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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
BAM
176
Blueshift Asset Management
New Jersey
$505K +$607K +7,501 New
IWS
177
Insight Wealth Strategies
California
$502K +$603K +7,457 New
PAG
178
Private Advisor Group
New Jersey
$498K +$79.5K +983 +15%
AC
179
Athanor Capital
New York
$464K +$558K +6,900 New
Group One Trading
180
Group One Trading
Illinois
$444K +$492K +6,087 +1,203%
C
181
Cerebellum
California
$443K +$532K +6,583 New
CC
182
Centiva Capital
New York
$440K +$529K +6,534 New
State of Wisconsin Investment Board
183
State of Wisconsin Investment Board
Wisconsin
$438K +$34.9K +432 +7%
OSIA
184
O'Shares Investment Advisers
Massachusetts
$431K +$518K +6,398 New
BM
185
Brandywine Managers
Delaware
$424K +$510K +6,305 New
NIT
186
NumerixS Investment Technologies
British Columbia, Canada
$416K +$120K +1,480 +31%
Aberdeen Group
187
Aberdeen Group
United Kingdom
$412K +$495K +6,118 New
Principal Financial Group
188
Principal Financial Group
Iowa
$405K -$91.4K -1,130 -16%
B
189
Bailard
California
$405K
DCM
190
Driehaus Capital Management
Illinois
$404K +$485K +6,000 New
AIP
191
Ameritas Investment Partners
Nebraska
$390K
OAM
192
Oppenheimer Asset Management
New York
$368K -$5.18K -64 -1%
SP
193
Symmetry Partners
Connecticut
$368K +$443K +5,473 New
CGL
194
Clarius Group LLC
Washington
$360K -$433K -5,350 -50%
BC
195
Brinker Capital
Pennsylvania
$350K +$420K +5,197 New
BSW
196
Buckingham Strategic Wealth
Missouri
$335K -$511K -6,314 -56%
SB
197
Suntrust Banks
Georgia
$327K +$393K +4,861 New
Citigroup
198
Citigroup
New York
$320K +$58.7K +726 +18%
SMFS
199
Squar Milner Financial Services
California
$308K +$193K +2,384 +7,690%
MIH
200
Meitav Investment House
Israel
$276K -$129K -1,593 -30%

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.