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AVLR

Avalara, Inc.

Delisted

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

409 hedge funds and large institutions have $7.9B invested in Avalara, Inc. in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 168 increasing their positions, 134 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $33.5M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

25% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 134

3% less funds holding

Funds holding: 423409 (-14)

13% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 76

24% less capital invested

Capital invested by funds: $10.4B → $7.9B (-$2.45B)

Holders
409
Holders Change
-14
Holders Change %
-3.31%
% of All Funds
6.45%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
66
Increased
168
Reduced
134
Closed
76
Calls
$45.1M
Puts
$33.5M
Net Calls
+$11.6M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$2.29M +$847K +8,360 +57%
ACM
152
Advisors Capital Management
New Jersey
$2.28M +$353K +3,478 +18%
EVM
153
Eaton Vance Management
Massachusetts
$2.22M +$1.85M +18,249 +452%
ACS
154
Archford Capital Strategies
Illinois
$2.17M +$93.3K +920 +4%
AI
155
Atria Investments
North Carolina
$2.17M +$128K +1,265 +6%
BZWA
156
Blue Zone Wealth Advisors
California
$2.13M +$254K +2,501 +13%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$2.1M +$634K +6,258 +42%
TWC
158
TD Waterhouse Canada
Ontario, Canada
$2.08M +$179K +1,766 +10%
Two Sigma Investments
159
Two Sigma Investments
New York
$2.04M -$589K -5,815 -22%
AB
160
Amalgamated Bank
New York
$1.97M +$161K +1,589 +9%
AF
161
Amalgamated Financial
New York
$1.97M +$2M +19,779 New
Mitsubishi UFJ Asset Management
162
Mitsubishi UFJ Asset Management
Japan
$1.96M -$34.6K -341 -2%
QC
163
Quadrature Capital
United Kingdom
$1.88M -$58.3K -575 -3%
Balyasny Asset Management
164
Balyasny Asset Management
Illinois
$1.86M +$1.9M +18,700 New
BAM
165
Blueshift Asset Management
New Jersey
$1.86M +$1.9M +18,700 New
FAF
166
Fjarde Ap-fonden
Sweden
$1.83M -$335K -3,300 -15%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$1.82M +$1.18M +11,592 +174%
HighTower Advisors
168
HighTower Advisors
Illinois
$1.81M +$801K +7,905 +76%
FAF
169
Första AP-fonden
Sweden
$1.79M -$628K -6,200 -26%
Teacher Retirement System of Texas
170
Teacher Retirement System of Texas
Texas
$1.76M +$96.8K +955 +6%
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$1.76M +$64.7K +638 +4%
NIPH
172
NN Investment Partners Holdings
Netherlands
$1.75M -$37.7K -372 -2%
TRCT
173
Tower Research Capital (TRC)
New York
$1.74M +$806K +7,950 +83%
Neuberger Berman Group
174
Neuberger Berman Group
New York
$1.71M -$19.8M -195,077 -92%
FGIM
175
First Growth Investment Manager
California
$1.69M +$583K +5,750 +51%

AVLR Hedge Fund Activity: Q1 2022 in Review

409 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q1 2022, worth a combined $7.9B — down 24% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of AVLR and 66 opened new positions — a net loss of 10 holders — while 134 trimmed existing stakes and 168 added.

The largest buyer was Meritage Group, opening a new position worth an estimated $186M. The largest seller was T. Rowe Price Associates, cutting an estimated $255M.

  • 409 institutional investors held Avalara, Inc. (AVLR) as of Q1 2022, down from 423 in Q4 2021.
  • Funds reported $7.9B of Avalara, Inc. stock for Q1 2022, down 24% quarter-over-quarter.
  • 66 funds opened new Avalara, Inc. positions in Q1 2022 and 76 closed out, a net change of -10 holders.
  • The largest Avalara, Inc. buyer in Q1 2022 was Meritage Group, an estimated $186M added.
  • The largest Avalara, Inc. seller in Q1 2022 was T. Rowe Price Associates, an estimated $255M sold.

Based on aggregated 13F filings for Q1 2022.