
  • The largest Avalara, Inc. seller in Q3 2020 was Janus Henderson Group, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2020.