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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.1B +$113M +892,234 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$902M +$33.9M +267,200 +4%
BlackRock
3
BlackRock
New York
$750M +$84.9M +668,719 +13%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$517M -$160M -1,259,102 -24%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$451M +$16.4M +129,070 +4%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$330M
Franklin Resources
7
Franklin Resources
California
$281M +$74.4M +586,069 +36%
FAM
8
Fred Alger Management
New York
$275M -$25.4M -200,178 -8%
WRCM
9
Whale Rock Capital Management
Massachusetts
$264M +$465K +3,665 +0.2%
Invesco
10
Invesco
Georgia
$210M +$66.5M +523,431 +46%
State Street
11
State Street
Massachusetts
$197M +$16.7M +131,272 +9%
TCM
12
Tensile Capital Management
California
$172M +$9.59M +75,470 +6%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$166M -$19.4M -152,983 -11%
Capital Research Global Investors
14
Capital Research Global Investors
California
$150M -$8.11M -63,883 -5%
WA
15
Wasatch Advisors
Utah
$140M +$9.05M +71,290 +7%
Renaissance Technologies
16
Renaissance Technologies
New York
$138M -$121M -950,100 -47%
AllianceBernstein
17
AllianceBernstein
Tennessee
$134M +$3.16M +24,877 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$121M +$9.82M +77,307 +9%
PI
19
Putnam Investments
Massachusetts
$115M +$115M +904,143 New
TCM
20
TimesSquare Capital Management
New York
$107M +$12.9M +101,245 +14%
Wells Fargo
21
Wells Fargo
California
$102M +$4.82M +37,934 +5%
Artisan Partners
22
Artisan Partners
Wisconsin
$96.4M +$1.45M +11,435 +2%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$86.2M -$3.8M -29,915 -4%
SI
24
SQN Investors
California
$85.6M +$25.6M +201,589 +43%
Macquarie Group
25
Macquarie Group
Australia
$81.2M -$105K -828 -0.1%

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.