AVDX icon

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 %
VNA
176
Valley National Advisers
Pennsylvania
$1K – – –
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$1K +$859 +79 +608%
RIL
178
Rothschild Investment LLC
Illinois
$724 +$483 +40 +200%
EWA
179
EverSource Wealth Advisors
Alabama
$581 +$581 +65 New
US Bancorp
180
US Bancorp
Minnesota
$567 -$4.05K -336 -88%
JWA
181
JFS Wealth Advisors
Pennsylvania
$411 – – –
CAM
182
Creekmur Asset Management
Illinois
$157 +$157 +13 New
SIC
183
SJS Investment Consulting
Ohio
$145 -$24 -2 -14%
DPW
184
DiNuzzo Private Wealth
Pennsylvania
$97 – – –
CFM
185
Coronation Fund Managers
South Africa
– -$9.84M -748,459 Closed
CSS
186
Cubist Systematic Strategies
Connecticut
– -$5.78M -439,405 Closed
TI
187
Trexquant Investment
Connecticut
– -$2.8M -213,239 Closed
Marshall Wace
188
Marshall Wace
United Kingdom
– -$2.45M -186,686 Closed
LCG
189
Lisanti Capital Growth
New York
– -$2.21M -167,715 Closed
SFI
190
Susquehanna Fundamental Investments
Pennsylvania
– -$1.85M -140,527 Closed
DADC
191
D.A. Davidson & Co
Montana
– -$1.11M -84,233 Closed
NRD
192
Nebula Research & Development
New York
– -$1.04M -79,227 Closed
GCP
193
GSA Capital Partners
United Kingdom
– -$1.04M -78,672 Closed
D.E. Shaw & Co
194
D.E. Shaw & Co
New York
– -$1.01M -76,777 Closed
Mirae Asset Global Investments
195
Mirae Asset Global Investments
South Korea
– -$588K -76,750 Closed
AIG
196
American International Group
New York
– -$979K -74,431 Closed
CG
197
Circumference Group
Arkansas
– -$592K -45,000 Closed
HCM
198
Horrell Capital Management
Arkansas
– -$592K -45,000 Closed
Verition Fund Management
199
Verition Fund Management
Connecticut
– -$568K -43,226 Closed
YIH
200
Y-Intercept (HK)
Hong Kong
– -$381K -28,977 Closed
5 6 7
8
9