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AvidXchange
AVDX

Overview Fund Activity

193 hedge funds and large institutions have $2.15B invested in AvidXchange in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
34
Increased
73
Reduced
57
Closed
25
Calls
$28.9M
Puts
$1.65M
Net Calls
+$27.3M
Net Calls Change
+$19.7M

Top Buyers

1
GF
Greenhouse Funds
Maryland
+$24M
2
Jennison Associates
Jennison Associates
New York
+$23.8M
3
KCM
Kodai Capital Management
Illinois
+$18.7M
4
American Century Companies
American Century Companies
Missouri
+$16.9M
5
NRCM
North Reef Capital Management
California
+$13.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$110M
2
BCVI
Bain Capital Venture Investors
Massachusetts
-$32.9M
3
Ameriprise
Ameriprise
Minnesota
-$10.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$8M
5
CFFNO
Common Fund For Nonprofit Organizations
Connecticut
-$7.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
101
State of Wyoming
Wyoming
$925K -$122K -9,243 -12%
B
102
Bailard
California
$924K +$147K +11,170 +19%
SEI Investments
103
SEI Investments
Pennsylvania
$885K -$282K -21,473 -24%
AG
104
Algert Global
California
$826K – – –
Los Angeles Capital Management
105
Los Angeles Capital Management
California
$707K – – –
AWP
106
Accretive Wealth Partners
New Jersey
$668K – – –
VOYA Investment Management
107
VOYA Investment Management
Georgia
$648K -$137K -10,447 -17%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$607K +$418K +31,798 +221%
HCM
109
Horrell Capital Management
Arkansas
$592K -$789K -60,000 -57%
CG
110
Circumference Group
Arkansas
$592K -$789K -60,000 -57%
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$588K – – –
ASRS
112
Arizona State Retirement System
Arizona
$587K +$30K +2,282 +5%
Verition Fund Management
113
Verition Fund Management
Connecticut
$568K +$93.5K +7,107 +20%
A
114
AlphaQuest
New York
$538K +$538K +40,906 New
MCM
115
MV Capital Management
Maryland
$503K – – –
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$452K +$37.1K +2,823 +9%
CC
117
Corton Capital
Ontario, Canada
$411K -$5.69K -433 -1%
YIH
118
Y-Intercept (HK)
Hong Kong
$381K +$381K +28,977 New
SG Americas Securities
119
SG Americas Securities
New York
$381K +$175K +13,302 +85%
CGH
120
Crossmark Global Holdings
Texas
$366K +$366K +27,846 New
ProShare Advisors
121
ProShare Advisors
Maryland
$357K +$31.5K +2,396 +10%
Citigroup
122
Citigroup
New York
$351K +$71.5K +5,437 +26%
DM
123
Deerfield Management
New York
$346K +$346K +26,297 New
N
124
Numerai
California
$342K -$822K -62,499 -71%
WG
125
Watchman Group
Texas
$318K +$318K +24,197 New
3 4
5
6 7