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AVLR

Avalara, Inc.

Delisted

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

402 hedge funds and large institutions have $12.5B invested in Avalara, Inc. in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 182 increasing their positions, 115 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $96.4M | Put options by funds: $44M

58% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 115

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more capital invested

Capital invested by funds: $10.1B → $12.5B (+$2.4B)

0% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 60

0% less funds holding

Funds holding: 403402 (-1)

Holders
402
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
7%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
60
Increased
182
Reduced
115
Closed
60
Calls
$96.4M
Puts
$44M
Net Calls
+$52.4M
Net Calls Change
+$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$17M -$31.1K -223 -0.2%
CCA
77
Conestoga Capital Advisors
Pennsylvania
$16.5M +$1.21M +8,655 +9%
Tiger Global Management
78
Tiger Global Management
New York
$16.2M
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$15.4M +$4.05M +29,056 +44%
PAMP
80
Polar Asset Management Partners
Ontario, Canada
$14.9M +$12.8M +92,100 New
MFAM
81
Motley Fool Asset Management
Virginia
$14.4M +$697K +5,000 +6%
Citigroup
82
Citigroup
New York
$14.2M -$682K -4,895 -5%
CIBC Asset Management
83
CIBC Asset Management
Ontario, Canada
$13.9M -$1.63M -11,662 -12%
Public Employees Retirement Association of Colorado
84
Public Employees Retirement Association of Colorado
Colorado
$13.8M
BCIM
85
British Columbia Investment Management
British Columbia, Canada
$13.4M +$2.04M +14,653 +21%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$13.1M -$426K -3,055 -4%
CS
87
Credit Suisse
Switzerland
$12.7M +$120K +863 +1%
MFWM
88
Motley Fool Wealth Management
Virginia
$12.6M -$97.7K -701 -0.9%
Stifel Financial
89
Stifel Financial
Missouri
$12.2M +$4.03M +28,924 +62%
HNB
90
Huntington National Bank
Ohio
$11.9M +$8.08K +58 +0.1%
PPA
91
Parametric Portfolio Associates
Washington
$11.6M +$556K +3,987 +6%
PI
92
Putnam Investments
Massachusetts
$11.6M -$27.2M -195,501 -73%
BJL
93
Brighton Jones LLC
Washington
$11.3M -$155K -1,113 -2%
2
94
2Xideas
Switzerland
$11.1M +$9.6M +68,868 New
Allianz Asset Management
95
Allianz Asset Management
Germany
$11.1M +$202K +1,451 +2%
RJA
96
Raymond James & Associates
Florida
$10.5M +$3.9M +28,016 +76%
William Blair & Company
97
William Blair & Company
Illinois
$10.3M +$718K +5,150 +9%
OAM
98
Oppenheimer Asset Management
New York
$10.2M +$5.63M +40,407 +176%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$10.2M
Comerica Bank
100
Comerica Bank
Texas
$9.78M +$4.21M +30,200 +105%

AVLR Hedge Fund Activity: Q2 2021 in Review

402 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q2 2021, worth a combined $12.5B — up 24% from $10.1B a quarter earlier.

Fund positioning in AVLR was balanced in Q2 2021: 60 funds opened new positions, 60 closed out, 182 added to existing stakes and 115 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $281M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $66.6M sold.

  • 402 institutional investors held Avalara, Inc. (AVLR) as of Q2 2021, down from 403 in Q1 2021.
  • Funds reported $12.5B of Avalara, Inc. stock for Q2 2021, up 24% quarter-over-quarter.
  • 60 funds opened new Avalara, Inc. positions in Q2 2021 and 60 closed out, a net change of 0 holders.
  • The largest Avalara, Inc. buyer in Q2 2021 was Wellington Management Group, an estimated $281M added.
  • The largest Avalara, Inc. seller in Q2 2021 was Renaissance Technologies, an estimated $66.6M sold.

Based on aggregated 13F filings for Q2 2021.