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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
VPIM
276
Vanguard Personalized Indexing Management
California
$292K +$256K +1,185 New
LAM
277
Lewis Asset Management
California
$292K +$255K +1,184 New
CANY
278
Caxton Associates (New York)
New York
$290K +$254K +1,176 New
Cambridge Investment Research Advisors
279
Cambridge Investment Research Advisors
Iowa
$284K +$248K +1,151 New
HighTower Advisors
280
HighTower Advisors
Illinois
$281K +$243K +1,126 New
Mackenzie Financial
281
Mackenzie Financial
Ontario, Canada
$273K -$60K -278 -20%
FFA
282
First Foundation Advisors
California
$271K +$237K +1,098 New
HSBC Holdings
283
HSBC Holdings
United Kingdom
$259K -$762K -3,533 -77%
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
$256K +$223K +1,036 New
MLICM
285
Metropolitan Life Insurance Company (MetLife)
New York
$249K -$20.9K -97 -9%
CWM
286
Congress Wealth Management
Massachusetts
$247K +$216K +1,000 New
NA
287
Navellier & Associates
Nevada
$247K +$216K +1,000 New
PWLP
288
Prio Wealth Limited Partnership
Massachusetts
$247K +$216K +1,000 New
RMDI
289
R.M. Davis Inc
Maine
$247K +$216K +1,000 New
SW
290
SteelPeak Wealth
California
$247K +$216K +1,000 New
SPS
291
Susquehanna Portfolio Strategies
Pennsylvania
$247K +$216K +1,000 New
BAM
292
Belpointe Asset Management
Nevada
$246K +$215K +995 New
FCA
293
Fortis Capital Advisors
Kansas
$246K +$215K +995 New
DekaBank Deutsche Girozentrale
294
DekaBank Deutsche Girozentrale
Germany
$235K +$208K +964 New
KIA
295
KCM Investment Advisors
California
$234K +$204K +948 New
HI
296
Handelsinvest Investeringsforvaltning
Denmark
$225K -$102K -473 -34%
KIC
297
Kensington Investment Counsel
California
$222K +$194K +900 New
PTC
298
Petrus Trust Company
Texas
$221K -$330K -1,528 -63%
CAM
299
Cresset Asset Management
Illinois
$220K +$193K +893 New
Simplex Trading
300
Simplex Trading
Illinois
$220K +$5.17K +24 +3%