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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 %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$3.61M +$1.08M +133,685 +43%
UBS AM
52
UBS AM
Illinois
$3.43M +$168K +20,665 +5%
ECM
53
ExodusPoint Capital Management
New York
$3.41M +$3.09M +381,192 +970%
TI
54
Trexquant Investment
Connecticut
$3.15M +$3.15M +388,091 New
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.62M +$13.8K +1,700 +0.5%
Allianz Asset Management
56
Allianz Asset Management
Germany
$2.56M – – –
Barclays
57
Barclays
United Kingdom
$2.32M +$1.64M +201,679 +240%
CG
58
Circumference Group
Arkansas
$2.23M +$2.23M +275,000 New
HCM
59
Horrell Capital Management
Arkansas
$2.23M +$2.23M +275,000 New
American Century Companies
60
American Century Companies
Missouri
$2.09M -$34.5M -4,257,583 -94%
State of New Jersey Common Pension Fund D
61
State of New Jersey Common Pension Fund D
New Jersey
$2.01M +$567K +69,971 +39%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$1.88M -$82.6K -10,186 -4%
PP
63
PDT Partners
New York
$1.84M +$1.84M +226,373 New
Renaissance Technologies
64
Renaissance Technologies
New York
$1.78M -$4.4M -543,000 -71%
HAFS
65
Hapanowicz & Associates Financial Services
Pennsylvania
$1.6M – – –
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.5M – – –
Ameriprise
67
Ameriprise
Minnesota
$1.5M -$781K -96,353 -34%
Legal & General Group
68
Legal & General Group
United Kingdom
$1.5M +$30.3K +3,735 +2%
GCP
69
GSA Capital Partners
United Kingdom
$1.39M +$1.39M +171,791 New
Russell Investments Group
70
Russell Investments Group
United Kingdom
$1.32M +$1.26M +155,643 +2,137%
First Trust Advisors
71
First Trust Advisors
Illinois
$1.29M -$1.07M -131,338 -45%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.27M -$25.7K -3,174 -2%
Invesco
73
Invesco
Georgia
$1.22M +$73.4K +9,050 +6%
BCM
74
BlueMar Capital Management
Florida
$1.17M -$23.5K -2,900 -2%
Citigroup
75
Citigroup
New York
$1.02M +$710K +87,514 +230%
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