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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
JFG
401
Jefferies Financial Group
New York
-$1.22M -5,000 Closed
PD
402
Point72 (DIFC)
United Arab Emirates
-$1.18M -4,831 Closed
GCM
403
Gladius Capital Management
Illinois
-$1.05M -4,308 Closed
SO
404
STRS Ohio
Ohio
-$1.04M -4,253 Closed
VI
405
Versor Investments
New York
-$1.03M -4,202 Closed
PRC
406
Pearl River Capital
Michigan
-$818K -3,346 Closed
CG
407
Cynosure Group
Utah
-$749K -3,063 Closed
CIA
408
Capital Impact Advisors
Massachusetts
-$738K -3,017 Closed
BAM
409
Belpointe Asset Management
Nevada
-$694K -2,839 Closed
FCA
410
Fortis Capital Advisors
Kansas
-$694K -2,839 Closed
Connor, Clark & Lunn Investment Management (CC&L)
411
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$680K -2,779 Closed
HSBC Holdings
412
HSBC Holdings
United Kingdom
-$574K -2,359 Closed
GT
413
Glenmede Trust
Pennsylvania
-$547K -2,235 Closed
Marshall Wace
414
Marshall Wace
United Kingdom
-$515K -2,107 Closed
NS
415
NBC Securities
Alabama
-$512K -2,094 Closed
UWS
416
Unique Wealth Strategies
Illinois
-$503K -2,040 Closed
Two Sigma Investments
417
Two Sigma Investments
New York
-$495K -2,022 Closed
DWA
418
Delap Wealth Advisory
Oregon
-$421K -1,720 Closed
SRL
419
Scientech Research LLC
New Jersey
-$407K -1,665 Closed
MFS
420
Mirabella Financial Services
United Kingdom
-$341K -1,395 Closed
LCM
421
Laurion Capital Management
New York
-$320K -1,310 Closed
Mackenzie Financial
422
Mackenzie Financial
Ontario, Canada
-$271K -1,108 Closed
GCS
423
Gordian Capital (Singapore)
Singapore
-$228K -1,082 Closed
CIP
424
Convergence Investment Partners
Florida
-$262K -1,073 Closed
NRD
425
Nebula Research & Development
New York
-$257K -1,052 Closed