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AVLR

Avalara, Inc.

Delisted

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

227 hedge funds and large institutions have $4.29B invested in Avalara, Inc. in 2019 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 23

69% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $21.1M

45% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 49

42% more funds holding

Funds holding: 160227 (+67)

40% more capital invested

Capital invested by funds: $3.06B → $4.29B (+$1.23B)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

Holders
227
Holders Change
+67
Holders Change %
+41.88%
% of All Funds
4.93%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
92
Increased
71
Reduced
49
Closed
23
Calls
$35.6M
Puts
$21.1M
Net Calls
+$14.5M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
151
VOYA Investment Management
Georgia
$852K +$75.7K +1,173 +11%
PG
152
Pendal Group
Australia
$843K -$318K -4,919 -30%
BSW
153
Buckingham Strategic Wealth
Missouri
$815K
Legal & General Group
154
Legal & General Group
United Kingdom
$813K +$438K +6,784 +152%
CGL
155
Clarius Group LLC
Washington
$773K -$2.05M -31,700 -75%
GCP
156
GSA Capital Partners
United Kingdom
$749K +$670K +10,375 New
FSA
157
Fort Sheridan Advisors
Illinois
$710K +$635K +9,832 New
AB
158
Amalgamated Bank
New York
$682K +$341K +5,285 +127%
M&T Bank
159
M&T Bank
New York
$662K +$42K +650 +8%
MLICM
160
Metropolitan Life Insurance Company (MetLife)
New York
$630K
LPL Financial
161
LPL Financial
California
$572K +$202K +3,132 +65%
Walleye Trading
162
Walleye Trading
New York
$525K +$470K +7,275 New
Principal Financial Group
163
Principal Financial Group
Iowa
$516K +$461K +7,145 New
AQR Capital Management
164
AQR Capital Management
Connecticut
$510K +$456K +7,066 New
TD Asset Management
165
TD Asset Management
Ontario, Canada
$504K
BTS
166
BB&T Securities
Virginia
$493K +$91K +1,410 +26%
USAA
167
United Services Automobile Association
Texas
$486K +$435K +6,733 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$479K +$346K +5,364 +418%
XK
169
Xact Kapitalforvaltning
Sweden
$477K +$426K +6,600 New
PAG
170
Private Advisor Group
New Jersey
$463K -$65.5K -1,014 -14%
ZIM
171
Zacks Investment Management
Illinois
$442K +$395K +6,120 New
State of Wisconsin Investment Board
172
State of Wisconsin Investment Board
Wisconsin
$439K +$393K +6,082 New
B
173
Bailard
California
$435K +$389K +6,025 New
AIP
174
Ameritas Investment Partners
Nebraska
$418K +$227K +3,517 +154%
TC
175
TownSquare Capital
Utah
$413K -$8.52K -132 -3%

AVLR Hedge Fund Activity: Q2 2019 in Review

227 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q2 2019, worth a combined $4.29B — up 40% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new AVLR positions and 23 closed out — a net gain of 69 holders — while 71 added to existing stakes and 49 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $182M. The largest seller was Sageview Capital, cutting an estimated $504M.

  • 227 institutional investors held Avalara, Inc. (AVLR) as of Q2 2019, up from 160 in Q1 2019.
  • Funds reported $4.29B of Avalara, Inc. stock for Q2 2019, up 40% quarter-over-quarter.
  • 92 funds opened new Avalara, Inc. positions in Q2 2019 and 23 closed out, a net change of +69 holders.
  • The largest Avalara, Inc. buyer in Q2 2019 was Whale Rock Capital Management, an estimated $182M added.
  • The largest Avalara, Inc. seller in Q2 2019 was Sageview Capital, an estimated $504M sold.

Based on aggregated 13F filings for Q2 2019.