AVDX icon

AvidXchange
AVDX

Overview Fund Activity

191 hedge funds and large institutions have $1.32B invested in AvidXchange in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
44
Increased
62
Reduced
57
Closed
38
Calls
$4.98M
Puts
$366K
Net Calls
+$4.61M
Net Calls Change
-$2.94M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$111M
2
GF
2
Greenhouse Funds
Maryland
$86.6M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$25.3M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$48.2M
5
NRCM
5
North Reef Capital Management
California
$63.3M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
BCVI
3
Bain Capital Venture Investors
Massachusetts
$28.1M
4
American Century Companies
4
American Century Companies
Missouri
$2.09M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
126
Watchman Group
Texas
$162K +$162K +19,957 New
GCM
127
Graham Capital Management
Connecticut
$160K +$160K +19,684 New
FRM
128
Fox Run Management
Connecticut
$147K +$147K +18,150 New
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$141K +$11.9K +1,465 +9%
AIP
130
Ameritas Investment Partners
Nebraska
$138K – – –
QC
131
Quadrature Capital
United Kingdom
$134K -$211K -25,990 -61%
Principal Financial Group
132
Principal Financial Group
Iowa
$132K -$58.3K -7,183 -31%
CC
133
Corton Capital
Ontario, Canada
$121K -$64.2K -7,918 -35%
EGM
134
Engineers Gate Manager
New York
$115K +$115K +14,215 New
CIP
135
Cornerstone Investment Partners
Georgia
$111K +$3.38K +417 +3%
EP
136
Edgestream Partners
New Jersey
$109K -$641K -79,065 -85%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$109K +$9.92K +1,219 +10%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$107K +$24.5K +3,019 +30%
Prudential Financial
139
Prudential Financial
New Jersey
$101K -$91.4K -11,275 -47%
AIA
140
Arbor Investment Advisors
North Carolina
$98.4K +$98.4K +12,135 New
N
141
Natixis
France
$98K -$24.2K -2,979 -20%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$97.6K -$367K -45,206 -79%
Capstone Investment Advisors
143
Capstone Investment Advisors
New York
$94.7K -$56.9K -7,016 -38%
X
144
Xponance
Pennsylvania
$92.6K +$3.21K +396 +4%
Mackenzie Financial
145
Mackenzie Financial
Ontario, Canada
$91K +$91K +11,221 New
YIH
146
Y-Intercept (HK)
Hong Kong
$85.6K +$85.6K +10,558 New
KC
147
Kingfisher Capital
North Carolina
$83.2K – – –
SIC
148
Salem Investment Counselors
North Carolina
$77.5K – – –
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$55K +$54.3K +6,679 +7,260%
S
150
SignatureFD
Georgia
$49.6K -$681 -84 -1%
4 5
6
7 8