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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
VA
301
Vident Advisory
Georgia
$210K +$183K +850 New
ATPW
302
Ashton Thomas Private Wealth
Arizona
$209K +$182K +846 New
AWM
303
Axxcess Wealth Management
California
$207K +$181K +840 New
QCG
304
Quadrant Capital Group
Ohio
$197K +$167K +773 +2,863%
TSMHT
305
Thurston Springer Miller Herd & Titak
Indiana
$175K +$153K +708 New
Nisa Investment Advisors
306
Nisa Investment Advisors
Missouri
$169K +$3.88K +18 +3%
RA
307
RiverPark Advisors
New York
$165K +$105K +485 +265%
NEI
308
Northwest & Ethical Investments
Ontario, Canada
$154K +$135K +625 New
PA
309
Parallel Advisors
California
$143K -$1.51K -7 -1%
C
310
Covestor
United Kingdom
$136K +$63.2K +293 +114%
KBC Group
311
KBC Group
Belgium
$125K +$18.3K +85 +20%
Walleye Trading
312
Walleye Trading
New York
$123K +$50.5K +234 +88%
HIA
313
Harbor Investment Advisory
Maryland
$115K -$18.3K -85 -15%
BAMF
314
BI Asset Management Fondsmaeglerselskab
Denmark
$94K +$2.16K +10 +3%
Walleye Capital
315
Walleye Capital
New York
$87.1K -$4.33M -20,080 -98%
CMBA
316
C.M. Bidwell & Associates
Hawaii
$83.6K +$69.7K +323 +2,019%
ETC
317
Exchange Traded Concepts
Oklahoma
$82.9K +$72.5K +336 New
AssetMark Inc
318
AssetMark Inc
California
$74.3K
FHA
319
First Horizon Advisors
Tennessee
$73.5K
HFM
320
Harvest Fund Management
China
$73K +$63.8K +296 New
AAM
321
Advisors Asset Management
Colorado
$44.4K +$28.9K +134 +291%
S
322
SignatureFD
Georgia
$43.4K +$431 +2 +1%
HNB
323
Huntington National Bank
Ohio
$41.5K +$647 +3 +2%
AF
324
Allworth Financial
California
$33.6K +$647 +3 +2%
AIM
325
Arcadia Investment Management
Michigan
$30.1K -$6.9K -32 -21%