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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 %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$2.02M +$2.02M +163,087 New
KCM
77
Kodai Capital Management
Illinois
$2.01M +$2.01M +162,568 New
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$1.98M -$83.1K -6,711 -4%
SCM
79
SG Capital Management
Illinois
$1.98M +$1.98M +159,438 New
CWC
80
Carolinas Wealth Consulting
North Carolina
$1.97M – – –
Invesco
81
Invesco
Georgia
$1.93M -$175K -14,128 -8%
Calamos Advisors
82
Calamos Advisors
Illinois
$1.88M +$1.88M +151,359 New
AllianceBernstein
83
AllianceBernstein
Tennessee
$1.84M – – –
EGM
84
Engineers Gate Manager
New York
$1.63M -$855K -69,036 -34%
Two Sigma Investments
85
Two Sigma Investments
New York
$1.56M +$1.27M +102,905 +455%
Jane Street
86
Jane Street
New York
$1.48M +$1.48M +119,545 New
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$1.44M +$685K +55,254 +90%
RA
88
Royce & Associates
New York
$1.4M +$843K +68,000 +151%
AI
89
Atom Investors
Texas
$1.38M +$1.38M +111,232 New
SPS
90
Susquehanna Portfolio Strategies
Pennsylvania
$1.32M +$1.32M +106,747 New
LCG
91
Lisanti Capital Growth
New York
$1.31M +$1.31M +105,920 New
HCM
92
Horrell Capital Management
Arkansas
$1.3M – – –
CG
93
Circumference Group
Arkansas
$1.3M +$1.3M +105,000 New
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$1.17M +$27.4K +2,212 +2%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$1.13M +$448K +36,135 +65%
SEI Investments
96
SEI Investments
Pennsylvania
$1.1M -$173K -13,947 -14%
N
97
Numerai
California
$1.1M -$596K -48,119 -35%
DADC
98
D.A. Davidson & Co
Montana
$1.07M -$59.3K -4,790 -5%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1M -$17.2K -1,390 -2%
PCA
100
Providence Capital Advisors
North Carolina
$994K -$9.91K -800 -1%
2 3
4
5 6