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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 %
Nuveen Asset Management
51
Nuveen Asset Management
Illinois
$5.98M +$563K +46,714 +10%
Brown Advisory
52
Brown Advisory
Maryland
$4.9M +$400K +33,162 +9%
UBS AM
53
UBS AM
Illinois
$4.85M +$2.48M +205,283 +104%
UBS Group
54
UBS Group
Switzerland
$4.81M -$2.38M -197,280 -33%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$4.65M -$1.05M -86,906 -18%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$4.6M -$8.26M -684,796 -64%
HIM
57
Herald Investment Management
United Kingdom
$4.22M – – –
AACP
58
Advantage Alpha Capital Partners
California
$4.19M +$4.19M +347,794 New
Swiss National Bank
59
Swiss National Bank
Switzerland
$3.87M – – –
Allianz Asset Management
60
Allianz Asset Management
Germany
$3.81M +$24.2K +2,009 +0.6%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$3.75M +$116K +9,585 +3%
Jane Street
62
Jane Street
New York
$3.69M +$2.56M +211,944 +226%
First Trust Advisors
63
First Trust Advisors
Illinois
$3.5M +$413K +34,252 +13%
Ameriprise
64
Ameriprise
Minnesota
$3.39M -$1.89M -156,667 -36%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$2.92M +$387K +32,085 +15%
Squarepoint
66
Squarepoint
New York
$2.42M +$2.42M +200,932 New
HAFS
67
Hapanowicz & Associates Financial Services
Pennsylvania
$2.37M – – –
AllianceBernstein
68
AllianceBernstein
Tennessee
$2.23M +$442K +36,690 +25%
Legal & General Group
69
Legal & General Group
United Kingdom
$2.18M +$81.5K +6,758 +4%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$2.15M -$612K -50,745 -22%
RA
71
Royce & Associates
New York
$2.07M -$615K -51,026 -23%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.93M -$13.2K -1,098 -0.7%
IP
73
Interval Partners
New York
$1.83M +$1.83M +152,021 New
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$1.81M +$126K +10,442 +7%
BCM
75
BlueMar Capital Management
Florida
$1.78M -$285K -23,642 -14%
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