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AvidXchange
AVDX

Overview Fund Activity

159 hedge funds and large institutions have $1.47B invested in AvidXchange in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 29 closing their positions.

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.51%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
34
Increased
68
Reduced
40
Closed
29
Calls
$6.59M
Puts
$742K
Net Calls
+$5.85M
Net Calls Change
+$4.55M

Top Buyers

1
SM
1
Senvest Management
New York
$101M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M
3
ACL
3
Azora Capital LP
Florida
$24.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$25.3M
5
Deutsche Bank
5
Deutsche Bank
Germany
$15.7M

Top Sellers

1
BCVI
1
Bain Capital Venture Investors
Massachusetts
$147M
2
NRCM
2
North Reef Capital Management
California
$28.5M
3
PEP
3
Providence Equity Partners
Rhode Island
$0
4
FGN
4
Foundry Group Next
Colorado
$41.5M
5
BFO
5
Biltmore Family Office
North Carolina
$34.6M
Name Market Value Shares Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$440K 42,430 +26,360 +164%
PTC
102
Petrus Trust Company
Texas
$427K 41,167 +24,981 +154%
WG
103
Welch Group
Alabama
$416K 40,119 -40,118 -50%
SOW
104
State of Wyoming
Wyoming
$411K 39,635 +39,635 New
ASRS
105
Arizona State Retirement System
Arizona
$407K 39,218 +24,825 +172%
First Trust Advisors
106
First Trust Advisors
Illinois
$406K 39,111 -230,963 -86%
ACM
107
Aquatic Capital Management
Illinois
$398K 38,300 -4,600 -11%
MCM
108
MV Capital Management
Maryland
$397K 38,225 +38,225 New
KeyBank National Association
109
KeyBank National Association
Ohio
$366K 35,288 -360,000 -91%
JFG
110
Jefferies Financial Group
New York
$305K 29,421 +29,421 New
CC
111
Corton Capital
Ontario, Canada
$302K 29,115 +9,729 +50%
QC
112
Quadrature Capital
United Kingdom
$287K 27,648 +27,648 New
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$271K 26,127 -4,709 -15%
CAM
114
Cresset Asset Management
Illinois
$252K 24,258 +3,858 +19%
AIM
115
Aigen Investment Management
New York
$243K 23,431 +23,431 New
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$240K 23,140 +9,828 +74%
OQS
117
Occudo Quantitative Strategies
Florida
$231K 22,254 +22,254 New
AB
118
Amalgamated Bank
New York
$228K 21,940 +1,729 +9%
JF
119
Jump Financial
Illinois
$228K 21,923 -42,246 -66%
BBHC
120
Brown Brothers Harriman & Co
New York
$212K 20,403 – –
ProShare Advisors
121
ProShare Advisors
Maryland
$202K 19,439 +2,184 +13%
PAMS
122
Pictet Asset Management (Switzerland)
Switzerland
$199K 19,206 +19,206 New
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$198K 19,048 +10,096 +113%
CAN
124
Cetera Advisor Networks
California
$196K 18,863 +18,863 New
Amundi
125
Amundi
France
$182K 17,853 +17,853 New
3 4
5
6 7