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AVLR

Avalara, Inc.

Delisted

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

402 hedge funds and large institutions have $12.5B invested in Avalara, Inc. in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 182 increasing their positions, 115 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $96.4M | Put options by funds: $44M

58% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 115

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more capital invested

Capital invested by funds: $10.1B → $12.5B (+$2.4B)

0% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 60

0% less funds holding

Funds holding: 403402 (-1)

Holders
402
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
7%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
60
Increased
182
Reduced
115
Closed
60
Calls
$96.4M
Puts
$44M
Net Calls
+$52.4M
Net Calls Change
+$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.22B +$169K +1,215 +0%
BlackRock
2
BlackRock
New York
$1.12B -$52.5M -376,681 -5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$890M -$33.4M -239,762 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$826M +$281M +2,018,088 +65%
Franklin Resources
5
Franklin Resources
California
$545M +$20.4M +146,189 +5%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$522M -$14.6M -104,780 -3%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$506M +$10.8M +77,709 +3%
Alkeon Capital Management
8
Alkeon Capital Management
New York
$441M +$12.1M +87,140 +3%
FAM
9
Fred Alger Management
New York
$335M -$19.7M -141,085 -6%
Morgan Stanley
10
Morgan Stanley
New York
$305M +$5.98M +42,894 +2%
State Street
11
State Street
Massachusetts
$279M +$29.9M +214,856 +14%
Invesco
12
Invesco
Georgia
$278M +$35.6M +255,496 +17%
Ameriprise
13
Ameriprise
Minnesota
$249M +$83.6M +600,021 +64%
Wells Fargo
14
Wells Fargo
California
$235M +$33.7M +241,773 +20%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$204M -$3.18M -22,836 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$201M -$34.4M -246,755 -17%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$163M -$6M -43,042 -4%
Bank of America
18
Bank of America
North Carolina
$163M +$34M +243,757 +32%
TCM
19
Tensile Capital Management
California
$156M -$21M -150,700 -14%
Capital Research Global Investors
20
Capital Research Global Investors
California
$136M -$7.62M -54,697 -6%
Macquarie Group
21
Macquarie Group
Australia
$130M +$34.3M +246,263 +44%
Artisan Partners
22
Artisan Partners
Wisconsin
$128M -$432K -3,102 -0.4%
RP
23
Riverbridge Partners
Minnesota
$122M +$71.1M +509,896 +207%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$119M +$63M +451,803 +158%
Goldman Sachs
25
Goldman Sachs
New York
$117M +$12.3M +88,147 +14%

AVLR Hedge Fund Activity: Q2 2021 in Review

402 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q2 2021, worth a combined $12.5B — up 24% from $10.1B a quarter earlier.

Fund positioning in AVLR was balanced in Q2 2021: 60 funds opened new positions, 60 closed out, 182 added to existing stakes and 115 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $281M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $66.6M sold.

  • 402 institutional investors held Avalara, Inc. (AVLR) as of Q2 2021, down from 403 in Q1 2021.
  • Funds reported $12.5B of Avalara, Inc. stock for Q2 2021, up 24% quarter-over-quarter.
  • 60 funds opened new Avalara, Inc. positions in Q2 2021 and 60 closed out, a net change of 0 holders.
  • The largest Avalara, Inc. buyer in Q2 2021 was Wellington Management Group, an estimated $281M added.
  • The largest Avalara, Inc. seller in Q2 2021 was Renaissance Technologies, an estimated $66.6M sold.

Based on aggregated 13F filings for Q2 2021.