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AVLR

Avalara, Inc.

Delisted

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

271 hedge funds and large institutions have $4.6B invested in Avalara, Inc. in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 103 increasing their positions, 83 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

47% more call options, than puts

Call options by funds: $48.9M | Put options by funds: $33.3M

24% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 83

9% more funds holding

Funds holding: 248271 (+23)

9% more capital invested

Capital invested by funds: $4.23B → $4.6B (+$363M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
271
Holders Change
+23
Holders Change %
+9.27%
% of All Funds
5.34%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
68
Increased
103
Reduced
83
Closed
42
Calls
$48.9M
Puts
$33.3M
Net Calls
+$15.6M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
151
Aberdeen Group
United Kingdom
$1.29M +$838K +11,538 +189%
Truist Financial
152
Truist Financial
North Carolina
$1.27M +$1.26M +17,322 New
BIM
153
Barton Investment Management
Pennsylvania
$1.26M +$1.25M +17,171 New
CWM
154
CCG Wealth Management
California
$1.25M
RJFSA
155
Raymond James Financial Services Advisors
Florida
$1.18M -$293K -4,034 -20%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.16M -$2.69M -37,031 -70%
Daiwa Securities Group
157
Daiwa Securities Group
Japan
$1.14M +$1.13M +15,565 New
Tudor Investment Corp
158
Tudor Investment Corp
Connecticut
$1.14M -$5.98M -82,371 -84%
LI
159
Leap Investments
Illinois
$1.13M -$408K -5,621 -27%
LSA
160
L & S Advisors
California
$1.11M +$1.11M +15,220 New
TA
161
Tiedemann Advisors
New York
$1.04M +$6.1K +84 +0.6%
Barclays
162
Barclays
United Kingdom
$1.04M -$10M -137,680 -91%
XK
163
Xact Kapitalforvaltning
Sweden
$1.03M +$334K +4,600 +49%
B
164
Bailard
California
$1.01M +$568K +7,825 +130%
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
$953K +$148K +2,043 +19%
Victory Capital Management
166
Victory Capital Management
Texas
$953K +$185K +2,549 +24%
MWNA
167
Marshall Wace North America
New York
$923K +$855K +11,768 +1,423%
AB
168
Amalgamated Bank
New York
$910K +$115K +1,584 +15%
UBS Group
169
UBS Group
Switzerland
$901K -$346K -4,758 -28%
Squarepoint
170
Squarepoint
New York
$895K -$2.35M -32,322 -73%
HCMT
171
Highland Capital Management (Tennessee)
Tennessee
$883K +$876K +12,059 New
TC
172
TownSquare Capital
Utah
$829K +$139K +1,919 +20%
BCM
173
Bayesian Capital Management
New York
$828K -$1.58M -21,700 -66%
Treasurer of the State of North Carolina
174
Treasurer of the State of North Carolina
North Carolina
$828K +$22.5K +310 +3%
SMH
175
Sanders Morris Harris
Texas
$827K +$769K +10,590 New

AVLR Hedge Fund Activity: Q4 2019 in Review

271 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q4 2019, worth a combined $4.6B — up 8.6% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AVLR positions and 42 closed out — a net gain of 26 holders — while 103 added to existing stakes and 83 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $85.6M. The largest seller was Alkeon Capital Management, cutting an estimated $94.9M.

  • 271 institutional investors held Avalara, Inc. (AVLR) as of Q4 2019, up from 248 in Q3 2019.
  • Funds reported $4.6B of Avalara, Inc. stock for Q4 2019, up 8.6% quarter-over-quarter.
  • 68 funds opened new Avalara, Inc. positions in Q4 2019 and 42 closed out, a net change of +26 holders.
  • The largest Avalara, Inc. buyer in Q4 2019 was T. Rowe Price Associates, an estimated $85.6M added.
  • The largest Avalara, Inc. seller in Q4 2019 was Alkeon Capital Management, an estimated $94.9M sold.

Based on aggregated 13F filings for Q4 2019.