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AvidXchange
AVDX

Overview Fund Activity

155 hedge funds and large institutions have $1.05B invested in AvidXchange in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+23
Holders Change %
+17.42%
% of All Funds
2.48%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
36
Increased
49
Reduced
44
Closed
13
Calls
$2.2M
Puts
$904K
Net Calls
+$1.3M
Net Calls Change
+$1.03M

Top Buyers

1
SM
1
Senvest Management
New York
$45.1M
2
PEP
2
Providence Equity Partners
Rhode Island
$14.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$114M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$27.1M

Top Sellers

1
HP
1
Harbourvest Partners
Massachusetts
$0
2
BFO
2
Biltmore Family Office
North Carolina
$30.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$22.9M
4
BlackRock
4
BlackRock
New York
$78.9M
5
P2P
5
Phase 2 Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$9.82M -$73.3K -9,400 -0.7%
CFFNO
27
Common Fund For Nonprofit Organizations
Connecticut
$8.26M – – –
Charles Schwab
28
Charles Schwab
California
$7.96M +$22.5K +2,888 +0.3%
Morgan Stanley
29
Morgan Stanley
New York
$7.84M +$3.97M +509,367 +103%
Federated Hermes
30
Federated Hermes
Pennsylvania
$6.45M +$6.42M +823,017 +22,214%
Goldman Sachs
31
Goldman Sachs
New York
$6.17M +$480K +61,594 +8%
Bank of America
32
Bank of America
North Carolina
$6.08M +$3.95M +506,593 +185%
ACL
33
Azora Capital LP
Florida
$5.11M +$5.11M +654,707 New
ASGS
34
Alpha Square Group S
New York
$4.42M -$234K -30,000 -5%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$4.41M +$3.62M +464,584 +460%
Luther King Capital Management (LKCM)
36
Luther King Capital Management (LKCM)
Texas
$4.27M +$335K +42,896 +9%
CSS
37
Cubist Systematic Strategies
Connecticut
$4.08M +$2.37M +303,815 +138%
NCGI
38
Next Century Growth Investors
Minnesota
$4.06M +$19.1K +2,452 +0.5%
Norges Bank
39
Norges Bank
Norway
$3.86M +$1.81M +232,600 +89%
Renaissance Technologies
40
Renaissance Technologies
New York
$3.65M +$2.94M +376,400 +409%
HIM
41
Hillsdale Investment Management
Ontario, Canada
$3.36M +$3.36M +430,500 New
KeyBank National Association
42
KeyBank National Association
Ohio
$3.08M – – –
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$3.05M +$3.05M +391,594 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.82M +$2.22M +284,133 +366%
Alyeska Investment Group
45
Alyeska Investment Group
Illinois
$2.73M +$1.44M +185,000 +112%
Brown Advisory
46
Brown Advisory
Maryland
$2.72M -$3.43M -439,333 -56%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$2.66M -$156K -19,957 -6%
BCM
48
BlueMar Capital Management
Florida
$2.41M -$274K -35,096 -10%
Hudson Bay Capital Management
49
Hudson Bay Capital Management
Connecticut
$2.34M +$2.34M +300,000 New
Deutsche Bank
50
Deutsche Bank
Germany
$2.28M +$1.19M +152,612 +109%
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