Avalara, Inc.
AVLR
AVLR was delisted on the 18th of October, 2022.
423 hedge funds and large institutions have $10.4B invested in Avalara, Inc. in 2021 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 153 increasing their positions, 130 reducing their positions, and 53 closing their positions.
70% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 53
18% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 130
8% more funds holding
Funds holding: 391 → 423 (+32)
2% less call options, than puts
Call options by funds: $59.3M | Put options by funds: $60.6M
25% less capital invested
Capital invested by funds: $13.9B → $10.4B (-$3.51B)
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$237M |
| 2 |
Parnassus Investments
San Francisco,
California
|
+$211M |
| 3 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
+$104M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$82.7M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$58.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$340M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$255M |
| 3 |
Morgan Stanley
New York
|
-$213M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$132M |
| 5 |
JP Morgan Chase
New York
|
-$103M |
AVLR Hedge Fund Activity: Q4 2021 in Review
423 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q4 2021, worth a combined $10.4B — down 25% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new AVLR positions and 53 closed out — a net gain of 37 holders — while 153 added to existing stakes and 130 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $237M. The largest seller was T. Rowe Price Associates, cutting an estimated $340M.
- 423 institutional investors held Avalara, Inc. (AVLR) as of Q4 2021, up from 391 in Q3 2021.
- Funds reported $10.4B of Avalara, Inc. stock for Q4 2021, down 25% quarter-over-quarter.
- 90 funds opened new Avalara, Inc. positions in Q4 2021 and 53 closed out, a net change of +37 holders.
- The largest Avalara, Inc. buyer in Q4 2021 was Wellington Management Group, an estimated $237M added.
- The largest Avalara, Inc. seller in Q4 2021 was T. Rowe Price Associates, an estimated $340M sold.
Based on aggregated 13F filings for Q4 2021.