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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 %
LCM
126
Legato Capital Management
California
$315K +$137K +10,400 +77%
Handelsbanken Fonder
127
Handelsbanken Fonder
Sweden
$313K – – –
FRM
128
Fox Run Management
Connecticut
$294K +$294K +22,346 New
HSBC Holdings
129
HSBC Holdings
United Kingdom
$278K +$278K +21,150 New
Victory Capital Management
130
Victory Capital Management
Texas
$272K +$342 +26 +0.1%
BBHC
131
Brown Brothers Harriman & Co
New York
$268K – – –
IEFM
132
IQ EQ Fund Management
Ireland
$267K -$17.8K -1,357 -6%
Principal Financial Group
133
Principal Financial Group
Iowa
$264K +$33.6K +2,556 +15%
Pictet Asset Management
134
Pictet Asset Management
Switzerland
$264K +$51.3K +3,901 +24%
SO
135
STRS Ohio
Ohio
$252K +$209K +15,900 +482%
AIA
136
Arbor Investment Advisors
North Carolina
$251K +$251K +19,112 New
Neuberger Berman Group
137
Neuberger Berman Group
New York
$251K -$3.86M -293,889 -94%
CC
138
Cipher Capital
New York
$247K -$211K -16,033 -46%
Amundi
139
Amundi
France
$241K -$17.3K -1,499 -7%
SPS
140
Susquehanna Portfolio Strategies
Pennsylvania
$238K -$1.17M -88,649 -83%
ACM
141
Aquatic Capital Management
Illinois
$233K +$233K +17,700 New
XT
142
XTX Topco
Cayman Islands
$230K +$72.5K +5,517 +46%
Mariner
143
Mariner
Kansas
$221K +$221K +16,830 New
VA
144
Vident Advisory
Georgia
$220K +$220K +16,716 New
EP
145
Edgestream Partners
New Jersey
$218K -$250K -19,015 -53%
SPA
146
Sherbrooke Park Advisers
New York
$218K +$218K +16,589 New
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$209K -$414K -31,518 -66%
N
148
Natixis
France
$203K +$203K +15,324 New
AIP
149
Ameritas Investment Partners
Nebraska
$195K – – –
CCMINC
150
Cardinal Capital Management Inc (North Carolina)
North Carolina
$190K +$190K +14,441 New
4 5
6
7 8