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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
FHA
251
First Horizon Advisors
Tennessee
$51.6K +$2.25K +12 +4%
Walleye Trading
252
Walleye Trading
New York
$45.9K +$49.6K +265 New
C
253
Covestor
United Kingdom
$45K +$21.5K +115 +81%
RA
254
RiverPark Advisors
New York
$31.7K +$9.37K +50 +38%
S
255
SignatureFD
Georgia
$30.1K +$3K +16 +10%
HNB
256
Huntington National Bank
Ohio
$28.6K -$3.93K -21 -11%
AIM
257
Arcadia Investment Management
Michigan
$26.7K +$3K +16 +12%
AF
258
Allworth Financial
California
$23K +$1.87K +10 +8%
SSG
259
Summit Securities Group
New York
$20K +$21.4K +114 New
PTC
260
Private Trust Company
Ohio
$17K -$3.75K -20 -17%
AS
261
Altshuler Shaham
Israel
$16.8K -$3.93K -21 -18%
SPIA
262
Steward Partners Investment Advisory
New York
$15.6K
PIM
263
Plato Investment Management
Australia
$14.9K +$16.1K +86 New
MIFH
264
Migdal Insurance & Financial Holdings
Israel
$14K +$375 +2 +3%
LC
265
Lindbrook Capital
California
$13.7K -$937 -5 -6%
PS
266
Principal Securities
Iowa
$12.1K +$13.1K +70 New
GRP
267
Global Retirement Partners
California
$10.5K +$2.06K +11 +22%
LA
268
LM Advisors
California
$9.21K +$9.93K +53 New
AAM
269
Advisors Asset Management
Colorado
$7.97K +$8.62K +46 New
PPC
270
Park Place Capital
Alabama
$7.1K
MA
271
MCF Advisors
Kentucky
$6.93K +$749 +4 +11%
IHWM
272
Iron Horse Wealth Management
Iowa
$6.24K
NA
273
NewEdge Advisors
Louisiana
$6.24K +$6.75K +36 New
BIA
274
Bell Investment Advisors
California
$5.2K +$2.25K +12 +67%
MHR
275
Matthew Hamilton Rosenberg
$5.2K