AVDX icon

AvidXchange
AVDX

Overview Fund Activity

193 hedge funds and large institutions have $2.15B invested in AvidXchange in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
34
Increased
73
Reduced
57
Closed
25
Calls
$28.9M
Puts
$1.65M
Net Calls
+$27.3M
Net Calls Change
+$19.7M

Top Buyers

1
GF
Greenhouse Funds
Maryland
+$24M
2
Jennison Associates
Jennison Associates
New York
+$23.8M
3
KCM
Kodai Capital Management
Illinois
+$18.7M
4
American Century Companies
American Century Companies
Missouri
+$16.9M
5
NRCM
North Reef Capital Management
California
+$13.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$110M
2
BCVI
Bain Capital Venture Investors
Massachusetts
-$32.9M
3
Ameriprise
Ameriprise
Minnesota
-$10.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$8M
5
CFFNO
Common Fund For Nonprofit Organizations
Connecticut
-$7.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
TimesSquare Capital Management
New York
$25.9M +$1.64M +124,988 +7%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$24.4M -$244K -18,555 -1%
NAMA
28
Nikko Asset Management Americas
New York
$24.1M -$549K -41,786 -2%
Jennison Associates
29
Jennison Associates
New York
$23.8M +$23.8M +1,809,884 New
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$23.3M -$112K -8,481 -0.5%
Northern Trust
31
Northern Trust
Illinois
$23.1M +$1.31M +99,568 +6%
KCM
32
Kodai Capital Management
Illinois
$20.8M +$18.7M +1,419,099 +873%
AI
33
Aperture Investors
New York
$20.3M +$4.28M +325,119 +27%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$19.7M +$7.07M +537,466 +56%
Charles Schwab
35
Charles Schwab
California
$17.2M +$293K +22,314 +2%
AIM
36
ARK Investment Management
Florida
$15.4M +$805K +61,221 +6%
Voloridge Investment Management
37
Voloridge Investment Management
Florida
$14M +$6.36M +483,837 +83%
Deutsche Bank
38
Deutsche Bank
Germany
$13.7M +$8.32M +633,020 +156%
GIP
39
Granite Investment Partners
California
$13.3M +$3.76M +285,619 +40%
Goldman Sachs
40
Goldman Sachs
New York
$13.2M +$5.79M +440,469 +78%
Renaissance Technologies
41
Renaissance Technologies
New York
$13M +$5.59M +425,300 +75%
TM
42
Tikvah Management
North Carolina
$12.9M -$5.77M -439,000 -31%
Federated Hermes
43
Federated Hermes
Pennsylvania
$11.6M -$985K -74,934 -8%
ACL
44
Azora Capital LP
Florida
$11.4M +$8.26M +627,994 +261%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$11.3M +$11.3M +858,624 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$10M +$2.26M +171,575 +29%
CFM
47
Coronation Fund Managers
South Africa
$9.84M +$642K +48,831 +7%
Luther King Capital Management (LKCM)
48
Luther King Capital Management (LKCM)
Texas
$9.07M +$129K +9,781 +1%
Prudential Financial
49
Prudential Financial
New Jersey
$8.93M +$8.79M +668,625 +6,258%
Bank of America
50
Bank of America
North Carolina
$8.03M +$1.91M +145,430 +31%
1
2
3 4 5