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AvidXchange
AVDX

Overview Fund Activity

186 hedge funds and large institutions have $2.05B invested in AvidXchange in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
2.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
43
Increased
64
Reduced
48
Closed
25
Calls
$9.83M
Puts
$2.24M
Net Calls
+$7.59M
Net Calls Change
+$6.43M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$148M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$54.3M
3
GF
Greenhouse Funds
Maryland
$32.7M
4
IECM
Intrinsic Edge Capital Management
Illinois
$34.5M
5
BlackRock
BlackRock
New York
$145M

Top Sellers

1
SM
Senvest Management
New York
$120M
2
BCVI
Bain Capital Venture Investors
Massachusetts
$144M
3
SCA
Southpoint Capital Advisors
New York
$0
4
Millennium Management
Millennium Management
New York
$31.2M
5
TM
Tikvah Management
North Carolina
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
176
Osaic Holdings
Arizona
$842 -$594 -48 -41%
BIA
177
Bell Investment Advisors
California
$620 – – –
US Bancorp
178
US Bancorp
Minnesota
$582 +$582 +47 New
SIC
179
SJS Investment Consulting
Ohio
$447 +$75 +6 +20%
JWA
180
JFS Wealth Advisors
Pennsylvania
$434 +$74 +6 +21%
IA
181
IFP Advisors
Florida
$260 – – –
DPW
182
DiNuzzo Private Wealth
Pennsylvania
$100 +$100 +8 New
GI
183
GAMMA Investing
California
$77 +$77 +7 New
SCA
184
Southpoint Capital Advisors
New York
– -$23.7M -2,500,000 Closed
RCM
185
Rivermont Capital Management
New York
– -$5.49M -578,807 Closed
SSP
186
Sixth Street Partners
Texas
– -$4.42M -465,842 Closed
Citadel Advisors
187
Citadel Advisors
Florida
– -$3.79M -399,475 Closed
HIM
188
Hillsdale Investment Management
Ontario, Canada
– -$2.6M -274,000 Closed
Norges Bank
189
Norges Bank
Norway
– -$2.49M -262,700 Closed
WMSA
190
Weiss Multi-Strategy Advisers
New York
– -$2.41M -254,435 Closed
HV
191
HST Ventures
Utah
– -$2.18M -229,564 Closed
NCGI
192
Next Century Growth Investors
Minnesota
– -$1.93M -203,901 Closed
SFI
193
Susquehanna Fundamental Investments
Pennsylvania
– -$1.78M -187,292 Closed
PP
194
PDT Partners
New York
– -$1.51M -159,650 Closed
QT
195
Quantbot Technologies
New York
– -$803K -84,695 Closed
ECM
196
ExodusPoint Capital Management
New York
– -$641K -67,601 Closed
JF
197
Jump Financial
Illinois
– -$499K -52,651 Closed
PTC
198
Petrus Trust Company
Texas
– -$390K -41,167 Closed
Capstone Investment Advisors
199
Capstone Investment Advisors
New York
– -$293K -30,861 Closed
QC
200
Quadrature Capital
United Kingdom
– -$205K -21,684 Closed
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