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AvidXchange
AVDX

Overview Fund Activity

170 hedge funds and large institutions have $1.44B invested in AvidXchange in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+11
Holders Change %
+6.92%
% of All Funds
2.71%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
32
Increased
67
Reduced
45
Closed
20
Calls
$1.73M
Puts
$568K
Net Calls
+$1.16M
Net Calls Change
-$4.69M

Top Buyers

1
SM
1
Senvest Management
New York
$117M
2
SCA
2
Southpoint Capital Advisors
New York
$23.7M
3
NRCM
3
North Reef Capital Management
California
$42.8M
4
AI
4
Aperture Investors
New York
$15.1M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$14.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$41.3M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$4.5M
3
ACL
3
Azora Capital LP
Florida
$5.19M
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.46M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
151
SignatureFD
Georgia
$56.9K -$2.84K -300 -5%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$55.1K – – –
Citigroup
153
Citigroup
New York
$43.9K -$874K -92,159 -95%
QL
154
Quarry LP
New York
$23K +$10.3K +1,087 +81%
TRCT
155
Tower Research Capital (TRC)
New York
$22.9K -$70.7K -7,461 -76%
AAM
156
Advisors Asset Management
Colorado
$19K +$19K +2,002 New
LC
157
Lindbrook Capital
California
$3.35K – – –
AIM
158
Anchor Investment Management
South Carolina
$2.84K – – –
MA
159
MCF Advisors
Kentucky
$2.43K -$6.61K -697 -73%
PA
160
Parallel Advisors
California
$2.29K +$521 +55 +30%
Osaic Holdings
161
Osaic Holdings
Arizona
$1.1K -$11K -1,166 -91%
VNA
162
Valley National Advisers
Pennsylvania
$1K +$1K +95 New
QCG
163
Quadrant Capital Group
Ohio
$664 -$8.22K -866 -93%
BIA
164
Bell Investment Advisors
California
$474 +$474 +50 New
SIC
165
SJS Investment Consulting
Ohio
$286 +$38 +4 +15%
JWA
166
JFS Wealth Advisors
Pennsylvania
$275 +$209 +22 +314%
IA
167
IFP Advisors
Florida
$199 -$119K -12,536 -100%
AF
168
Allworth Financial
California
$124 +$124 +13 New
Walleye Capital
169
Walleye Capital
New York
– -$4.46M -429,406 Closed
Arrowstreet Capital
170
Arrowstreet Capital
Massachusetts
– -$3.43M -330,726 Closed
State of New Jersey Common Pension Fund D
171
State of New Jersey Common Pension Fund D
New Jersey
– -$2.57M -247,247 Closed
Squarepoint
172
Squarepoint
New York
– -$2.23M -214,535 Closed
CSS
173
Cubist Systematic Strategies
Connecticut
– -$1.18M -113,251 Closed
LCG
174
Lisanti Capital Growth
New York
– -$1.16M -111,560 Closed
Walleye Trading
175
Walleye Trading
New York
– -$496K -47,794 Closed
4 5 6
7
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