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AvidXchange
AVDX

Overview Fund Activity

113 hedge funds and large institutions have $844M invested in AvidXchange in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+13
Holders Change %
+13%
% of All Funds
1.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
37
Increased
36
Reduced
25
Closed
21
Calls
$1.54M
Puts
$548K
Net Calls
+$992K
Net Calls Change
+$1.85M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$68M
2
BlackRock
2
BlackRock
New York
$62.7M
3
BFO
3
Biltmore Family Office
North Carolina
$23M
4
Millennium Management
4
Millennium Management
New York
$19.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.2M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$3.83M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$8.56M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$65.6M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$2.9M
5
Franklin Resources
5
Franklin Resources
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$6.6M +$6.24M +1,017,017 +1,773%
Northern Trust
27
Northern Trust
Illinois
$6.57M +$5.2M +846,752 +380%
AA
28
Ancora Advisors
Ohio
$6.56M +$3.8M +618,666 +137%
CFFNO
29
Common Fund For Nonprofit Organizations
Connecticut
$6.5M – – –
Brown Advisory
30
Brown Advisory
Maryland
$4.86M -$321K -52,299 -6%
ASGS
31
Alpha Square Group S
New York
$4.24M – – –
Neuberger Berman Group
32
Neuberger Berman Group
New York
$3.83M -$22.7M -3,699,973 -86%
Citigroup
33
Citigroup
New York
$3.04M +$3.04M +494,301 +39,895%
Federated Hermes
34
Federated Hermes
Pennsylvania
$2.9M -$12.5M -2,028,423 -81%
Charles Schwab
35
Charles Schwab
California
$2.75M +$1.61M +262,588 +142%
KeyBank National Association
36
KeyBank National Association
Ohio
$2.43M -$2.43M -395,288 -50%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$2.31M +$2.16M +352,056 +1,455%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$1.87M -$1.06M -173,178 -36%
BCM
39
BlueMar Capital Management
Florida
$1.37M -$69.7K -11,343 -5%
HAFS
40
Hapanowicz & Associates Financial Services
Pennsylvania
$1.27M +$1.27M +206,912 New
GCM
41
Ghisallo Capital Management
Massachusetts
$1.15M -$1.15M -187,500 -50%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.05M +$890K +144,914 +571%
CWC
43
Carolinas Wealth Consulting
North Carolina
$996K – – –
FCM
44
FJ Capital Management
Virginia
$941K +$636K +103,377 +208%
PP
45
PDT Partners
New York
$938K +$938K +152,847 New
Holocene Advisors
46
Holocene Advisors
New York
$928K +$928K +151,062 New
Goldman Sachs
47
Goldman Sachs
New York
$900K -$6.45M -1,049,621 -88%
AllianceBernstein
48
AllianceBernstein
Tennessee
$874K +$874K +142,300 New
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$860K +$860K +140,000 New
Marshall Wace
50
Marshall Wace
United Kingdom
$778K +$778K +126,928 New
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