We are live on ! Find out more
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
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$2.34M
Twin Tree Management
177
Twin Tree Management
Texas
$2.31M +$1.99M +14,299 New
TA
178
Tiedemann Advisors
New York
$2.28M -$5.71K -41 -0.3%
SCM
179
Silvant Capital Management
Georgia
$2.28M -$33.5K -240 -2%
Handelsbanken Fonder
180
Handelsbanken Fonder
Sweden
$2.25M -$13.9K -100 -0.7%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$2.22M +$1.51M +10,812 +369%
FAF
182
Första AP-fonden
Sweden
$2.22M +$1.91M +13,700 New
Cetera Investment Advisers
183
Cetera Investment Advisers
Illinois
$2.15M +$1.32M +9,438 +245%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$2.12M +$1.47M +10,521 +409%
FGIM
185
First Growth Investment Manager
California
$2.1M +$558K +4,000 +44%
GIBU
186
Gulf International Bank (UK)
United Kingdom
$2.08M -$19.5K -140 -1%
CRC
187
Curi RMB Capital
Illinois
$2.04M +$1.06M +7,589 +150%
PMAM
188
Picton Mahoney Asset Management
Ontario, Canada
$2.04M +$1.76M +12,620 New
SIC
189
Salem Investment Counselors
North Carolina
$2.04M +$55.8K +400 +3%
Skandinaviska Enskilda Banken (SEB)
190
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.02M +$182K +1,306 +12%
BNP Paribas Financial Markets
191
BNP Paribas Financial Markets
France
$2M -$759K -5,449 -31%
KFBMI
192
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.94M
BAM
193
Bullseye Asset Management
Colorado
$1.93M
D.E. Shaw & Co
194
D.E. Shaw & Co
New York
$1.89M -$7.48M -53,697 -82%
SAM
195
Silvercrest Asset Management
New York
$1.89M +$382K +2,743 +31%
Toronto Dominion Bank
196
Toronto Dominion Bank
Ontario, Canada
$1.87M +$94.1K +675 +6%
Ensign Peak Advisors
197
Ensign Peak Advisors
Utah
$1.85M
JMPWA
198
JP Morgan Private Wealth Advisors
California
$1.84M +$1.1M +7,875 +224%
Principal Financial Group
199
Principal Financial Group
Iowa
$1.83M +$282K +2,021 +22%
DnB Asset Management
200
DnB Asset Management
Norway
$1.82M -$37.6K -270 -2%

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.