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AVLR

Avalara, Inc.

Delisted

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

271 hedge funds and large institutions have $4.6B invested in Avalara, Inc. in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 103 increasing their positions, 83 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

47% more call options, than puts

Call options by funds: $48.9M | Put options by funds: $33.3M

24% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 83

9% more funds holding

Funds holding: 248271 (+23)

9% more capital invested

Capital invested by funds: $4.23B → $4.6B (+$363M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
271
Holders Change
+23
Holders Change %
+9.27%
% of All Funds
5.34%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
68
Increased
103
Reduced
83
Closed
42
Calls
$48.9M
Puts
$33.3M
Net Calls
+$15.6M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
101
Neuberger Berman Group
New York
$3.76M -$216K -2,974 -5%
PCA
102
Prospect Capital Advisors
California
$3.75M +$3.72M +51,150 New
AII
103
AGF Investments Inc
Ontario, Canada
$3.66M
CCP
104
Clough Capital Partners
Massachusetts
$3.61M +$3.58M +49,300 New
NCGI
105
Next Century Growth Investors
Minnesota
$3.61M +$1.96M +26,964 +121%
RhumbLine Advisers
106
RhumbLine Advisers
Massachusetts
$3.49M +$2.4K +33 +0.1%
NIP
107
Nicholas Investment Partners
California
$3.4M -$7.52M -103,468 -69%
UBS AM
108
UBS AM
Illinois
$3.3M +$1.91M +26,331 +141%
ASP
109
Adams Street Partners
Illinois
$3.28M +$2.12M +29,226 +189%
SEC
110
Seven Eight Capital
New York
$3.08M -$414K -5,700 -12%
AACP
111
Advantage Alpha Capital Partners
California
$2.97M +$2.94M +40,502 New
CAM
112
ClariVest Asset Management
California
$2.94M -$2.76M -38,025 -49%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$2.92M -$1.92M -26,457 -40%
CSS
114
Cubist Systematic Strategies
Connecticut
$2.84M +$938K +12,917 +50%
Twin Tree Management
115
Twin Tree Management
Texas
$2.84M -$886K -12,203 -24%
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$2.81M +$1.19M +16,440 +75%
AI
117
Axiom Investors
Connecticut
$2.8M +$1.34M +18,475 +93%
RA
118
Royce & Associates
New York
$2.78M
AIM
119
Aigen Investment Management
New York
$2.69M +$2.67M +36,740 New
CCM
120
Cinctive Capital Management
New York
$2.57M +$2.55M +35,101 New
OAM
121
Oxford Asset Management
United Kingdom
$2.56M +$2.53M +34,885 New
GA
122
Greenspring Associates
Maryland
$2.46M +$1.59M +21,924 +189%
CM
123
Caption Management
Oklahoma
$2.21M +$2.19M +30,200 New
QT
124
Quantbot Technologies
New York
$2.21M +$1.57M +21,584 +251%
PCR
125
Potrero Capital Research
California
$2.2M

AVLR Hedge Fund Activity: Q4 2019 in Review

271 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q4 2019, worth a combined $4.6B — up 8.6% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AVLR positions and 42 closed out — a net gain of 26 holders — while 103 added to existing stakes and 83 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $85.6M. The largest seller was Alkeon Capital Management, cutting an estimated $94.9M.

  • 271 institutional investors held Avalara, Inc. (AVLR) as of Q4 2019, up from 248 in Q3 2019.
  • Funds reported $4.6B of Avalara, Inc. stock for Q4 2019, up 8.6% quarter-over-quarter.
  • 68 funds opened new Avalara, Inc. positions in Q4 2019 and 42 closed out, a net change of +26 holders.
  • The largest Avalara, Inc. buyer in Q4 2019 was T. Rowe Price Associates, an estimated $85.6M added.
  • The largest Avalara, Inc. seller in Q4 2019 was Alkeon Capital Management, an estimated $94.9M sold.

Based on aggregated 13F filings for Q4 2019.