AVDX icon

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 %
CIP
151
Cornerstone Investment Partners
Georgia
$189K – – –
Two Sigma Investments
152
Two Sigma Investments
New York
$179K -$1.47M -111,907 -89%
OA
153
Oracle Alpha
Ontario, Canada
$173K -$9.05K -688 -5%
MW
154
MBL Wealth
North Carolina
$163K +$163K +12,422 New
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$160K -$3.51K -265 -2%
KeyBank National Association
156
KeyBank National Association
Ohio
$158K +$158K +12,001 New
Truist Financial
157
Truist Financial
North Carolina
$155K +$155K +11,762 New
PTC
158
Petrus Trust Company
Texas
$153K +$153K +11,633 New
PAS
159
Point72 Asia (Singapore)
Singapore
$145K +$145K +11,045 New
Creative Planning
160
Creative Planning
Kansas
$137K +$137K +10,382 New
KC
161
Kingfisher Capital
North Carolina
$135K – – –
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$134K +$2.46K +187 +2%
Royal Bank of Canada
163
Royal Bank of Canada
Ontario, Canada
$133K -$458K -34,979 -78%
State Board of Administration of Florida Retirement System
164
State Board of Administration of Florida Retirement System
Florida
$125K -$207K -26,580 -62%
BAM
165
Bullseye Asset Management
Colorado
$119K – – –
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$105K -$9.06K -689 -8%
Russell Investments Group
167
Russell Investments Group
United Kingdom
$95.6K -$2.98M -226,794 -97%
S
168
SignatureFD
Georgia
$78.9K – – –
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$78K +$1.63K +124 +2%
AB
170
Amalgamated Bank
New York
$66K -$203K -15,430 -75%
AAM
171
Advisors Asset Management
Colorado
$56.7K +$27.8K +2,114 +96%
Citadel Advisors
172
Citadel Advisors
Florida
$55.6K +$55.6K +4,230 New
TRCT
173
Tower Research Capital (TRC)
New York
$20.7K -$432K -32,845 -95%
QL
174
Quarry LP
New York
$18.6K +$18.6K +1,416 New
QCG
175
Quadrant Capital Group
Ohio
$14.1K +$4.56K +347 +48%
5 6
7
8 9