We are live on ! Find out more
AVLR

Avalara, Inc.

Delisted

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

248 hedge funds and large institutions have $4.23B invested in Avalara, Inc. in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $83.5M | Put options by funds: $34.6M

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

44% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 68

9% more funds holding

Funds holding: 227248 (+21)

1% less capital invested

Capital invested by funds: $4.29B → $4.23B (-$56.8M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
248
Holders Change
+21
Holders Change %
+9.25%
% of All Funds
5.44%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
66
Increased
98
Reduced
68
Closed
44
Calls
$83.5M
Puts
$34.6M
Net Calls
+$48.9M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
151
LPL Financial
California
$837K +$366K +4,528 +57%
VF
152
Virtu Financial
New York
$787K +$526K +6,497 +125%
MSL
153
Mackay Shields LLC
New York
$785K +$944K +11,673 New
GA
154
Greenspring Associates
Maryland
$782K +$940K +11,624 New
AAP
155
Ardsley Advisory Partners
Connecticut
$773K +$930K +11,500 New
PG
156
Pendal Group
Australia
$752K -$40.9K -506 -4%
DTL
157
Dynamic Technology Lab
Singapore
$741K +$891K +11,016 New
Treasurer of the State of North Carolina
158
Treasurer of the State of North Carolina
North Carolina
$740K -$494K -6,110 -36%
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$738K +$511K +6,316 +136%
AB
160
Amalgamated Bank
New York
$729K +$113K +1,399 +15%
William Blair & Company
161
William Blair & Company
Illinois
$725K +$872K +10,780 New
ARTA
162
A.R.T. Advisors
New York
$720K -$4.34M -53,600 -83%
Victory Capital Management
163
Victory Capital Management
Texas
$704K +$846K +10,455 New
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$699K +$304K +3,755 +56%
M&T Bank
165
M&T Bank
New York
$694K +$91.5K +1,131 +12%
PMAM
166
Picton Mahoney Asset Management
Ontario, Canada
$667K +$801K +9,900 New
BTS
167
BB&T Securities
Virginia
$666K +$260K +3,213 +47%
TC
168
TownSquare Capital
Utah
$645K +$345K +4,267 +83%
SCM
169
Stevens Capital Management
Pennsylvania
$640K +$472K +5,836 +159%
XK
170
Xact Kapitalforvaltning
Sweden
$633K +$226K +2,800 +42%
GAM
171
Gotham Asset Management
New York
$592K -$303K -3,748 -30%
QT
172
Quantbot Technologies
New York
$577K -$2.18M -26,962 -76%
TD Asset Management
173
TD Asset Management
Ontario, Canada
$576K +$128K +1,580 +23%
WCM
174
Weld Capital Management
New York
$542K +$652K +8,059 New
QSS
175
Quantitative Systematic Strategies
Florida
$520K +$266K +3,285 +74%

AVLR Hedge Fund Activity: Q3 2019 in Review

248 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q3 2019, worth a combined $4.23B — down 1.3% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new AVLR positions and 44 closed out — a net gain of 22 holders — while 98 added to existing stakes and 68 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $166M. The largest seller was Battery Partners IX, cutting an estimated $225M.

  • 248 institutional investors held Avalara, Inc. (AVLR) as of Q3 2019, up from 227 in Q2 2019.
  • Funds reported $4.23B of Avalara, Inc. stock for Q3 2019, down 1.3% quarter-over-quarter.
  • 66 funds opened new Avalara, Inc. positions in Q3 2019 and 44 closed out, a net change of +22 holders.
  • The largest Avalara, Inc. buyer in Q3 2019 was Janus Henderson Group, an estimated $166M added.
  • The largest Avalara, Inc. seller in Q3 2019 was Battery Partners IX, an estimated $225M sold.

Based on aggregated 13F filings for Q3 2019.