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AppFolio

365 hedge funds and large institutions have $4.85B invested in AppFolio in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+70
Holders Change %
+23.73%
% of All Funds
5.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
115
Increased
119
Reduced
95
Closed
42
Calls
$37M
Puts
$34.4M
Net Calls
+$2.54M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Shares
Change %
DT
226
Diversified Trust
Tennessee
$619K +$619K +2,510 New
BPA
227
Beacon Pointe Advisors
California
$619K
I
228
InceptionR
California
$615K +$615K +2,493 New
IAA
229
Independent Advisor Alliance
North Carolina
$612K -$18.5K -75 -3%
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$609K -$9.87K -40 -2%
SOW
231
State of Wyoming
Wyoming
$600K +$5.68K +23 +1%
LOAMU
232
Lombard Odier Asset Management (USA)
New York
$596K +$596K +2,414 New
SC
233
Savant Capital
Illinois
$587K +$587K +2,381 New
Pictet Asset Management
234
Pictet Asset Management
Switzerland
$587K +$74K +300 +14%
VCA
235
Verdence Capital Advisors
Maryland
$578K +$56K +227 +11%
GT
236
Glenmede Trust
Pennsylvania
$573K +$573K +2,324 New
SOADOR
237
State of Alaska Department of Revenue
Alaska
$567K +$567K +2,300 New
Truist Financial
238
Truist Financial
North Carolina
$540K -$7.9K -32 -1%
PAG
239
Private Advisor Group
New Jersey
$520K +$2.22K +9 +0.4%
Verition Fund Management
240
Verition Fund Management
Connecticut
$511K -$283K -1,145 -36%
UWS
241
Unique Wealth Strategies
Illinois
$503K +$503K +2,040 New
CC
242
Centiva Capital
New York
$496K +$143K +581 +41%
VF
243
Virtu Financial
New York
$475K -$438K -1,777 -48%
CC
244
Cipher Capital
New York
$467K -$553K -2,243 -54%
LI
245
LVZ Inc
Michigan
$445K +$445K +1,802 New
NRD
246
Nebula Research & Development
New York
$440K -$1.79M -7,257 -80%
Amundi
247
Amundi
France
$416K
SAM
248
Securian Asset Management
Minnesota
$415K +$415K +1,680 New
DAS
249
Diversify Advisory Services
Utah
$406K +$406K +1,683 New
HCM
250
HMS Capital Management
Tennessee
$392K +$392K +1,590 New