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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$415M +$28.6M +393,623 +7%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$396M +$83.5M +1,149,766 +27%
BlackRock
3
BlackRock
New York
$241M -$126K -1,730 -0.1%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$229M +$4.06M +55,883 +2%
FAM
5
Fred Alger Management
New York
$220M -$30.2M -415,839 -12%
Renaissance Technologies
6
Renaissance Technologies
New York
$186M +$5.73M +78,901 +3%
WRCM
7
Whale Rock Capital Management
Massachusetts
$151M -$63M -867,039 -30%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$148M +$6.58M +90,586 +5%
Alkeon Capital Management
9
Alkeon Capital Management
New York
$147M -$94.9M -1,306,600 -39%
AllianceBernstein
10
AllianceBernstein
Tennessee
$115M -$17.6M -241,793 -13%
TCM
11
TimesSquare Capital Management
New York
$114M -$13M -179,190 -10%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$104M +$85.6M +1,178,113 +497%
Morgan Stanley
13
Morgan Stanley
New York
$101M +$1.85M +25,438 +2%
TCM
14
Tensile Capital Management
California
$97.5M +$8.53M +117,368 +10%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$90.2M +$13M +179,439 +17%
DAM
16
Dorsey Asset Management
Illinois
$90.2M +$20.6M +283,200 +30%
Capital World Investors
17
Capital World Investors
California
$85.4M -$10.9M -150,000 -11%
Wells Fargo
18
Wells Fargo
California
$63.7M +$8.76M +120,668 +16%
JP Morgan Chase
19
JP Morgan Chase
New York
$63M +$21.5M +295,385 +52%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$50.4M +$278K +3,822 +0.6%
First Trust Advisors
21
First Trust Advisors
Illinois
$49.5M -$14.7M -201,983 -23%
US Bancorp
22
US Bancorp
Minnesota
$47.7M +$4.72K +65 +0%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$47.5M -$10.9M -150,000 -19%
BAWC
24
Black-and-white Capital
California
$46.3M +$160K +2,200 +0.3%
Artisan Partners
25
Artisan Partners
Wisconsin
$45.2M +$15.5M +212,754 +53%

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.