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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
ACI
126
AMP Capital Investors
Australia
$5.89M +$1.38M +9,871 +37%
Victory Capital Management
127
Victory Capital Management
Texas
$5.88M +$69.1K +496 +1%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$5.48M -$606K -4,347 -11%
Impax Asset Management Group
129
Impax Asset Management Group
United Kingdom
$5.38M +$3.54M +25,405 +322%
PPW
130
Parcion Private Wealth
Washington
$5.33M -$502K -3,601 -10%
Truist Financial
131
Truist Financial
North Carolina
$5.22M +$291K +2,088 +7%
OSIA
132
O'Shares Investment Advisers
Massachusetts
$5.08M -$135K -970 -3%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$4.97M -$112K -800 -3%
MIM
134
Merrion Investment Management
New Jersey
$4.95M +$39.2K +281 +0.9%
AACP
135
Advantage Alpha Capital Partners
California
$4.93M -$897K -6,439 -17%
BDWM
136
Brewin Dolphin Wealth Management
Ireland
$4.71M +$2.19M +15,732 +118%
SAM
137
Storebrand Asset Management
Norway
$4.68M
PAMU
138
Pictet Asset Management (UK)
United Kingdom
$4.64M -$57.3K -411 -1%
Baird Financial Group
139
Baird Financial Group
Wisconsin
$4.59M +$107K +770 +3%
SFI
140
Susquehanna Fundamental Investments
Pennsylvania
$4.54M +$1.31M +9,411 +51%
OCM
141
Osterweis Capital Management
California
$4.52M +$422K +3,025 +12%
FAF
142
Fjarde Ap-fonden
Sweden
$4.34M
DCM
143
Driehaus Capital Management
Illinois
$4.32M -$1.03M -7,400 -22%
M&T Bank
144
M&T Bank
New York
$4.27M +$4.18K +30 +0.1%
ETCM
145
Evolutionary Tree Capital Management
Virginia
$4.24M +$1.17M +8,385 +47%
SMH
146
Sanders Morris Harris
Texas
$4.16M -$372K -2,668 -10%
AI
147
Atria Investments
North Carolina
$3.99M +$358K +2,566 +12%
AI
148
Axiom Investors
Connecticut
$3.94M -$9.01M -64,651 -73%
ASRS
149
Arizona State Retirement System
Arizona
$3.91M +$137K +981 +4%
ERSOT
150
Employees Retirement System of Texas
Texas
$3.73M

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.