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AppFolio

136 hedge funds and large institutions have $827M invested in AppFolio in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 34

32% more capital invested

Capital invested by funds: $628M → $827M (+$199M)

12% more funds holding

Funds holding: 121136 (+15)

0.05% less ownership

Funds ownership: 67.41%67.37% (-0.05%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
136
Holders Change
+15
Holders Change %
+12.4%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
28
Increased
51
Reduced
34
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$6.7M +$1.95M +25,759 +43%
SIM
27
Spark Investment Management
New York
$6.03M +$1.76M +23,300 +43%
PAM
28
Panagora Asset Management
Massachusetts
$5.3M -$23.9K -316 -0.5%
Millennium Management
29
Millennium Management
New York
$5.12M +$4.94M +65,338 New
Deutsche Bank
30
Deutsche Bank
Germany
$5.06M +$2.55M +33,755 +110%
DBG
31
De Burlo Group
Massachusetts
$5.03M +$1.24M +16,400 +34%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$5.03M -$1.16M -15,388 -19%
GAM
33
Gotham Asset Management
New York
$4.94M +$47.3K +625 +1%
CEP
34
Chicago Equity Partners
Illinois
$4.35M +$3.47M +45,910 +479%
BIM
35
Bogle Investment Management
Massachusetts
$4.34M -$2.44M -32,300 -37%
TCIM
36
TIAA CREF Investment Management
New York
$4.15M -$2.34M -30,999 -37%
AllianceBernstein
37
AllianceBernstein
Tennessee
$3.85M -$129K -1,700 -3%
Two Sigma Investments
38
Two Sigma Investments
New York
$3.53M -$4.85M -64,188 -59%
NA
39
Navellier & Associates
Nevada
$3.21M +$15.7K +208 +0.5%
American Century Companies
40
American Century Companies
Missouri
$3.2M +$874K +11,558 +39%
UBS Group
41
UBS Group
Switzerland
$3.19M +$2.3M +30,409 +294%
Federated Hermes
42
Federated Hermes
Pennsylvania
$3.16M +$2.89M +38,276 +1,871%
HI
43
HBK Investments
Texas
$2.92M +$2.82M +37,300 New
MAM
44
Martingale Asset Management
Massachusetts
$2.89M
Marshall Wace
45
Marshall Wace
United Kingdom
$2.88M +$2.78M +36,777 New
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.85M -$704K -9,313 -20%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$2.81M
OAM
48
Oxford Asset Management
United Kingdom
$2.76M -$3.61M -47,702 -58%
EI
49
EAM Investors
California
$2.58M +$2.49M +32,890 New
TA
50
Teachers Advisors
New York
$2.32M +$132K +1,743 +6%