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AVLR

Avalara, Inc.

Delisted

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

381 hedge funds and large institutions have $9.62B invested in Avalara, Inc. in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 155 increasing their positions, 104 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $97.5M | Put options by funds: $46.4M

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

49% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 104

12% more funds holding

Funds holding: 340381 (+41)

0% more capital invested

Capital invested by funds: $9.62B → $9.62B (+$1.38M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
381
Holders Change
+41
Holders Change %
+12.06%
% of All Funds
7.69%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
85
Increased
155
Reduced
104
Closed
43
Calls
$97.5M
Puts
$46.4M
Net Calls
+$51M
Net Calls Change
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
201
Paloma Partners
Connecticut
$1.39M +$1.38M +10,900 New
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$1.39M
DnB Asset Management
203
DnB Asset Management
Norway
$1.38M +$1.37M +10,818 New
BDWM
204
Brewin Dolphin Wealth Management
Ireland
$1.36M +$221K +1,739 +19%
Principal Financial Group
205
Principal Financial Group
Iowa
$1.33M -$131K -1,033 -9%
LSA
206
L & S Advisors
California
$1.29M +$237K +1,869 +23%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$1.27M
PCM
208
Pentwater Capital Management
Florida
$1.27M +$1.27M +10,000 New
S
209
Seeyond
France
$1.25M +$812K +6,397 +187%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$1.23M -$983K -7,737 -44%
MML Investors Services
211
MML Investors Services
Massachusetts
$1.22M +$1.22M +9,568 New
B
212
Bailard
California
$1.21M -$433K -3,413 -26%
PA
213
Paragon Advisors
Texas
$1.12M +$226K +1,782 +25%
AG
214
Aperio Group
California
$1.11M +$410K +3,231 +59%
ORI
215
Oak Ridge Investments
Illinois
$1.11M +$334K +2,629 +43%
X
216
Xponance
Pennsylvania
$1.1M +$86.2K +679 +9%
NAM
217
Nissay Asset Management
Japan
$1.08M +$81.2K +639 +8%
FAAS
218
First Allied Advisory Services
California
$1.07M +$1.07M +8,397 New
SIC
219
Salem Investment Counselors
North Carolina
$1.06M +$163K +1,285 +18%
SO
220
STRS Ohio
Ohio
$1.01M +$70.7K +557 +8%
Wolverine Trading
221
Wolverine Trading
Illinois
$1.01M +$972K +7,652 New
DCM
222
Driehaus Capital Management
Illinois
$968K -$279K -2,200 -22%
CAMG
223
CWA Asset Management Group
Florida
$949K +$521K +4,101 +122%
SI
224
Stephens Inc
Arkansas
$938K -$210K -1,652 -18%
ACM
225
Advisors Capital Management
New Jersey
$937K +$155K +1,221 +20%

AVLR Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q3 2020, worth a combined $9.62B — up 0.01% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AVLR positions and 43 closed out — a net gain of 42 holders — while 155 added to existing stakes and 104 trimmed.

The largest buyer was Putnam Investments, opening a new position worth an estimated $115M. The largest seller was Janus Henderson Group, cutting an estimated $160M.

  • 381 institutional investors held Avalara, Inc. (AVLR) as of Q3 2020, up from 340 in Q2 2020.
  • Funds reported $9.62B of Avalara, Inc. stock for Q3 2020, up 0.01% quarter-over-quarter.
  • 85 funds opened new Avalara, Inc. positions in Q3 2020 and 43 closed out, a net change of +42 holders.
  • The largest Avalara, Inc. buyer in Q3 2020 was Putnam Investments, an estimated $115M added.
  • The largest Avalara, Inc. seller in Q3 2020 was Janus Henderson Group, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2020.