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AvidXchange
AVDX

Overview Fund Activity

155 hedge funds and large institutions have $1.05B invested in AvidXchange in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+23
Holders Change %
+17.42%
% of All Funds
2.48%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
36
Increased
49
Reduced
44
Closed
13
Calls
$2.2M
Puts
$904K
Net Calls
+$1.3M
Net Calls Change
+$1.03M

Top Buyers

1
SM
1
Senvest Management
New York
$45.1M
2
PEP
2
Providence Equity Partners
Rhode Island
$14.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$114M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$27.1M

Top Sellers

1
HP
1
Harbourvest Partners
Massachusetts
$0
2
BFO
2
Biltmore Family Office
North Carolina
$30.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$22.9M
4
BlackRock
4
BlackRock
New York
$78.9M
5
P2P
5
Phase 2 Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HV
76
HST Ventures
Utah
$654K -$269K -34,482 -29%
PCA
77
Providence Capital Advisors
North Carolina
$632K – – –
WG
78
Welch Group
Alabama
$626K – – –
MIM
79
MetLife Investment Management
New Jersey
$615K – – –
BFM
80
Boothbay Fund Management
New York
$612K +$612K +78,519 New
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$607K -$196K -25,169 -24%
Mirae Asset Global Investments
82
Mirae Asset Global Investments
South Korea
$599K +$126K +16,114 +27%
SO
83
STRS Ohio
Ohio
$560K +$250K +32,000 +80%
AIG
84
American International Group
New York
$552K +$11K +1,408 +2%
VI
85
Versor Investments
New York
$545K +$271K +34,700 +99%
UBS AM
86
UBS AM
Illinois
$509K – – –
JF
87
Jump Financial
Illinois
$501K +$501K +64,169 New
VOYA Investment Management
88
VOYA Investment Management
Georgia
$481K +$37.5K +4,813 +8%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$471K +$3.74K +479 +0.8%
Verition Fund Management
90
Verition Fund Management
Connecticut
$469K +$234K +30,048 +100%
Wellington Management Group
91
Wellington Management Group
Massachusetts
$459K +$53.6K +6,871 +13%
AWP
92
Accretive Wealth Partners
New Jersey
$430K – – –
UBS Group
93
UBS Group
Switzerland
$407K +$93K +11,919 +30%
Wells Fargo
94
Wells Fargo
California
$396K +$234K +30,032 +145%
Connor, Clark & Lunn Investment Management (CC&L)
95
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$394K +$394K +50,488 New
KI
96
Kula Investments
Illinois
$391K +$391K +50,120 New
Los Angeles Capital Management
97
Los Angeles Capital Management
California
$382K -$16.2K -2,072 -4%
EGM
98
Engineers Gate Manager
New York
$351K +$351K +45,060 New
ACM
99
Aquatic Capital Management
Illinois
$335K +$335K +42,900 New
CS
100
Credit Suisse
Switzerland
$313K +$46.2K +5,918 +17%
2 3
4
5 6