undamentalytics Newsletter

Avidia Bancorp, Inc.: which funds bought and sold

Institutions that bought and sold Avidia Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 55 institutions that filed 13F reports for both quarters added to or opened positions in Avidia Bancorp, and 25 cut or closed them. Together they added a net 610K shares, +9.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.1M shares (−36.0%); index fund managers were net buyers of 1.6M shares (+101.3%). 28 opened a new position and 12 sold out entirely.

Bought, Q2 2026 55 institutions, 28 of them new holders Sold, Q2 2026 25 institutions, 12 of them sold out
Net change, all compared +610K shares (+9.4%)
Net change, active managers −1.1M shares (−36.0%), 10 bought, 11 sold

Buyers versus sellers

institutions compared, 92
Active managers and hedge funds 10 bought · 11 sold · −1.1M
Index fund managers 8 bought · 1 sold · +1.6M
Other institutions 37 bought · 13 sold · +152K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +875K +316.5% 1.2M $24.2M
Geode Capital Management, LLC Index funds +223K +101.3% 443K $9.3M
State Street Corp Index funds +188K +299.4% 251K $5.3M
Vanguard Portfolio Management LLC Index funds +123K New position 123K $2.6M
Northern Trust Corp Index funds +104K +257.9% 144K $3M
Renaissance Technologies LLC Hedge fund +74K +169.8% 117K $2.5M
Charles Schwab Investment Management Inc Index funds +51K +505.7% 61K $1.3M
Bank Of New York Mellon Corp +46K New position 46K $964,133
Marshall Wace, LLP Hedge fund +45K +44.8% 146K $3.1M
Panagora Asset Management Inc Active manager +45K New position 45K $938,169
Nuveen, LLC +36K New position 36K $759,649
Two Sigma Investments, LP Hedge fund +36K +17.1% 247K $5.2M
Gsa Capital Partners LLP +35K New position 35K $739,000
Arbiter Partners Capital Management LLC +33K +100.0% 66K $1.4M
Morgan Stanley +25K +20.3% 149K $3.1M
Polaris Capital Management, LLC +23K +56.5% 63K $1.3M
Trexquant Investment LP Hedge fund +19K +72.8% 45K $944,676
Deutsche Bank Ag\ +18K New position 18K $375,301
Integrated Wealth Concepts LLC +18K New position 18K $372,320
Rhumbline Advisers Index funds +17K New position 17K $356,636

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager −778K Sold out 0 —
Millennium Management LLC Hedge fund −300K −93.0% 23K $476,242
Alliancebernstein L.P. Active manager −135K Sold out 0 —
White Pine Capital LLC −78K −47.3% 87K $1.8M
Susquehanna International Group, LLP −59K Sold out 0 —
Schonfeld Strategic Advisors LLC Hedge fund −36K −75.9% 11K $240,585
Jane Street Group, LLC −30K −69.2% 13K $276,228
Qube Research & Technologies Ltd Hedge fund −26K Sold out 0 —
T. Rowe Price Investment Management, Inc. Active manager −25K −2.1% 1.2M $24.6M
Vanguard Capital Management LLC Index funds −21K −2.6% 801K $16.8M
Jpmorgan Chase & Co −20K −35.1% 38K $800,464
Deprince Race & Zollo Inc Active manager −20K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −18K Sold out 0 —
Maltese Capital Management LLC −14K Sold out 0 —
HRT Financial LP −13K Sold out 0 —
Brevan Howard Capital Management LP Hedge fund −13K Sold out 0 —
Hudson Bay Capital Management LP Hedge fund −12K Sold out 0 —
Russell Investments Group, Ltd. −11K −14.1% 66K $1.4M
State Of Wyoming −8,071 Sold out 0 —
Franklin Resources Inc Active manager −7,801 −10.2% 68K $1.4M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Vanguard Portfolio Management LLCIndex funds 123K $2.6M
Bank Of New York Mellon Corp 46K $964,133
Panagora Asset Management IncActive manager 45K $938,169
Nuveen, LLC 36K $759,649
Gsa Capital Partners LLP 35K $739,000
Deutsche Bank Ag\ 18K $375,301
Integrated Wealth Concepts LLC 18K $372,320
Rhumbline AdvisersIndex funds 17K $356,636
Price T Rowe Associates IncActive manager 15K $321,000
Occudo Quantitative Strategies LP 15K $312,982

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Wellington Management Group LLPActive manager 778K $15.3M
Alliancebernstein L.P.Active manager 135K $2.3M
Susquehanna International Group, LLP 59K $1.2M
Qube Research & Technologies LtdHedge fund 26K $515,256
Deprince Race & Zollo IncActive manager 20K $399,222
Point72 Asset Management, L.P.Hedge fund 18K $345,740
Maltese Capital Management LLC 14K $265,545
HRT Financial LP 13K $257,000
Brevan Howard Capital Management LPHedge fund 13K $250,733
Hudson Bay Capital Management LPHedge fund 12K $236,079

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
80
Ten largest holders
70.9%
of 13F-reported shares
Index fund managers
44.0%
of 13F-reported shares
Active managers and hedge funds
27.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 10 11 3 7 −1.1M −36.0%
Index fund managers 8 1 2 0 +1.6M +101.3%
Other institutions 37 13 23 5 +152K +8.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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