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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
AAMU
76
Amundi Asset Management US
Massachusetts
$16.2M +$96K +756 +0.6%
PPA
77
Parametric Portfolio Associates
Washington
$15.9M +$3.97M +31,251 +33%
QCMNJ
78
Quantum Capital Management (New Jersey)
New Jersey
$15.5M +$351K +2,762 +2%
UCFA
79
United Capital Financial Advisors
Texas
$15.1M +$127 +1 +0%
PMAM
80
Picton Mahoney Asset Management
Ontario, Canada
$13.4M +$10.5M +82,991 +373%
SEI Investments
81
SEI Investments
Pennsylvania
$13.4M +$1.79M +14,080 +15%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$13M +$529K +4,167 +4%
Tiger Global Management
83
Tiger Global Management
New York
$12.7M
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$11.5M +$7.53M +59,296 +190%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$11.3M -$256K -2,017 -2%
JRP
86
Jasper Ridge Partners
California
$11.3M
Barclays
87
Barclays
United Kingdom
$11.3M +$687K +5,407 +7%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$11.2M +$377K +2,970 +3%
CS
89
Credit Suisse
Switzerland
$10.8M +$1.9M +14,979 +21%
APC
90
Alta Park Capital
California
$10.6M -$10.7M -84,200 -50%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$10.5M +$8.56M +67,394 +459%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$10.2M
TIM
93
Thornburg Investment Management
New Mexico
$9.94M -$5.12M -40,332 -34%
PAMP
94
Polar Asset Management Partners
Ontario, Canada
$9.93M +$1.27M +10,000 +15%
CIBC Asset Management
95
CIBC Asset Management
Ontario, Canada
$9.69M +$1.99M +15,639 +26%
BCIM
96
British Columbia Investment Management
British Columbia, Canada
$9.47M +$239K +1,883 +3%
MFAM
97
Motley Fool Asset Management
Virginia
$9.42M +$9.4M +74,000 New
NAMA
98
Nikko Asset Management Americas
New York
$8.62M +$8.89M +69,975 New
BJL
99
Brighton Jones LLC
Washington
$8.61M -$2M -15,785 -19%
HNB
100
Huntington National Bank
Ohio
$8.53M +$2.75M +21,681 +48%

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.