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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 %
HCM
351
Hollencrest Capital Management
California
$3.7K – – –
PWMG
352
Private Wealth Management Group
New Jersey
$2.47K – – –
MCM
353
Manchester Capital Management
Vermont
$2.22K – – –
CAL
354
Capital Advisors Ltd
Ohio
$2K – – –
AAP
355
Arax Advisory Partners
Colorado
$1.97K – – –
CA
356
Continuum Advisory
Idaho
$1.96K +$1.96K +8 New
WPA
357
West Paces Advisors
Georgia
$1.48K -$4.69K -19 -76%
MPWT
358
MassMutual Private Wealth & Trust
Connecticut
$1.23K – – –
TPCW
359
TD Private Client Wealth
New York
$1.23K +$1.23K +5 New
EWA
360
EverSource Wealth Advisors
Alabama
$1.13K +$1.13K +5 New
AWM
361
Abound Wealth Management
Tennessee
$987 – – –
VCM
362
Versant Capital Management
Arizona
$987 – – –
IFAM
363
Institutional & Family Asset Management
Colorado
$987 – – –
RIL
364
Rothschild Investment LLC
Illinois
$493 +$493 +2 New
TFM
365
TFC Financial Management
Massachusetts
$247 +$247 +1 New
Qube Research & Technologies (QRT)
366
Qube Research & Technologies (QRT)
United Kingdom
– -$16M -92,132 Closed
CSS
367
Cubist Systematic Strategies
Connecticut
– -$14.5M -83,531 Closed
DIGDR
368
Dynamo Internacional Gestao de Recursos
Brazil
– -$12.1M -69,765 Closed
SC
369
Syon Capital
California
– -$9.93M -57,321 Closed
AA
370
Ancora Advisors
Ohio
– -$3.88M -22,382 Closed
Voloridge Investment Management
371
Voloridge Investment Management
Florida
– -$3.6M -20,793 Closed
HF
372
HRT Financial
New York
– -$3.1M -17,904 Closed
EP
373
Edgestream Partners
New Jersey
– -$3.07M -17,717 Closed
ACM
374
Aquatic Capital Management
Illinois
– -$1.77M -10,200 Closed
YIH
375
Y-Intercept (HK)
Hong Kong
– -$1.75M -10,129 Closed
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