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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
Principal Financial Group
201
Principal Financial Group
Iowa
$450K +$9.37K +129 +2%
SP
202
Symmetry Partners
Connecticut
$429K +$27.9K +384 +7%
SO
203
STRS Ohio
Ohio
$423K +$216K +2,968 +106%
Wellington Management Group
204
Wellington Management Group
Massachusetts
$404K +$401K +5,526 New
AG
205
Advisor Group
Arizona
$390K -$1.7M -23,366 -81%
OAM
206
Oppenheimer Asset Management
New York
$389K -$12.1K -166 -3%
BSW
207
Buckingham Strategic Wealth
Missouri
$365K
Jane Street
208
Jane Street
New York
$364K -$935K -12,871 -72%
C
209
Cerebellum
California
$362K -$119K -1,638 -25%
AGM
210
Alpine Global Management
New York
$353K +$350K +4,817 New
AIP
211
Ameritas Investment Partners
Nebraska
$351K -$72.6K -1,000 -17%
GCP
212
GSA Capital Partners
United Kingdom
$334K +$331K +4,553 New
SF
213
Synovus Financial
Georgia
$324K +$62.3K +857 +24%
ACM
214
Advisors Capital Management
New Jersey
$316K +$313K +4,311 New
CMI
215
Clare Market Investments
Texas
$312K +$310K +4,265 New
HighTower Advisors
216
HighTower Advisors
Illinois
$300K +$17.2K +237 +6%
MCC
217
Malaga Cove Capital
California
$300K +$297K +4,090 New
MIH
218
Meitav Investment House
Israel
$285K +$11.5K +159 +4%
Allianz Asset Management
219
Allianz Asset Management
Germany
$274K -$4.21K -58 -2%
SM
220
Sciencast Management
New Jersey
$272K +$238K +3,271 New
Russell Investments Group
221
Russell Investments Group
United Kingdom
$271K +$121K +1,669 +82%
VWM
222
Vigilare Wealth Management
Arizona
$256K +$213K +2,935 New
Skandinaviska Enskilda Banken (SEB)
223
Skandinaviska Enskilda Banken (SEB)
Sweden
$256K +$254K +3,500 New
PIA
224
Piedmont Investment Advisors
North Carolina
$253K +$7.92K +109 +3%
MLICM
225
Metropolitan Life Insurance Company (MetLife)
New York
$248K +$145 +2 +0.1%

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.