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AppFolio

295 hedge funds and large institutions have $3.08B invested in AppFolio in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 110 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 83

20% more funds holding

Funds holding: 245295 (+50)

3.51% more ownership

Funds ownership: 78.66%82.16% (+3.5%)

2% more capital invested

Capital invested by funds: $3.01B → $3.08B (+$73.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

15% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $22.2M

Holders
295
Holders Change
+50
Holders Change %
+20.41%
% of All Funds
4.3%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
72
Increased
110
Reduced
83
Closed
19
Calls
$18.9M
Puts
$22.2M
Net Calls
-$3.24M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
226
Centiva Capital
New York
$248K +$268K +1,431 New
Mackenzie Financial
227
Mackenzie Financial
Ontario, Canada
$240K -$1.6M -8,539 -86%
HI
228
Handelsinvest Investeringsforvaltning
Denmark
$240K +$259K +1,385 New
SRL
229
Scientech Research LLC
New Jersey
$213K +$230K +1,230 New
SPA
230
Sherbrooke Park Advisers
New York
$211K +$229K +1,220 New
CA
231
Cullinan Associates
Kentucky
$208K
X
232
Xponance
Pennsylvania
$205K +$4.68K +25 +2%
Mariner
233
Mariner
Kansas
$204K +$220K +1,175 New
EC
234
EntryPoint Capital
New York
$201K +$218K +1,161 New
SG Americas Securities
235
SG Americas Securities
New York
$200K -$328K -1,750 -60%
MLICM
236
Metropolitan Life Insurance Company (MetLife)
New York
$192K
Lazard Asset Management
237
Lazard Asset Management
New York
$187K +$172K +918 +556%
Simplex Trading
238
Simplex Trading
Illinois
$150K +$163K +869 New
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$115K
Group One Trading
240
Group One Trading
Illinois
$103K +$82.6K +441 +283%
PA
241
Parallel Advisors
California
$101K -$1.12K -6 -1%
HIA
242
Harbor Investment Advisory
Maryland
$95.6K
MAM
243
Meeder Asset Management
Ohio
$85.4K +$92.4K +493 New
HT
244
Headlands Technologies
Illinois
$85.2K +$92.2K +492 New
US Bancorp
245
US Bancorp
Minnesota
$83.2K +$86K +459 +2,186%
KBC Group
246
KBC Group
Belgium
$73K
Point72 Asset Management
247
Point72 Asset Management
Connecticut
$69.3K -$56.2K -300 -43%
BAMF
248
BI Asset Management Fondsmaeglerselskab
Denmark
$64K +$69.7K +372 New
UFF
249
USA Financial Formulas
Michigan
$58.6K +$63.3K +338 New
AssetMark Inc
250
AssetMark Inc
California
$52.1K -$11.1K -59 -16%