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AVLR

Avalara, Inc.

Delisted

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

440 hedge funds and large institutions have $12.3B invested in Avalara, Inc. in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 164 increasing their positions, 125 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 44

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

56% more call options, than puts

Call options by funds: $93.9M | Put options by funds: $60M

31% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 125

28% more capital invested

Capital invested by funds: $9.62B → $12.3B (+$2.73B)

15% more funds holding

Funds holding: 381440 (+59)

Holders
440
Holders Change
+59
Holders Change %
+15.49%
% of All Funds
7.79%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
110
Increased
164
Reduced
125
Closed
44
Calls
$93.9M
Puts
$60M
Net Calls
+$33.9M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.22B -$200M -1,252,378 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.22B +$52M +325,243 +5%
BlackRock
3
BlackRock
New York
$1.03B +$60.1M +375,716 +6%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$590M +$6.61M +41,296 +1%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$543M -$123M -768,031 -19%
Franklin Resources
6
Franklin Resources
California
$471M +$105M +654,704 +30%
Alkeon Capital Management
7
Alkeon Capital Management
New York
$434M +$6.47M +40,444 +2%
Morgan Stanley
8
Morgan Stanley
New York
$386M +$367M +2,294,971 +4,751%
FAM
9
Fred Alger Management
New York
$329M -$26.2M -164,007 -8%
Invesco
10
Invesco
Georgia
$275M +$2.64M +16,530 +1%
State Street
11
State Street
Massachusetts
$256M +$452K +2,825 +0.2%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$212M -$2.09M -13,042 -1%
TCM
13
Tensile Capital Management
California
$210M -$12.2M -76,541 -6%
Capital Research Global Investors
14
Capital Research Global Investors
California
$194M +$57.9K +362 +0%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$170M +$56.5M +352,987 +52%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$168M +$10.6M +66,359 +7%
Wells Fargo
17
Wells Fargo
California
$157M +$24.8M +154,716 +19%
PI
18
Putnam Investments
Massachusetts
$151M +$2.11M +13,163 +1%
Ameriprise
19
Ameriprise
Minnesota
$138M +$37.5M +234,534 +39%
Artisan Partners
20
Artisan Partners
Wisconsin
$128M +$2.96M +18,524 +2%
AllianceBernstein
21
AllianceBernstein
Tennessee
$121M -$50.9M -318,070 -30%
Macquarie Group
22
Macquarie Group
Australia
$118M +$12.1M +75,813 +12%
TCM
23
TimesSquare Capital Management
New York
$117M -$20.6M -128,885 -15%
Goldman Sachs
24
Goldman Sachs
New York
$116M +$12.8M +80,234 +13%
WA
25
Wasatch Advisors
Utah
$115M -$64.5M -402,916 -37%

AVLR Hedge Fund Activity: Q4 2020 in Review

440 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q4 2020, worth a combined $12.3B — up 28% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AVLR positions and 44 closed out — a net gain of 66 holders — while 164 added to existing stakes and 125 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $367M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $264M sold.

  • 440 institutional investors held Avalara, Inc. (AVLR) as of Q4 2020, up from 381 in Q3 2020.
  • Funds reported $12.3B of Avalara, Inc. stock for Q4 2020, up 28% quarter-over-quarter.
  • 110 funds opened new Avalara, Inc. positions in Q4 2020 and 44 closed out, a net change of +66 holders.
  • The largest Avalara, Inc. buyer in Q4 2020 was Morgan Stanley, an estimated $367M added.
  • The largest Avalara, Inc. seller in Q4 2020 was Whale Rock Capital Management, an estimated $264M sold.

Based on aggregated 13F filings for Q4 2020.