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AvidXchange
AVDX

Overview Fund Activity

202 hedge funds and large institutions have $1.62B invested in AvidXchange in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 79 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
2.69%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
43
Increased
79
Reduced
51
Closed
29
Calls
$6.56M
Puts
$168K
Net Calls
+$6.39M
Net Calls Change
+$1.78M

Top Buyers

1
ACL
Azora Capital LP
Florida
$45.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$154M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$10.3M
4
Jennison Associates
Jennison Associates
New York
$22.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$17.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.71M
2
SM
Senvest Management
New York
$50.5M
3
GF
Greenhouse Funds
Maryland
$87.9M
4
TCM
TimesSquare Capital Management
New York
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
151
Xponance
Pennsylvania
$129K +$10.8K +1,045 +9%
FC
152
Farringdon Capital
United Kingdom
$123K +$123K +11,932 New
SG Americas Securities
153
SG Americas Securities
New York
$120K -$827K -80,253 -87%
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$116K – – –
Raymond James Financial
155
Raymond James Financial
Florida
$115K +$115K +11,165 New
BFA
156
Bragg Financial Advisors
North Carolina
$113K +$113K +10,896 New
1C
157
111 Capital
France
$111K +$111K +10,730 New
SIC
158
Salem Investment Counselors
North Carolina
$98.8K – – –
KBC Group
159
KBC Group
Belgium
$91K +$34.4K +3,344 +61%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$89K -$165K -15,963 -65%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$89K +$18.7K +1,805 +27%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$68.8K +$7.17K +693 +12%
S
163
SignatureFD
Georgia
$63.7K +$486 +47 +0.8%
QL
164
Quarry LP
New York
$57.1K +$31.9K +3,083 +127%
AB
165
Amalgamated Bank
New York
$55K – – –
RS
166
R Squared
Hong Kong
$40.8K +$40.8K +3,950 New
AAM
167
Advisors Asset Management
Colorado
$36.1K -$20.2K -1,953 -36%
RTC
168
Riverview Trust Company
Washington
$23.8K – – –
TRCT
169
Tower Research Capital (TRC)
New York
$22.6K +$817 +79 +4%
CAL
170
Capital Advisors Ltd
Ohio
$21K +$21K +2,000 New
Optiver Holding
171
Optiver Holding
Netherlands
$7.78K -$3.59K -347 -32%
TH
172
TCTC Holdings
Texas
$7.64K +$7.64K +739 New
Mitsubishi UFJ Asset Management
173
Mitsubishi UFJ Asset Management
Japan
$6.53K – – –
QCG
174
Quadrant Capital Group
Ohio
$4.91K +$2.15K +208 +78%
Osaic Holdings
175
Osaic Holdings
Arizona
$4.82K -$1.05M -101,205 -100%
5 6
7
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