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AvidXchange
AVDX

Overview Fund Activity

185 hedge funds and large institutions have $2.07B invested in AvidXchange in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
2.69%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
29
Increased
76
Reduced
54
Closed
34
Calls
$7.9M
Puts
$345K
Net Calls
+$7.56M
Net Calls Change
-$19.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.5M
2
GF
2
Greenhouse Funds
Maryland
$78.3M
3
ACL
3
Azora Capital LP
Florida
$32.5M
4
BlackRock
4
BlackRock
New York
$157M
5
American Century Companies
5
American Century Companies
Missouri
$54.5M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$49.4M
2
CFM
2
Coronation Fund Managers
South Africa
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.69M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$4.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$286K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jennison Associates
26
Jennison Associates
New York
$28.9M +$7.12M +590,378 +33%
TCM
27
TimesSquare Capital Management
New York
$28M +$4.2M +348,061 +18%
KCM
28
Kodai Capital Management
Illinois
$26.5M +$7.46M +618,725 +39%
TCG
29
Tremblant Capital Group
Florida
$26.2M +$72K +5,971 +0.3%
UE
30
Unisphere Establishment
Liechtenstein
$24.6M – – –
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$22M +$564K +46,791 +3%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$21.4M +$3.32M +274,873 +18%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$20.6M -$1.83M -151,764 -8%
Northern Trust
34
Northern Trust
Illinois
$20.5M -$661K -54,811 -3%
NAMA
35
Nikko Asset Management Americas
New York
$20.3M -$1.83M -151,764 -8%
Charles Schwab
36
Charles Schwab
California
$17.1M +$1.25M +103,625 +8%
AI
37
Aperture Investors
New York
$15.1M -$3.6M -298,811 -19%
AIM
38
ARK Investment Management
Florida
$11.9M -$2.18M -180,643 -15%
Deutsche Bank
39
Deutsche Bank
Germany
$11.9M -$659K -54,637 -5%
TM
40
Tikvah Management
North Carolina
$11.9M – – –
GIP
41
Granite Investment Partners
California
$10.8M -$1.36M -112,673 -11%
Federated Hermes
42
Federated Hermes
Pennsylvania
$10.6M -$12.3K -1,023 -0.1%
Bank of America
43
Bank of America
North Carolina
$9.2M +$1.84M +152,471 +25%
Renaissance Technologies
44
Renaissance Technologies
New York
$9.19M -$2.74M -227,200 -23%
Luther King Capital Management (LKCM)
45
Luther King Capital Management (LKCM)
Texas
$8.46M +$145K +12,025 +2%
Goldman Sachs
46
Goldman Sachs
New York
$8.26M -$3.89M -322,447 -32%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
47
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.01M +$4.12M +341,300 +142%
ASGS
48
Alpha Square Group S
New York
$6.95M +$603K +50,000 +9%
Lazard Asset Management
49
Lazard Asset Management
New York
$6.7M -$287K -23,776 -4%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.35M +$1.7M +141,256 +37%
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