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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
Two Sigma Advisers
151
Two Sigma Advisers
New York
$3.69M -$14.9M -106,900 -82%
ACS
152
Archford Capital Strategies
Illinois
$3.58M +$236K +1,693 +8%
MML Investors Services
153
MML Investors Services
Massachusetts
$3.54M +$1.05M +7,513 +52%
E
154
Ergoteles
New York
$3.23M +$2.08M +14,890 +292%
UBS Group
155
UBS Group
Switzerland
$2.99M -$3.61M -25,896 -58%
Mitsubishi UFJ Asset Management
156
Mitsubishi UFJ Asset Management
Japan
$2.96M +$237K +1,700 +10%
UIM
157
USS Investment Management
United Kingdom
$2.81M
NIPH
158
NN Investment Partners Holdings
Netherlands
$2.79M +$160K +1,148 +7%
Korea Investment Corp
159
Korea Investment Corp
South Korea
$2.73M +$2.36M +16,900 New
KBC Group
160
KBC Group
Belgium
$2.72M
BZWA
161
Blue Zone Wealth Advisors
California
$2.68M +$235K +1,687 +11%
AAM
162
Azzad Asset Management
Virginia
$2.66M -$428K -3,071 -16%
AB
163
Amalgamated Bank
New York
$2.63M +$141K +1,009 +7%
URS
164
Utah Retirement Systems
Utah
$2.62M +$55.8K +400 +3%
BAM
165
Blueshift Asset Management
New Jersey
$2.62M +$2.26M +16,179 New
NCGI
166
Next Century Growth Investors
Minnesota
$2.6M -$308K -2,213 -12%
HighTower Advisors
167
HighTower Advisors
Illinois
$2.58M +$227K +1,629 +11%
OCM
168
Oribel Capital Management
New York
$2.57M +$1.3M +9,300 +141%
PP
169
Paloma Partners
Connecticut
$2.54M +$575K +4,127 +36%
National Pension Service
170
National Pension Service
South Korea
$2.46M +$253K +1,816 +14%
ACM
171
Advisors Capital Management
New Jersey
$2.46M +$375K +2,689 +22%
Vontobel Holding
172
Vontobel Holding
Switzerland
$2.45M +$82K +588 +4%
EMG
173
ETF Managers Group
New Jersey
$2.44M +$2.07M +14,866 New
AQR Capital Management
174
AQR Capital Management
Connecticut
$2.43M -$421K -3,024 -17%
S
175
SignatureFD
Georgia
$2.39M +$17.8K +128 +0.9%

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.