AVDX icon

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 %
Nuveen Asset Management
51
Nuveen Asset Management
Illinois
$5.65M -$238K -19,174 -4%
Deutsche Bank
52
Deutsche Bank
Germany
$5.03M +$3.13M +252,379 +164%
Connor, Clark & Lunn Investment Management (CC&L)
53
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.82M +$1.98M +159,519 +69%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
54
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.62M +$1.25M +100,595 +37%
Brown Advisory
55
Brown Advisory
Maryland
$4.34M +$260K +20,998 +6%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$3.88M -$267K -21,530 -6%
Allianz Asset Management
57
Allianz Asset Management
Germany
$3.84M – – –
Swiss National Bank
58
Swiss National Bank
Switzerland
$3.7M -$409K -33,000 -10%
TI
59
Trexquant Investment
Connecticut
$3.34M +$2.6M +209,828 +351%
VEPM
60
Vista Equity Partners Management
California
$3.25M -$3.8M -306,455 -54%
ACL
61
Azora Capital LP
Florida
$2.99M -$3.79M -306,236 -56%
CS
62
Credit Suisse
Switzerland
$2.98M +$110K +8,855 +4%
Barclays
63
Barclays
United Kingdom
$2.91M +$2.24M +180,986 +337%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$2.9M +$2.82M +227,754 +3,611%
HIM
65
Herald Investment Management
United Kingdom
$2.85M – – –
PI
66
PEAK6 Investments
Illinois
$2.73M +$2.73M +220,418 New
OQS
67
Occudo Quantitative Strategies
Florida
$2.57M +$2.57M +207,626 New
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$2.55M -$9.71K -784 -0.4%
First Trust Advisors
69
First Trust Advisors
Illinois
$2.53M -$1.65M -133,491 -40%
UBS AM
70
UBS AM
Illinois
$2.44M – – –
HAFS
71
Hapanowicz & Associates Financial Services
Pennsylvania
$2.44M – – –
Walleye Capital
72
Walleye Capital
New York
$2.39M +$2.39M +193,298 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$2.22M -$1.26M -102,090 -36%
BCM
74
BlueMar Capital Management
Florida
$2.18M -$1.27M -102,406 -37%
Legal & General Group
75
Legal & General Group
United Kingdom
$2.07M +$398K +32,108 +24%
1 2
3
4 5