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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
MA
276
Mutual Advisors
Nebraska
$278K -$53.6K -229 -14%
FBT
277
First Bank & Trust
South Dakota
$276K -$3.98K -17 -1%
Verition Fund Management
278
Verition Fund Management
Connecticut
$273K -$1.32M -5,651 -83%
CT
279
ClearAlpha Technologies
Connecticut
$268K +$267K +1,140 New
BAM
280
Blueshift Asset Management
New Jersey
$259K +$258K +1,102 New
RJFSA
281
Raymond James Financial Services Advisors
Florida
$259K +$258K +1,102 New
FFA
282
First Foundation Advisors
California
$258K
CA
283
Claro Advisors
Massachusetts
$252K +$250K +1,069 New
LTAS
284
Linden Thomas Advisory Services
North Carolina
$251K +$52.4K +224 +27%
CC
285
Centiva Capital
New York
$246K -$236K -1,008 -49%
ProShare Advisors
286
ProShare Advisors
Maryland
$246K -$605K -2,585 -71%
CA
287
Cullinan Associates
Kentucky
$240K
Credit Agricole
288
Credit Agricole
France
$238K +$237K +1,013 New
SW
289
SteelPeak Wealth
California
$237K +$1.4K +6 +0.6%
NA
290
Navellier & Associates
Nevada
$235K
PWLP
291
Prio Wealth Limited Partnership
Massachusetts
$235K
RMDI
292
R.M. Davis Inc
Maine
$235K
Creative Planning
293
Creative Planning
Kansas
$233K -$269K -1,151 -54%
Pathstone Holdings
294
Pathstone Holdings
New Jersey
$231K +$230K +982 New
AFA
295
Arlington Financial Advisors
California
$224K -$585K -2,500 -72%
MF
296
Magnetar Financial
Illinois
$222K +$221K +944 New
AI
297
Atria Investments
North Carolina
$217K -$5.15K -22 -2%
MML Investors Services
298
MML Investors Services
Massachusetts
$216K -$29.7K -127 -12%
HighTower Advisors
299
HighTower Advisors
Illinois
$213K -$10.8K -46 -5%
CSS
300
Cubist Systematic Strategies
Connecticut
$213K -$12.2M -52,220 -98%