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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 %
UBS Group
51
UBS Group
Switzerland
$7.84M +$622K +47,309 +9%
Lazard Asset Management
52
Lazard Asset Management
New York
$7.62M +$7.62M +579,600 New
ASGS
53
Alpha Square Group S
New York
$6.93M – – –
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$6.21M +$5.45M +414,438 +715%
Nuveen Asset Management
55
Nuveen Asset Management
Illinois
$5.91M -$82.7K -6,292 -1%
CSS
56
Cubist Systematic Strategies
Connecticut
$5.78M +$5.78M +439,405 New
Ameriprise
57
Ameriprise
Minnesota
$5.76M -$10.3M -786,618 -64%
Connor, Clark & Lunn Investment Management (CC&L)
58
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.07M -$49.7K -3,779 -1%
Brown Advisory
59
Brown Advisory
Maryland
$4.91M +$299K +22,744 +6%
HIM
60
Herald Investment Management
United Kingdom
$4.6M +$1.58M +120,000 +52%
Swiss National Bank
61
Swiss National Bank
Switzerland
$4.22M +$291K +22,100 +7%
Allianz Asset Management
62
Allianz Asset Management
Germany
$4.13M +$59.5K +4,521 +1%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$3.96M +$1.82M +138,327 +85%
CS
64
Credit Suisse
Switzerland
$3.51M +$350K +26,609 +11%
First Trust Advisors
65
First Trust Advisors
Illinois
$3.36M +$681K +51,812 +25%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
66
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.16M -$1.74M -132,595 -36%
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$3.01M +$3.01M +228,721 New
RA
68
Royce & Associates
New York
$2.93M +$1.45M +110,000 +97%
TI
69
Trexquant Investment
Connecticut
$2.8M -$742K -56,430 -21%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$2.77M +$65.8K +5,002 +2%
HAFS
71
Hapanowicz & Associates Financial Services
Pennsylvania
$2.59M – – –
UBS AM
72
UBS AM
Illinois
$2.59M -$5.16K -392 -0.2%
ECM
73
ExodusPoint Capital Management
New York
$2.49M +$2.49M +189,450 New
Marshall Wace
74
Marshall Wace
United Kingdom
$2.45M +$1.84M +140,186 +301%
SSA
75
Schonfeld Strategic Advisors
New York
$2.37M +$1.44M +109,548 +156%
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