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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
Morgan Stanley
New York
$148M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$54.3M
3
GF
Greenhouse Funds
Maryland
$32.7M
4
IECM
Intrinsic Edge Capital Management
Illinois
$34.5M
5
BlackRock
BlackRock
New York
$145M

Top Sellers

1
SM
Senvest Management
New York
$120M
2
BCVI
Bain Capital Venture Investors
Massachusetts
$144M
3
SCA
Southpoint Capital Advisors
New York
$0
4
Millennium Management
Millennium Management
New York
$31.2M
5
TM
Tikvah Management
North Carolina
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
126
Edgestream Partners
New Jersey
$441K +$441K +35,609 New
SEC
127
Seven Eight Capital
New York
$432K +$432K +34,893 New
CC
128
Cipher Capital
New York
$431K +$208K +16,772 +93%
TRCT
129
Tower Research Capital (TRC)
New York
$426K +$396K +31,997 +1,322%
CC
130
Corton Capital
Ontario, Canada
$393K +$11.7K +941 +3%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$391K – – –
NC
132
NinePointTwo Capital
California
$356K – – –
ProShare Advisors
133
ProShare Advisors
Maryland
$307K +$66K +5,323 +27%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$295K +$157K +12,700 +114%
IEFM
135
IQ EQ Fund Management
Ireland
$268K +$268K +21,650 New
Citigroup
136
Citigroup
New York
$264K +$206K +16,649 +359%
Victory Capital Management
137
Victory Capital Management
Texas
$256K +$51.9K +4,189 +25%
Amundi
138
Amundi
France
$254K +$51.5K +4,550 +25%
AB
139
Amalgamated Bank
New York
$253K -$18.5K -1,493 -7%
BBHC
140
Brown Brothers Harriman & Co
New York
$253K – – –
Balyasny Asset Management
141
Balyasny Asset Management
Illinois
$239K +$65.2K +5,266 +38%
BHCM
142
Brevan Howard Capital Management
Jersey
$231K +$231K +18,631 New
Principal Financial Group
143
Principal Financial Group
Iowa
$217K +$17.9K +1,444 +9%
Pictet Asset Management
144
Pictet Asset Management
Switzerland
$200K – – –
SG Americas Securities
145
SG Americas Securities
New York
$194K -$13.9K -1,124 -7%
AIM
146
Aigen Investment Management
New York
$188K -$567K -45,778 -75%
AIP
147
Ameritas Investment Partners
Nebraska
$184K – – –
CIP
148
Cornerstone Investment Partners
Georgia
$178K +$178K +14,381 New
State of Wisconsin Investment Board
149
State of Wisconsin Investment Board
Wisconsin
$178K -$443K -35,785 -71%
OA
150
Oracle Alpha
Ontario, Canada
$172K +$172K +13,871 New
4 5
6
7 8