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AppFolio
APPF

Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
$638M
2
State Street
State Street
Massachusetts
$173M
3
Invesco
Invesco
Georgia
$50.5M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$46.2M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$43.8M

Top Sellers

1
BCM
Brown Capital Management
Maryland
$280M
2
Morgan Stanley
Morgan Stanley
New York
$107M
3
DCM
Driehaus Capital Management
Illinois
$48.1M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$5.64M
5
FAM
Fred Alger Management
New York
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
276
Lewis Asset Management
California
$292K +$292K +1,184 New
CANY
277
Caxton Associates (New York)
New York
$290K +$290K +1,176 New
Cambridge Investment Research Advisors
278
Cambridge Investment Research Advisors
Iowa
$284K +$284K +1,151 New
HighTower Advisors
279
HighTower Advisors
Illinois
$281K +$281K +1,126 New
Mackenzie Financial
280
Mackenzie Financial
Ontario, Canada
$273K -$68.6K -278 -20%
FFA
281
First Foundation Advisors
California
$271K +$271K +1,098 New
HSBC Holdings
282
HSBC Holdings
United Kingdom
$259K -$872K -3,533 -77%
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$256K +$256K +1,036 New
MLICM
284
Metropolitan Life Insurance Company (MetLife)
New York
$249K -$23.9K -97 -9%
SPS
285
Susquehanna Portfolio Strategies
Pennsylvania
$247K +$247K +1,000 New
NA
286
Navellier & Associates
Nevada
$247K +$247K +1,000 New
RMDI
287
R.M. Davis Inc
Maine
$247K +$247K +1,000 New
PWLP
288
Prio Wealth Limited Partnership
Massachusetts
$247K +$247K +1,000 New
SW
289
SteelPeak Wealth
California
$247K +$247K +1,000 New
CWM
290
Congress Wealth Management
Massachusetts
$247K +$247K +1,000 New
BAM
291
Belpointe Asset Management
Nevada
$246K +$246K +995 New
FCA
292
Fortis Capital Advisors
Kansas
$246K +$246K +995 New
DekaBank Deutsche Girozentrale
293
DekaBank Deutsche Girozentrale
Germany
$235K +$235K +964 New
KIA
294
KCM Investment Advisors
California
$234K +$234K +948 New
HI
295
Handelsinvest Investeringsforvaltning
Denmark
$225K -$117K -473 -34%
KIC
296
Kensington Investment Counsel
California
$222K +$222K +900 New
PTC
297
Petrus Trust Company
Texas
$221K -$377K -1,528 -63%
CAM
298
Cresset Asset Management
Illinois
$220K +$220K +893 New
Simplex Trading
299
Simplex Trading
Illinois
$220K +$5.91K +24 +3%
VA
300
Vident Advisory
Georgia
$210K +$210K +850 New
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