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AvidXchange
AVDX

Overview Fund Activity

123 hedge funds and large institutions have $1.2B invested in AvidXchange in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
2.13%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
23
Increased
46
Reduced
25
Closed
13
Calls
$2.64M
Puts
$704K
Net Calls
+$1.93M
Net Calls Change
+$941K

Top Buyers

1
BFO
1
Biltmore Family Office
North Carolina
$70.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$27.7M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$28.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$23.2M

Top Sellers

1
Temasek Holdings
1
Temasek Holdings
Singapore
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$16.6M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$59M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Citigroup
5
Citigroup
New York
$30K
Name Holding Trade Value Shares
Change 		Shares
Change %
P2P
26
Phase 2 Partners
California
$10.9M +$10.9M +1,298,642 New
Northern Trust
27
Northern Trust
Illinois
$10.3M +$1.33M +157,974 +15%
NRCM
28
North Reef Capital Management
California
$9M +$9M +1,068,842 New
AA
29
Ancora Advisors
Ohio
$9M – – –
CFFNO
30
Common Fund For Nonprofit Organizations
Connecticut
$8.92M – – –
Charles Schwab
31
Charles Schwab
California
$8.4M +$4.63M +549,946 +123%
Brown Advisory
32
Brown Advisory
Maryland
$6.78M +$112K +13,262 +2%
ASGS
33
Alpha Square Group S
New York
$5.81M – – –
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$5.53M +$2.96M +352,048 +116%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$5.2M -$60.6K -7,194 -1%
Renaissance Technologies
36
Renaissance Technologies
New York
$3.4M +$3.4M +404,100 New
KeyBank National Association
37
KeyBank National Association
Ohio
$3.33M – – –
Goldman Sachs
38
Goldman Sachs
New York
$3.32M +$2.09M +248,332 +170%
BCM
39
BlueMar Capital Management
Florida
$2.63M +$753K +89,400 +40%
ECM
40
Engle Capital Management
Connecticut
$2.31M +$2.31M +274,294 New
ACL
41
Azora Capital LP
Florida
$2.19M +$2.19M +260,287 New
HAFS
42
Hapanowicz & Associates Financial Services
Pennsylvania
$1.74M – – –
Holocene Advisors
43
Holocene Advisors
New York
$1.59M +$322K +38,225 +25%
CSS
44
Cubist Systematic Strategies
Connecticut
$1.58M +$733K +87,055 +86%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.56M +$127K +15,059 +9%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$1.52M -$1.65M -195,815 -52%
Luther King Capital Management (LKCM)
47
Luther King Capital Management (LKCM)
Texas
$1.52M +$337K +40,000 +29%
CWC
48
Carolinas Wealth Consulting
North Carolina
$1.37M – – –
PCA
49
Personal Capital Advisors
California
$1.3M +$1.3M +154,491 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.25M +$49.7K +5,900 +4%
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