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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
FPCM
126
Financial Partners Capital Management
New York
$5.35M -$35.6K -280 -0.7%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$4.93M +$84.3K +664 +2%
Asset Management One
128
Asset Management One
Japan
$4.79M +$7.37K +58 +0.2%
Man Group
129
Man Group
United Kingdom
$4.65M -$2.27M -17,883 -33%
American Century Companies
130
American Century Companies
Missouri
$4.59M -$4.93M -38,852 -52%
MCM
131
Maytus Capital Management
New York
$4.52M -$2.48M -19,500 -35%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$4.52M -$355K -2,795 -7%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$4.51M -$122K -960 -3%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$4.45M -$747K -5,880 -14%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$4.32M +$4.31M +33,900 New
SAM
136
Storebrand Asset Management
Norway
$4.11M +$763K +6,006 +23%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.09M +$436K +3,434 +12%
JSC
138
Jackson Square Capital
California
$4.03M -$276K -2,173 -6%
FWC
139
First Washington Corp
Washington
$3.98M +$147K +1,160 +4%
OAM
140
Oppenheimer Asset Management
New York
$3.98M +$2.21M +17,380 +125%
Truist Financial
141
Truist Financial
North Carolina
$3.9M +$3.89M +30,612 New
PAMU
142
Pictet Asset Management (UK)
United Kingdom
$3.87M +$495K +3,900 +15%
TC
143
TownSquare Capital
Utah
$3.67M +$494K +3,890 +17%
MAM
144
Melqart Asset Management
United Kingdom
$3.64M +$3.63M +28,600 New
OSIA
145
O'Shares Investment Advisers
Massachusetts
$3.63M +$706K +5,557 +24%
Ensign Peak Advisors
146
Ensign Peak Advisors
Utah
$3.63M +$1.02M +7,998 +39%
Stifel Financial
147
Stifel Financial
Missouri
$3.59M +$112K +884 +3%
AQR Capital Management
148
AQR Capital Management
Connecticut
$3.49M -$1.77M -13,901 -34%
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.46M +$86.1K +678 +3%
ZIG
150
Zurich Insurance Group
Switzerland
$3.46M

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.