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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 %
IA
101
IFP Advisors
Florida
$288K -$44.6K -1,787 -13%
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$268K +$268K +34,314 New
FCM
103
FJ Capital Management
Virginia
$267K -$88.7K -11,366 -25%
Legal & General Group
104
Legal & General Group
United Kingdom
$250K +$6.99K +896 +3%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$241K -$119K -15,287 -33%
VF
106
Virtu Financial
New York
$236K +$236K +30,217 New
Voloridge Investment Management
107
Voloridge Investment Management
Florida
$224K +$224K +28,716 New
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$221K -$36.6K -4,692 -14%
QT
109
Quantbot Technologies
New York
$214K +$53.5K +6,858 +33%
PCM
110
Prelude Capital Management
New York
$203K +$203K +26,020 New
SG Americas Securities
111
SG Americas Securities
New York
$175K +$175K +22,430 New
Acadian Asset Management
112
Acadian Asset Management
Massachusetts
$169K +$169K +21,709 New
BBHC
113
Brown Brothers Harriman & Co
New York
$159K – – –
CAM
114
Cresset Asset Management
Illinois
$159K – – –
AB
115
Amalgamated Bank
New York
$158K -$21.8K -2,784 -12%
DFCM
116
Dark Forest Capital Management
Puerto Rico
$157K +$157K +20,189 New
CC
117
Corton Capital
Ontario, Canada
$151K +$59.1K +7,580 +64%
ProShare Advisors
118
ProShare Advisors
Maryland
$135K -$12.6K -1,609 -9%
PTC
119
Petrus Trust Company
Texas
$126K +$126K +16,186 New
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
$125K – – –
Principal Financial Group
121
Principal Financial Group
Iowa
$125K -$7.08K -908 -5%
Two Sigma Advisers
122
Two Sigma Advisers
New York
$124K +$124K +15,900 New
DU
123
Delphia (USA)
Ontario, Canada
$123K +$38K +4,869 +45%
ASRS
124
Arizona State Retirement System
Arizona
$112K +$3.27K +419 +3%
Victory Capital Management
125
Victory Capital Management
Texas
$111K -$1.09K -140 -1%
3 4
5
6 7