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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.04B +$307M +3,118,987 +67%
Vanguard Group
2
Vanguard Group
Pennsylvania
$908M +$95.9M +976,041 +17%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$708M -$105M -1,073,209 -17%
BlackRock
4
BlackRock
New York
$695M +$185M +1,883,570 +56%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$454M +$15.7M +159,681 +5%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$345M +$19.7M +200,000 +8%
FAM
7
Fred Alger Management
New York
$314M -$9.67M -98,393 -4%
WRCM
8
Whale Rock Capital Management
Massachusetts
$275M -$7.46M -75,875 -4%
Renaissance Technologies
9
Renaissance Technologies
New York
$271M -$26.2M -266,200 -12%
Franklin Resources
10
Franklin Resources
California
$205M +$100M +1,016,970 +169%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$194M -$5.06M -51,515 -3%
State Street
12
State Street
Massachusetts
$188M +$86.5M +879,497 +164%
TCM
13
Tensile Capital Management
California
$170M -$10.4M -106,300 -8%
Capital Research Global Investors
14
Capital Research Global Investors
California
$165M +$50.3M +511,313 +70%
Invesco
15
Invesco
Georgia
$150M +$13.1M +133,243 +13%
AllianceBernstein
16
AllianceBernstein
Tennessee
$137M -$43.5M -442,340 -30%
WA
17
Wasatch Advisors
Utah
$137M +$24.2M +245,883 +31%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$116M +$14.7M +149,465 +21%
First Trust Advisors
19
First Trust Advisors
Illinois
$103M +$18M +183,189 +31%
Wells Fargo
20
Wells Fargo
California
$101M -$20.2M -205,310 -21%
Artisan Partners
21
Artisan Partners
Wisconsin
$99.2M +$3.78M +38,426 +5%
TCM
22
TimesSquare Capital Management
New York
$98M -$49.3M -501,615 -41%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$95.1M +$13.9M +141,699 +25%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$94.1M +$18M +182,781 +35%
Macquarie Group
25
Macquarie Group
Australia
$84.9M +$3.19M +32,470 +5%

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.