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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 %
PA
176
Parallel Advisors
California
$1.92K – – –
PWMG
177
Private Wealth Management Group
New Jersey
$1.52K +$1.52K +187 New
SCM
178
Sterling Capital Management
North Carolina
$1.44K +$1.44K +177 New
FFA
179
Farther Finance Advisors
California
$1.34K -$438 -54 -25%
RIL
180
Rothschild Investment LLC
Illinois
$973 +$486 +60 +100%
FFO
181
Fortitude Family Office
Arizona
$714 +$714 +88 New
EWA
182
EverSource Wealth Advisors
Alabama
$527 – – –
LC
183
Lindbrook Capital
California
$470 -$3.42K -422 -88%
AF
184
Allworth Financial
California
$236 +$236 +29 New
Federated Hermes
185
Federated Hermes
Pennsylvania
$122 -$7.15M -878,758 -100%
CAM
186
Creekmur Asset Management
Illinois
$105 – – –
JWA
187
JFS Wealth Advisors
Pennsylvania
$82 -$197 -24 -71%
SIC
188
SJS Investment Consulting
Ohio
$49 -$49 -6 -50%
DPW
189
DiNuzzo Private Wealth
Pennsylvania
$33 -$33 -4 -50%
LPC
190
Lone Pine Capital
Connecticut
– -$61.2M -5,078,341 Closed
Lord, Abbett & Co
191
Lord, Abbett & Co
New Jersey
– -$49.4M -4,093,610 Closed
IECM
192
Intrinsic Edge Capital Management
Illinois
– -$33.6M -2,782,265 Closed
ACL
193
Azora Capital LP
Florida
– -$32.5M -2,692,696 Closed
KCM
194
Kodai Capital Management
Illinois
– -$26.5M -2,200,392 Closed
Massachusetts Financial Services
195
Massachusetts Financial Services
Massachusetts
– -$22M -1,821,585 Closed
AI
196
Aperture Investors
New York
– -$15.1M -1,248,067 Closed
GIP
197
Granite Investment Partners
California
– -$10.8M -895,227 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$7.01M -581,300 Closed
Lazard Asset Management
199
Lazard Asset Management
New York
– -$6.7M -555,824 Closed
Brown Advisory
200
Brown Advisory
Maryland
– -$4.9M -406,175 Closed
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