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AvidXchange
AVDX

Overview Fund Activity

185 hedge funds and large institutions have $2.07B invested in AvidXchange in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
2.69%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
29
Increased
76
Reduced
54
Closed
34
Calls
$7.9M
Puts
$345K
Net Calls
+$7.56M
Net Calls Change
-$19.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$44.5M
2
GF
Greenhouse Funds
Maryland
$78.3M
3
ACL
Azora Capital LP
Florida
$32.5M
4
BlackRock
BlackRock
New York
$157M
5
American Century Companies
American Century Companies
Missouri
$54.5M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$49.4M
2
CFM
Coronation Fund Managers
South Africa
$0
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.69M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.6M
5
Prudential Financial
Prudential Financial
New Jersey
$286K
Name Holding Trade Value Shares
Change 		Shares
Change %
OR
151
Olympiad Research
Connecticut
$129K +$129K +10,670 New
KC
152
Kingfisher Capital
North Carolina
$124K – – –
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$123K -$133 -11 -0.1%
SIC
154
Salem Investment Counselors
North Carolina
$115K +$115K +9,556 New
Russell Investments Group
155
Russell Investments Group
United Kingdom
$87.8K +$181 +15 +0.2%
S
156
SignatureFD
Georgia
$74.8K +$2.42K +201 +3%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$73.7K +$2.18K +181 +3%
AAM
158
Advisors Asset Management
Colorado
$67.4K +$15.4K +1,277 +30%
NC
159
nVerses Capital
Florida
$66.3K +$66.3K +5,500 New
KBC Group
160
KBC Group
Belgium
$66K +$66K +5,492 New
AB
161
Amalgamated Bank
New York
$64K +$3.44K +285 +6%
BTI
162
Blue Trust Inc
Georgia
$18.2K +$18.2K +1,383 New
QCG
163
Quadrant Capital Group
Ohio
$11.6K -$1.25K -104 -10%
Mitsubishi UFJ Asset Management
164
Mitsubishi UFJ Asset Management
Japan
$7.37K – – –
HIM
165
Hillsdale Investment Management
Ontario, Canada
$5.79K – – –
LC
166
Lindbrook Capital
California
$5.79K +$507 +42 +10%
PS
167
Principal Securities
Iowa
$3.62K – – –
AIM
168
Anchor Investment Management
South Carolina
$3.62K – – –
SAM
169
Smartleaf Asset Management
Massachusetts
$3.37K +$3.37K +284 New
GI
170
GAMMA Investing
California
$3.12K +$1.18K +98 +61%
AAP
171
Arax Advisory Partners
Colorado
$3.02K +$3.02K +250 New
Optiver Holding
172
Optiver Holding
Netherlands
$2.91K +$2.91K +241 New
PA
173
Parallel Advisors
California
$2.86K +$506 +42 +22%
FFA
174
Farther Finance Advisors
California
$2.64K +$902 +75 +52%
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$1.18K +$374 +31 +46%
5 6
7
8 9