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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 %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$48.3K -$1.27K -157 -3%
KBC Group
152
KBC Group
Belgium
$45K – – –
AAM
153
Advisors Asset Management
Colorado
$44.2K -$1.13K -139 -2%
AB
154
Amalgamated Bank
New York
$43K – – –
Allspring Global Investments
155
Allspring Global Investments
North Carolina
$37.7K +$37.7K +4,650 New
PD
156
Point72 (DIFC)
United Arab Emirates
$36.9K +$36.9K +4,554 New
IIC
157
Integrated Investment Consultants
Michigan
$24.3K +$24.3K +24,290 New
QL
158
Quarry LP
New York
$19.7K +$19.7K +2,435 New
RTC
159
Riverview Trust Company
Washington
$18.7K +$18.7K +2,301 New
TRCT
160
Tower Research Capital (TRC)
New York
$17.1K -$168K -20,765 -91%
BTI
161
Blue Trust Inc
Georgia
$17.1K +$434 +36 +3%
Optiver Holding
162
Optiver Holding
Netherlands
$8.91K +$6.96K +858 +356%
Bessemer Group
163
Bessemer Group
New Jersey
$8K +$8K +945 New
Mitsubishi UFJ Asset Management
164
Mitsubishi UFJ Asset Management
Japan
$4.96K – – –
SSG
165
Summit Securities Group
New York
$3K +$3K +418 New
GI
166
GAMMA Investing
California
$2.81K +$714 +88 +34%
CPA
167
Capital Performance Advisors
California
$2.51K +$2.51K +310 New
TWD
168
True Wealth Design
Ohio
$2.47K +$2.47K +305 New
AIM
169
Anchor Investment Management
South Carolina
$2.43K – – –
PS
170
Principal Securities
Iowa
$2.43K – – –
HNB
171
Huntington National Bank
Ohio
$2.27K +$2.27K +280 New
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$2.25K +$2.25K +277 New
QCG
173
Quadrant Capital Group
Ohio
$2.17K -$5.66K -698 -72%
SAM
174
Smartleaf Asset Management
Massachusetts
$2.12K -$195 -24 -8%
AAP
175
Arax Advisory Partners
Colorado
$2.03K – – –
5 6
7
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