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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 %
MML Investors Services
251
MML Investors Services
Massachusetts
$379K +$379K +1,537 New
SG Americas Securities
252
SG Americas Securities
New York
$370K +$84.7K +343 +30%
Cerity Partners
253
Cerity Partners
New York
$366K +$366K +1,482 New
PCM
254
Prelude Capital Management
New York
$365K +$365K +1,479 New
Stifel Financial
255
Stifel Financial
Missouri
$363K -$223K -902 -38%
MS
256
Maven Securities
Jersey
$363K +$363K +1,470 New
US Bancorp
257
US Bancorp
Minnesota
$356K +$238K +964 +201%
NYLIM
258
New York Life Investment Management
New York
$354K +$354K +1,434 New
MA
259
Mutual Advisors
Nebraska
$354K -$55.3K -224 -14%
Mariner
260
Mariner
Kansas
$353K +$62.7K +254 +22%
OR
261
Olympiad Research
Connecticut
$348K +$348K +1,411 New
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$346K -$70.3K -285 -17%
KI
263
Kapitalo Investimentos
Brazil
$342K -$146K -592 -30%
PP
264
Paloma Partners
Connecticut
$336K +$336K +1,361 New
MFS
265
Mirabella Financial Services
United Kingdom
$334K +$334K +1,361 New
CC
266
Corton Capital
Ontario, Canada
$321K +$321K +1,302 New
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$320K -$252K -1,021 -44%
Creative Planning
268
Creative Planning
Kansas
$315K +$315K +1,275 New
PA
269
Profund Advisors
Maryland
$309K +$309K +1,253 New
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$307K +$307K +1,246 New
AAS
271
Avantax Advisory Services
Texas
$306K +$306K +1,239 New
FBT
272
First Bank & Trust
South Dakota
$297K +$297K +1,205 New
CA
273
Cullinan Associates
Kentucky
$296K
Cetera Investment Advisers
274
Cetera Investment Advisers
Illinois
$292K +$292K +1,185 New
VPIM
275
Vanguard Personalized Indexing Management
California
$292K +$292K +1,185 New