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AvidXchange
AVDX

Overview Fund Activity

191 hedge funds and large institutions have $1.32B invested in AvidXchange in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
44
Increased
62
Reduced
57
Closed
38
Calls
$4.98M
Puts
$366K
Net Calls
+$4.61M
Net Calls Change
-$2.94M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$111M
2
GF
2
Greenhouse Funds
Maryland
$86.6M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$25.3M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$48.2M
5
NRCM
5
North Reef Capital Management
California
$63.3M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
BCVI
3
Bain Capital Venture Investors
Massachusetts
$28.1M
4
American Century Companies
4
American Century Companies
Missouri
$2.09M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$13.2M -$10.7M -1,317,867 -45%
Charles Schwab
27
Charles Schwab
California
$12.4M +$931K +114,763 +8%
Northern Trust
28
Northern Trust
Illinois
$12.4M -$1.42M -174,531 -10%
Jennison Associates
29
Jennison Associates
New York
$11.7M -$7.77M -957,597 -40%
AIM
30
ARK Investment Management
Florida
$9.42M +$1.39M +171,908 +17%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$8.1M +$5.01M +617,744 +162%
Deutsche Bank
32
Deutsche Bank
Germany
$8.01M +$28.5K +3,510 +0.4%
TM
33
Tikvah Management
North Carolina
$7.97M – – –
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$7.92M +$7.92M +976,610 New
Goldman Sachs
35
Goldman Sachs
New York
$7.22M +$1.67M +205,467 +30%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.5M +$2.23M +274,375 +52%
UBS Group
37
UBS Group
Switzerland
$6.18M +$2.95M +363,335 +91%
AACP
38
Advantage Alpha Capital Partners
California
$6.08M +$3.26M +402,488 +116%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$5.88M +$2.76M +339,859 +88%
Bank of America
40
Bank of America
North Carolina
$5.8M -$382K -47,116 -6%
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$5.57M -$126K -15,549 -2%
AQR Capital Management
42
AQR Capital Management
Connecticut
$5.46M +$5.34M +658,582 +4,493%
Squarepoint
43
Squarepoint
New York
$5.34M +$3.71M +457,605 +228%
PCA
44
Providence Capital Advisors
North Carolina
$5.27M +$4.62M +569,328 +710%
ASGS
45
Alpha Square Group S
New York
$5.04M +$365K +45,000 +8%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$4.06M +$34.7K +4,280 +0.9%
NIP
47
Norwood Investment Partners
California
$3.9M +$3.9M +480,625 New
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$3.83M +$3.83M +471,922 New
Citadel Advisors
49
Citadel Advisors
Florida
$3.82M +$3.82M +470,705 New
HIM
50
Herald Investment Management
United Kingdom
$3.65M +$811K +100,000 +29%
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