We are live on ! Find out more
APPF icon

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
HCM
251
HMS Capital Management
Tennessee
$392K +$343K +1,590 New
MML Investors Services
252
MML Investors Services
Massachusetts
$379K +$331K +1,537 New
SG Americas Securities
253
SG Americas Securities
New York
$370K +$74K +343 +30%
Cerity Partners
254
Cerity Partners
New York
$366K +$320K +1,482 New
PCM
255
Prelude Capital Management
New York
$365K +$319K +1,479 New
Stifel Financial
256
Stifel Financial
Missouri
$363K -$195K -902 -38%
MS
257
Maven Securities
Jersey
$363K +$317K +1,470 New
US Bancorp
258
US Bancorp
Minnesota
$356K +$208K +964 +201%
NYLIM
259
New York Life Investment Management
New York
$354K +$309K +1,434 New
MA
260
Mutual Advisors
Nebraska
$354K -$48.3K -224 -14%
Mariner
261
Mariner
Kansas
$353K +$54.8K +254 +22%
OR
262
Olympiad Research
Connecticut
$348K +$304K +1,411 New
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$346K -$61.5K -285 -17%
KI
264
Kapitalo Investimentos
Brazil
$342K -$128K -592 -30%
PP
265
Paloma Partners
Connecticut
$336K +$293K +1,361 New
MFS
266
Mirabella Financial Services
United Kingdom
$334K +$293K +1,361 New
CC
267
Corton Capital
Ontario, Canada
$321K +$281K +1,302 New
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$320K -$220K -1,021 -44%
Creative Planning
269
Creative Planning
Kansas
$315K +$275K +1,275 New
PA
270
Profund Advisors
Maryland
$309K +$270K +1,253 New
Envestnet Portfolio Solutions
271
Envestnet Portfolio Solutions
Illinois
$307K +$269K +1,246 New
AAS
272
Avantax Advisory Services
Texas
$306K +$267K +1,239 New
FBT
273
First Bank & Trust
South Dakota
$297K +$260K +1,205 New
CA
274
Cullinan Associates
Kentucky
$296K
Cetera Investment Advisers
275
Cetera Investment Advisers
Illinois
$292K +$256K +1,185 New