We are live on ! Find out more
AVLR

Avalara, Inc.

Delisted

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

340 hedge funds and large institutions have $9.62B invested in Avalara, Inc. in 2020 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 100 increasing their positions, 94 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 45

170% more call options, than puts

Call options by funds: $138M | Put options by funds: $51.1M

91% more capital invested

Capital invested by funds: $5.05B → $9.62B (+$4.57B)

31% more funds holding

Funds holding: 259340 (+81)

6% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 94

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
340
Holders Change
+81
Holders Change %
+31.27%
% of All Funds
6.97%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
128
Increased
100
Reduced
94
Closed
45
Calls
$138M
Puts
$51.1M
Net Calls
+$86.9M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
201
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.21M +$891K +9,063 New
SI
202
Stephens Inc
Arkansas
$1.2M -$488K -4,963 -36%
BDWM
203
Brewin Dolphin Wealth Management
Ireland
$1.19M +$882K +8,969 New
HMS
204
Hanseatic Management Services
New Mexico
$1.18M +$9.54K +97 +1%
Comerica Bank
205
Comerica Bank
Texas
$1.11M -$18K -183 -2%
LSA
206
L & S Advisors
California
$1.1M -$218K -2,220 -21%
CANY
207
Caxton Associates (New York)
New York
$1.08M +$796K +8,100 New
X
208
Xponance
Pennsylvania
$1.06M +$780K +7,935 New
NAM
209
Nissay Asset Management
Japan
$1.04M +$769K +7,826 New
Tudor Investment Corp
210
Tudor Investment Corp
Connecticut
$1.01M -$703K -7,149 -48%
MWNA
211
Marshall Wace North America
New York
$1.01M -$303K -3,081 -29%
QSS
212
Quantitative Systematic Strategies
Florida
$1M +$740K +7,529 New
SO
213
STRS Ohio
Ohio
$986K +$218K +2,213 +43%
HighTower Advisors
214
HighTower Advisors
Illinois
$955K +$127K +1,297 +22%
PAG
215
Private Advisor Group
New Jersey
$948K +$70.8K +720 +11%
SIC
216
Salem Investment Counselors
North Carolina
$938K
PA
217
Paragon Advisors
Texas
$936K +$692K +7,036 New
Nordea Investment Management
218
Nordea Investment Management
Sweden
$920K +$679K +6,908 New
AWM
219
Avitas Wealth Management
California
$848K +$627K +6,374 New
ACS
220
Archford Capital Strategies
Illinois
$835K +$617K +6,277 New
AC
221
Athanor Capital
New York
$833K +$615K +6,257 New
ACM
222
Advisors Capital Management
New Jersey
$816K +$34.8K +354 +6%
MLICM
223
Metropolitan Life Insurance Company (MetLife)
New York
$813K +$278K +2,826 +86%
ORI
224
Oak Ridge Investments
Illinois
$811K +$599K +6,092 New
ACA
225
Atlas Capital Advisors
Wyoming
$799K

AVLR Hedge Fund Activity: Q2 2020 in Review

340 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q2 2020, worth a combined $9.62B — up 91% from $5.05B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new AVLR positions and 45 closed out — a net gain of 83 holders — while 100 added to existing stakes and 94 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $307M. The largest seller was Janus Henderson Group, cutting an estimated $105M.

  • 340 institutional investors held Avalara, Inc. (AVLR) as of Q2 2020, up from 259 in Q1 2020.
  • Funds reported $9.62B of Avalara, Inc. stock for Q2 2020, up 91% quarter-over-quarter.
  • 128 funds opened new Avalara, Inc. positions in Q2 2020 and 45 closed out, a net change of +83 holders.
  • The largest Avalara, Inc. buyer in Q2 2020 was T. Rowe Price Associates, an estimated $307M added.
  • The largest Avalara, Inc. seller in Q2 2020 was Janus Henderson Group, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2020.