We are live on ! Find out more
AVLR

Avalara, Inc.

Delisted

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

259 hedge funds and large institutions have $5.05B invested in Avalara, Inc. in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 86 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $28.6M | Put options by funds: $14.4M

22% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 86

10% more capital invested

Capital invested by funds: $4.6B → $5.05B (+$450M)

4% less funds holding

Funds holding: 271259 (-12)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

Holders
259
Holders Change
-12
Holders Change %
-4.43%
% of All Funds
5.71%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
52
Increased
105
Reduced
86
Closed
61
Calls
$28.6M
Puts
$14.4M
Net Calls
+$14.2M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
$431K +$146K +1,796 +44%
GAM
202
Gotham Asset Management
New York
$401K -$126K -1,549 -22%
TAM
203
Tocqueville Asset Management
New York
$388K +$424K +5,200 New
SO
204
STRS Ohio
Ohio
$387K -$47.3K -580 -10%
BSW
205
Buckingham Strategic Wealth
Missouri
$372K
AIP
206
Ameritas Investment Partners
Nebraska
$358K
SF
207
Synovus Financial
Georgia
$353K +$26.2K +321 +7%
IC
208
IEQ Capital
California
$320K +$86.8K +1,065 +33%
CMI
209
Clare Market Investments
Texas
$317K -$1.22K -15 -0.4%
VWM
210
Vigilare Wealth Management
Arizona
$311K +$100K +1,230 +42%
PIA
211
Piedmont Investment Advisors
North Carolina
$308K +$55.8K +684 +20%
CWM
212
CCG Wealth Management
California
$302K -$1.06M -13,033 -76%
AR
213
Advisory Research
Illinois
$300K +$59.9K +735 +22%
Skandinaviska Enskilda Banken (SEB)
214
Skandinaviska Enskilda Banken (SEB)
Sweden
$261K
PP
215
Paloma Partners
Connecticut
$253K -$1.28M -15,744 -82%
MLICM
216
Metropolitan Life Insurance Company (MetLife)
New York
$245K -$8.48K -104 -3%
AG
217
Aperio Group
California
$231K +$253K +3,098 New
Walleye Trading
218
Walleye Trading
New York
$231K +$253K +3,101 New
VIA
219
Vident Investment Advisory
Georgia
$229K +$250K +3,072 New
Commonwealth Equity Services
220
Commonwealth Equity Services
Massachusetts
$229K +$251K +3,077 New
MIH
221
Meitav Investment House
Israel
$225K -$71.1K -872 -22%
FBT
222
First Bank & Trust
South Dakota
$208K +$74.3K +911 +49%
Canada Pension Plan Investment Board
223
Canada Pension Plan Investment Board
Ontario, Canada
$206K -$9.95M -122,017 -98%
Prudential Financial
224
Prudential Financial
New Jersey
$206K -$12.1K -149 -5%
CGL
225
Clarius Group LLC
Washington
$200K -$218K -2,677 -50%

AVLR Hedge Fund Activity: Q1 2020 in Review

259 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q1 2020, worth a combined $5.05B — up 9.8% from $4.6B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AVLR and 52 opened new positions — a net loss of 9 holders — while 86 trimmed existing stakes and 105 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $264M. The largest seller was Fred Alger Management, cutting an estimated $44.6M.

  • 259 institutional investors held Avalara, Inc. (AVLR) as of Q1 2020, down from 271 in Q4 2019.
  • Funds reported $5.05B of Avalara, Inc. stock for Q1 2020, up 9.8% quarter-over-quarter.
  • 52 funds opened new Avalara, Inc. positions in Q1 2020 and 61 closed out, a net change of -9 holders.
  • The largest Avalara, Inc. buyer in Q1 2020 was T. Rowe Price Associates, an estimated $264M added.
  • The largest Avalara, Inc. seller in Q1 2020 was Fred Alger Management, an estimated $44.6M sold.

Based on aggregated 13F filings for Q1 2020.