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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 %
Mitsubishi UFJ Asset Management
176
Mitsubishi UFJ Asset Management
Japan
$8.04K – – –
HIM
177
Hillsdale Investment Management
Ontario, Canada
$6.31K +$6.31K +480 New
LC
178
Lindbrook Capital
California
$5.76K – – –
US Bancorp
179
US Bancorp
Minnesota
$5.04K +$4.42K +336 +715%
PS
180
Principal Securities
Iowa
$3.95K – – –
AIM
181
Anchor Investment Management
South Carolina
$3.95K – – –
PA
182
Parallel Advisors
California
$2.56K -$1.09K -83 -30%
GI
183
GAMMA Investing
California
$2.12K +$2.03K +154 +2,200%
FFA
184
Farther Finance Advisors
California
$1.8K +$62 +5 +4%
VNA
185
Valley National Advisers
Pennsylvania
$1K – – –
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$881 +$881 +67 New
JWA
187
JFS Wealth Advisors
Pennsylvania
$448 -$13 -1 -3%
AWM
188
Avior Wealth Management
Nebraska
$381 +$381 +29 New
RIL
189
Rothschild Investment LLC
Illinois
$263 +$263 +20 New
SIC
190
SJS Investment Consulting
Ohio
$185 -$291 -22 -61%
DPW
191
DiNuzzo Private Wealth
Pennsylvania
$106 – – –
CFFNO
192
Common Fund For Nonprofit Organizations
Connecticut
– -$7.87M -635,554 Closed
GC
193
Gillson Capital
Illinois
– -$7.68M -619,893 Closed
Point72 Asset Management
194
Point72 Asset Management
Connecticut
– -$6.23M -502,700 Closed
VEPM
195
Vista Equity Partners Management
California
– -$3.25M -262,396 Closed
PI
196
PEAK6 Investments
Illinois
– -$2.73M -220,418 Closed
OQS
197
Occudo Quantitative Strategies
Florida
– -$2.57M -207,626 Closed
Walleye Capital
198
Walleye Capital
New York
– -$2.39M -193,298 Closed
SCM
199
SG Capital Management
Illinois
– -$1.98M -159,438 Closed
Calamos Advisors
200
Calamos Advisors
Illinois
– -$1.88M -151,359 Closed
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