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
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$477M +$80.4M +986,344 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$436M +$14.9M +183,389 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$348M +$264M +3,243,505 +229%
BlackRock
4
BlackRock
New York
$249M +$3.6M +44,211 +1%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$243M +$10.2M +124,823 +4%
FAM
6
Fred Alger Management
New York
$183M -$44.6M -546,895 -18%
Alkeon Capital Management
7
Alkeon Capital Management
New York
$178M +$31M +380,000 +19%
Renaissance Technologies
8
Renaissance Technologies
New York
$172M -$19.5M -239,700 -9%
WRCM
9
Whale Rock Capital Management
Massachusetts
$160M +$6.51M +79,860 +4%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$112M -$42.1M -516,088 -26%
AllianceBernstein
11
AllianceBernstein
Tennessee
$110M -$8.23M -100,961 -6%
TCM
12
Tensile Capital Management
California
$103M +$4.18M +51,315 +4%
TCM
13
TimesSquare Capital Management
New York
$92.3M -$26.3M -322,805 -21%
Invesco
14
Invesco
Georgia
$74.1M +$31.3M +384,439 +63%
Wells Fargo
15
Wells Fargo
California
$72.1M +$7.98M +97,951 +11%
Capital World Investors
16
Capital World Investors
California
$72.1M -$16.3M -200,000 -17%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$71.3M -$22.5M -275,805 -22%
Morgan Stanley
18
Morgan Stanley
New York
$69.1M -$36.8M -451,479 -33%
WA
19
Wasatch Advisors
Utah
$58.4M +$63.8M +782,678 New
Capital Research Global Investors
20
Capital Research Global Investors
California
$54.4M +$59.4M +728,583 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$54M +$2.95M +36,132 +5%
Artisan Partners
22
Artisan Partners
Wisconsin
$52.8M +$7.4M +90,740 +15%
DAM
23
Dorsey Asset Management
Illinois
$51.6M -$44M -540,305 -44%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$48.3M +$28.2M +345,923 +115%
JP Morgan Chase
25
JP Morgan Chase
New York
$48.2M -$17.4M -213,951 -25%

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.