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AppFolio

112 hedge funds and large institutions have $386M invested in AppFolio in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

113% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more funds holding

Funds holding: 94112 (+18)

1.28% more ownership

Funds ownership: 62.89%64.18% (+1.3%)

4% less capital invested

Capital invested by funds: $404M → $386M (-$17.8M)

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
24
Increased
51
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCMH
26
Cornerstone Capital Management Holdings
New York
$3.21M +$2.16M +48,100 +165%
Two Sigma Investments
27
Two Sigma Investments
New York
$3.16M -$227K -5,054 -6%
PP
28
PDT Partners
New York
$2.65M -$3.86K -86 -0.1%
GAM
29
Gotham Asset Management
New York
$2.56M +$1.6M +35,673 +137%
WCM
30
Wildcat Capital Management
New York
$2.38M +$2.57M +57,372 New
Prudential Financial
31
Prudential Financial
New Jersey
$2.38M -$1.06M -23,700 -29%
ZIM
32
Zacks Investment Management
Illinois
$2.34M +$26.3K +587 +1%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$2.25M +$1.03M +23,030 +74%
CEP
34
Chicago Equity Partners
Illinois
$2.16M -$8.74K -195 -0.4%
AG
35
Algert Global
California
$2.15M +$443K +9,870 +23%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$2.07M -$303K -6,762 -12%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.94M +$296K +6,597 +16%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$1.87M +$1.98M +44,245 +5,489%
Morgan Stanley
39
Morgan Stanley
New York
$1.85M -$567K -12,646 -22%
B
40
Bailard
California
$1.75M +$1.89M +42,048 New
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.69M +$468K +10,448 +35%
Federated Hermes
42
Federated Hermes
Pennsylvania
$1.57M +$511K +11,403 +43%
American Century Companies
43
American Century Companies
Missouri
$1.54M -$89.8K -2,002 -5%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.52M +$1.34M +29,800 +432%
MC
45
Menta Capital
California
$1.51M +$1.42M +31,641 +673%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$1.4M +$396K +8,822 +35%
MAM
47
Martingale Asset Management
Massachusetts
$1.39M +$94.2K +2,102 +7%
SGAM
48
Smith Group Asset Management
Texas
$1.37M
HIM
49
Hillsdale Investment Management
Ontario, Canada
$1.21M +$89.7K +2,000 +7%
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$1.05M +$883K +19,696 +355%