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AppFolio

384 hedge funds and large institutions have $4.5B invested in AppFolio in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $13.3M

26% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 121

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% less capital invested

Capital invested by funds: $4.61B → $4.5B (-$112M)

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

1.76% less ownership

Funds ownership: 84.96%83.2% (-1.8%)

2% less funds holding

Funds holding: 391384 (-7)

Holders
384
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
57
Increased
153
Reduced
121
Closed
62
Calls
$22.8M
Puts
$13.3M
Net Calls
+$9.48M
Net Calls Change
-$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
251
Boothbay Fund Management
New York
$396K +$394K +1,684 New
Cambridge Investment Research Advisors
252
Cambridge Investment Research Advisors
Iowa
$385K +$98.7K +422 +35%
SGA
253
Seaport Global Advisors
Massachusetts
$384K
ET
254
Entropy Technologies
New York
$384K +$381K +1,630 New
HCM
255
HMS Capital Management
Tennessee
$374K
AIM
256
Aigen Investment Management
New York
$361K -$147K -629 -29%
DekaBank Deutsche Girozentrale
257
DekaBank Deutsche Girozentrale
Germany
$355K
SG Americas Securities
258
SG Americas Securities
New York
$346K -$567K -2,424 -62%
TI
259
Tidal Investments
Wisconsin
$335K +$9.36K +40 +3%
LAM
260
Lewis Asset Management
California
$313K +$28.8K +123 +10%
NC
261
nVerses Capital
Florida
$306K -$46.8K -200 -13%
BMCM
262
Burns Matteson Capital Management
New York
$305K +$303K +1,296 New
SPA
263
Sherbrooke Park Advisers
New York
$302K +$300K +1,282 New
SAM
264
Silvercrest Asset Management
New York
$298K +$296K +1,266 New
MSRPS
265
Maryland State Retirement & Pension System
Maryland
$296K -$107K -457 -27%
CCAL
266
City Center Advisors LLC
Michigan
$294K +$292K +1,249 New
CIC
267
Cornercap Investment Counsel
Georgia
$288K -$376K -1,605 -57%
CAM
268
Cresset Asset Management
Illinois
$287K +$61.5K +263 +28%
Envestnet Portfolio Solutions
269
Envestnet Portfolio Solutions
Illinois
$286K
Cetera Investment Advisers
270
Cetera Investment Advisers
Illinois
$285K -$148K -631 -34%
Deutsche Bank
271
Deutsche Bank
Germany
$282K -$14.5K -62 -5%
URS
272
Utah Retirement Systems
Utah
$282K
SWA
273
Sax Wealth Advisors
New Jersey
$282K +$38.4K +164 +16%
Daiwa Securities Group
274
Daiwa Securities Group
Japan
$282K +$281K +1,200 New
DWM
275
Diversify Wealth Management
Utah
$281K -$28.8K -123 -8%