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AppFolio

366 hedge funds and large institutions have $4.86B invested in AppFolio in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 42

58% more capital invested

Capital invested by funds: $3.08B → $4.86B (+$1.77B)

25% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 95

24% more funds holding

Funds holding: 295366 (+71)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8.34% more ownership

Funds ownership: 82.16%90.5% (+8.3%)

7% more call options, than puts

Call options by funds: $37M | Put options by funds: $34.4M

Holders
366
Holders Change
+71
Holders Change %
+24.07%
% of All Funds
5.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
116
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
Change in
Stake
CFMC
226
Curbstone Financial Management Corp
New Hampshire
$632K
DT
227
Diversified Trust
Tennessee
$619K +$541K +2,510 New
BPA
228
Beacon Pointe Advisors
California
$619K
I
229
InceptionR
California
$615K +$538K +2,493 New
IAA
230
Independent Advisor Alliance
North Carolina
$612K -$16.2K -75 -3%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$609K -$8.63K -40 -2%
SOW
232
State of Wyoming
Wyoming
$600K +$4.96K +23 +1%
LOAMU
233
Lombard Odier Asset Management (USA)
New York
$596K +$521K +2,414 New
SC
234
Savant Capital
Illinois
$587K +$513K +2,381 New
Pictet Asset Management
235
Pictet Asset Management
Switzerland
$587K +$64.7K +300 +14%
VCA
236
Verdence Capital Advisors
Maryland
$578K +$49K +227 +11%
GT
237
Glenmede Trust
Pennsylvania
$573K +$501K +2,324 New
SOADOR
238
State of Alaska Department of Revenue
Alaska
$567K +$496K +2,300 New
Truist Financial
239
Truist Financial
North Carolina
$540K -$6.9K -32 -1%
PAG
240
Private Advisor Group
New Jersey
$520K +$1.94K +9 +0.4%
Verition Fund Management
241
Verition Fund Management
Connecticut
$511K -$247K -1,145 -36%
UWS
242
Unique Wealth Strategies
Illinois
$503K +$440K +2,040 New
CC
243
Centiva Capital
New York
$496K +$125K +581 +41%
VF
244
Virtu Financial
New York
$475K -$383K -1,777 -48%
CC
245
Cipher Capital
New York
$467K -$484K -2,243 -54%
LI
246
LVZ Inc
Michigan
$445K +$389K +1,802 New
NRD
247
Nebula Research & Development
New York
$440K -$1.56M -7,257 -80%
Amundi
248
Amundi
France
$416K
SAM
249
Securian Asset Management
Minnesota
$415K +$362K +1,680 New
DAS
250
Diversify Advisory Services
Utah
$406K +$363K +1,683 New