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AvidXchange
AVDX

Overview Fund Activity

113 hedge funds and large institutions have $844M invested in AvidXchange in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 21 closing their positions.

Holders
113
Holders Change
+13
Holders Change %
+13%
% of All Funds
1.91%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
37
Increased
36
Reduced
25
Closed
21
Calls
$1.54M
Puts
$548K
Net Calls
+$992K
Net Calls Change
+$1.85M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$68M
2
BlackRock
2
BlackRock
New York
$62.7M
3
BFO
3
Biltmore Family Office
North Carolina
$23M
4
Millennium Management
4
Millennium Management
New York
$19.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.2M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$3.83M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$8.56M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$65.6M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$2.9M
5
Franklin Resources
5
Franklin Resources
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
101
Wells Fargo
California
$19K -$15.5K -2,567 -45%
Lazard Asset Management
102
Lazard Asset Management
New York
$19K +$15.9K +2,617 +507%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$15K +$15K +2,419 New
Simplex Trading
104
Simplex Trading
Illinois
$14K +$8.5K +1,412 +154%
Osaic Holdings
105
Osaic Holdings
Arizona
$8K +$6.78K +1,170 +555%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$5K -$4.42K -730 -47%
PCA
107
Providence Capital Advisors
North Carolina
$5K – – –
DFCM
108
Dark Forest Capital Management
Puerto Rico
$4K -$197K -31,936 -98%
TWA
109
TCI Wealth Advisors
Arizona
$4K +$4K +587 New
SOW
110
State of Wyoming
Wyoming
$3K -$174 -29 -5%
EW
111
Evoke Wealth
California
$2K +$2K +295 New
CA
112
Crewe Advisors
Utah
$1K +$1K +106 New
FHA
113
First Horizon Advisors
Tennessee
$1K +$1K +169 New
Franklin Resources
114
Franklin Resources
California
– -$8.17M -1,015,200 Closed
NRCM
115
North Reef Capital Management
California
– -$5.5M -683,256 Closed
SSA
116
Schonfeld Strategic Advisors
New York
– -$4.93M -611,844 Closed
Renaissance Technologies
117
Renaissance Technologies
New York
– -$4.25M -528,000 Closed
LCM
118
LH Capital Markets
New York
– -$4.03M -500,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
119
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.57M -318,800 Closed
Tiger Global Management
120
Tiger Global Management
New York
– -$2.25M -279,061 Closed
HV
121
HST Ventures
Utah
– -$2.12M -262,878 Closed
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
– -$1.16M -144,595 Closed
Tudor Investment Corp
123
Tudor Investment Corp
Connecticut
– -$1.09M -135,150 Closed
IM
124
Islet Management
New York
– -$403K -50,002 Closed
JF
125
Jump Financial
Illinois
– -$399K -49,459 Closed
2 3 4
5
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