Avalara, Inc.
AVLR
AVLR was delisted on the 18th of October, 2022.
440 hedge funds and large institutions have $12.3B invested in Avalara, Inc. in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 164 increasing their positions, 125 reducing their positions, and 44 closing their positions.
150% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 44
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
56% more call options, than puts
Call options by funds: $93.9M | Put options by funds: $60M
31% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 125
28% more capital invested
Capital invested by funds: $9.62B → $12.3B (+$2.73B)
15% more funds holding
Funds holding: 381 → 440 (+59)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$367M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$105M |
| 3 |
BlackRock
New York
|
+$60.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$56.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$264M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$200M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$123M |
| 4 |
Renaissance Technologies
New York
|
-$95.6M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$64.5M |
AVLR Hedge Fund Activity: Q4 2020 in Review
440 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q4 2020, worth a combined $12.3B — up 28% from $9.62B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new AVLR positions and 44 closed out — a net gain of 66 holders — while 164 added to existing stakes and 125 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $367M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $264M sold.
- 440 institutional investors held Avalara, Inc. (AVLR) as of Q4 2020, up from 381 in Q3 2020.
- Funds reported $12.3B of Avalara, Inc. stock for Q4 2020, up 28% quarter-over-quarter.
- 110 funds opened new Avalara, Inc. positions in Q4 2020 and 44 closed out, a net change of +66 holders.
- The largest Avalara, Inc. buyer in Q4 2020 was Morgan Stanley, an estimated $367M added.
- The largest Avalara, Inc. seller in Q4 2020 was Whale Rock Capital Management, an estimated $264M sold.
Based on aggregated 13F filings for Q4 2020.