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AVLR

Avalara, Inc.

Delisted

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

259 hedge funds and large institutions have $5.05B invested in Avalara, Inc. in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 86 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $28.6M | Put options by funds: $14.4M

22% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 86

10% more capital invested

Capital invested by funds: $4.6B → $5.05B (+$450M)

4% less funds holding

Funds holding: 271259 (-12)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

Holders
259
Holders Change
-12
Holders Change %
-4.43%
% of All Funds
5.71%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
52
Increased
105
Reduced
86
Closed
61
Calls
$28.6M
Puts
$14.4M
Net Calls
+$14.2M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
101
Neuberger Berman Group
New York
$3.85M +$25.2K +309 +0.6%
Barclays
102
Barclays
United Kingdom
$3.83M +$3.03M +37,227 +263%
BJL
103
Brighton Jones LLC
Washington
$3.82M -$730K -8,950 -15%
GJIC
104
Gamble Jones Investment Counsel
California
$3.79M +$2.09M +25,619 +102%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$3.58M +$783K +9,602 +25%
RhumbLine Advisers
106
RhumbLine Advisers
Massachusetts
$3.56M +$12.5K +153 +0.3%
HNB
107
Huntington National Bank
Ohio
$3.38M +$1.76M +21,600 +91%
NCGI
108
Next Century Growth Investors
Minnesota
$3.33M -$374K -4,585 -9%
NIP
109
Nicholas Investment Partners
California
$3.24M -$240K -2,939 -6%
LIM
110
Lagoda Investment Management
New York
$3.23M +$1.3M +15,905 +58%
CCM
111
Crestwood Capital Management
New York
$3.22M +$3.52M +43,200 New
Baird Financial Group
112
Baird Financial Group
Wisconsin
$3.11M +$153K +1,872 +5%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$2.86M +$3.13M +38,379 New
FPCM
114
Financial Partners Capital Management
New York
$2.83M +$3.1M +37,989 New
Mitsubishi UFJ Asset Management
115
Mitsubishi UFJ Asset Management
Japan
$2.83M -$1.07M -13,100 -26%
FWC
116
First Washington Corp
Washington
$2.59M +$717K +8,795 +34%
Daiwa Securities Group
117
Daiwa Securities Group
Japan
$2.58M +$1.55M +19,010 +122%
PCR
118
Potrero Capital Research
California
$2.4M +$178K +2,179 +7%
PAM
119
Panagora Asset Management
Massachusetts
$2.34M +$2.56M +31,355 New
Osaic Holdings
120
Osaic Holdings
Arizona
$2.28M +$2.5M +30,626 New
HLA
121
Hamilton Lane Advisors
Pennsylvania
$2.28M -$5.27M -64,702 -68%
AACP
122
Advantage Alpha Capital Partners
California
$2.27M -$817K -10,026 -25%
1832 Asset Management
123
1832 Asset Management
Ontario, Canada
$2.25M +$2.27M +27,800 New
Russell Investments Group
124
Russell Investments Group
United Kingdom
$2.2M +$2.11M +25,861 +699%
PCA
125
Prospect Capital Advisors
California
$2.09M -$1.88M -23,100 -45%

AVLR Hedge Fund Activity: Q1 2020 in Review

259 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q1 2020, worth a combined $5.05B — up 9.8% from $4.6B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AVLR and 52 opened new positions — a net loss of 9 holders — while 86 trimmed existing stakes and 105 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $264M. The largest seller was Fred Alger Management, cutting an estimated $44.6M.

  • 259 institutional investors held Avalara, Inc. (AVLR) as of Q1 2020, down from 271 in Q4 2019.
  • Funds reported $5.05B of Avalara, Inc. stock for Q1 2020, up 9.8% quarter-over-quarter.
  • 52 funds opened new Avalara, Inc. positions in Q1 2020 and 61 closed out, a net change of -9 holders.
  • The largest Avalara, Inc. buyer in Q1 2020 was T. Rowe Price Associates, an estimated $264M added.
  • The largest Avalara, Inc. seller in Q1 2020 was Fred Alger Management, an estimated $44.6M sold.

Based on aggregated 13F filings for Q1 2020.