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AvidXchange
AVDX

Overview Fund Activity

186 hedge funds and large institutions have $2.05B invested in AvidXchange in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
2.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
43
Increased
64
Reduced
48
Closed
25
Calls
$9.83M
Puts
$2.24M
Net Calls
+$7.59M
Net Calls Change
+$6.43M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$148M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$54.3M
3
GF
3
Greenhouse Funds
Maryland
$32.7M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$34.5M
5
BlackRock
5
BlackRock
New York
$145M

Top Sellers

1
SM
1
Senvest Management
New York
$120M
2
BCVI
2
Bain Capital Venture Investors
Massachusetts
$144M
3
SCA
3
Southpoint Capital Advisors
New York
$0
4
Millennium Management
4
Millennium Management
New York
$31.2M
5
TM
5
Tikvah Management
North Carolina
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$23.3M +$4.61M +372,291 +25%
TCM
27
TimesSquare Capital Management
New York
$22.9M -$1.93M -156,151 -8%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$22.1M +$4.37M +352,540 +25%
Northern Trust
29
Northern Trust
Illinois
$20.5M +$2.62M +211,845 +15%
American Century Companies
30
American Century Companies
Missouri
$20.4M +$4.86M +392,462 +31%
TM
31
Tikvah Management
North Carolina
$17.6M -$10.7M -865,980 -38%
Charles Schwab
32
Charles Schwab
California
$16M +$291K +23,506 +2%
Ameriprise
33
Ameriprise
Minnesota
$15.2M +$247K +19,956 +2%
AI
34
Aperture Investors
New York
$15.1M -$4.63M -373,900 -23%
AIM
35
ARK Investment Management
Florida
$13.7M +$1.26M +101,878 +10%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$11.9M +$11.9M +963,358 New
Federated Hermes
37
Federated Hermes
Pennsylvania
$11.8M -$3.66M -295,776 -24%
GIP
38
Granite Investment Partners
California
$8.95M +$8.95M +722,281 New
CFM
39
Coronation Fund Managers
South Africa
$8.67M +$2.58M +207,873 +42%
Luther King Capital Management (LKCM)
40
Luther King Capital Management (LKCM)
Texas
$8.43M +$56.7K +4,576 +0.7%
CFFNO
41
Common Fund For Nonprofit Organizations
Connecticut
$7.87M -$2.62M -211,851 -25%
GC
42
Gillson Capital
Illinois
$7.68M +$6.89M +556,066 +871%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$7.32M -$126K -10,142 -2%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$7.21M -$6.84M -552,376 -49%
Goldman Sachs
45
Goldman Sachs
New York
$7.02M -$240K -19,402 -3%
Renaissance Technologies
46
Renaissance Technologies
New York
$6.99M -$8.46M -683,200 -55%
UBS Group
47
UBS Group
Switzerland
$6.8M +$5.54M +446,949 +438%
ASGS
48
Alpha Square Group S
New York
$6.53M -$248K -20,000 -4%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$6.23M +$6.06M +488,800 +3,517%
Bank of America
50
Bank of America
North Carolina
$5.76M -$84K -6,782 -1%
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