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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
Westfield Capital Management
51
Westfield Capital Management
Massachusetts
$31.5M -$326K -3,316 -1%
BIM
52
Barton Investment Management
Pennsylvania
$30.7M +$5.64M +57,373 +33%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$30.1M -$22.8M -232,100 -51%
ECM
54
Engle Capital Management
Connecticut
$29.4M +$963K +9,800 +5%
SAM
55
Silvercrest Asset Management
New York
$29.2M -$16.1M -163,309 -43%
PWAM
56
Park West Asset Management
California
$26.6M -$6.88M -70,000 -26%
Federated Hermes
57
Federated Hermes
Pennsylvania
$24.6M +$1.24M +12,633 +7%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$22.8M +$6.51M +66,181 +63%
APC
59
Alta Park Capital
California
$22.3M -$6M -61,037 -27%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$22M -$8M -81,371 -33%
Deutsche Bank
61
Deutsche Bank
Germany
$20.9M +$13.7M +139,310 +795%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$19.8M +$479K +4,869 +3%
TD Asset Management
63
TD Asset Management
Ontario, Canada
$19.3M +$572K +5,823 +4%
Loomis, Sayles & Company
64
Loomis, Sayles & Company
Massachusetts
$18.4M +$1.05M +10,640 +8%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$18.2M +$5.59M +56,908 +72%
PM
66
Pembroke Management
Quebec, Canada
$17.3M -$3.61M -36,742 -22%
AAMU
67
Amundi Asset Management US
Massachusetts
$16.9M +$1.2M +12,209 +11%
UCFA
68
United Capital Financial Advisors
Texas
$15.8M -$98.3K -1,000 -0.8%
QCMNJ
69
Quantum Capital Management (New Jersey)
New Jersey
$15.8M +$5.17M +52,570 +79%
TIM
70
Thornburg Investment Management
New Mexico
$15.8M -$3.4M -34,614 -23%
PP
71
PDT Partners
New York
$14.9M -$78.6K -800 -0.7%
AII
72
AGF Investments Inc
Ontario, Canada
$13.3M -$338K -3,434 -3%
Tiger Global Management
73
Tiger Global Management
New York
$13.3M
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$13.1M +$4.95M +50,321 +105%
Parnassus Investments
75
Parnassus Investments
California
$12.8M +$9.43M +95,922 New

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.