We are live on ! Find out more
APPF icon

AppFolio

128 hedge funds and large institutions have $1.4B invested in AppFolio in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $2.79M

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $1.2B → $1.4B (+$200M)

0.53% more ownership

Funds ownership: 77.19%77.72% (+0.53%)

2% less funds holding

Funds holding: 130128 (-2)

Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
23
Increased
49
Reduced
31
Closed
17
Calls
$10.9M
Puts
$2.79M
Net Calls
+$8.07M
Net Calls Change
+$5.21M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
26
Spark Investment Management
New York
$6.23M -$1.01M -9,900 -15%
Bank of America
27
Bank of America
North Carolina
$4.34M +$1.56M +15,264 +63%
Invesco
28
Invesco
Georgia
$4.19M -$18.9M -185,756 -83%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$3.84M -$1.04M -10,241 -23%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$3.67M +$555K +5,445 +20%
PC
31
Pier Capital
Connecticut
$3.66M -$4.28M -41,986 -56%
Wells Fargo
32
Wells Fargo
California
$3.55M -$65.9K -646 -2%
Goldman Sachs
33
Goldman Sachs
New York
$3.23M -$2.05M -20,060 -41%
Swiss National Bank
34
Swiss National Bank
Switzerland
$3.1M +$122K +1,200 +4%
SAM
35
Silvercrest Asset Management
New York
$3.06M -$121K -1,182 -4%
JP Morgan Chase
36
JP Morgan Chase
New York
$2.7M +$1.71M +16,786 +217%
NA
37
Navellier & Associates
Nevada
$2.68M -$19.5K -191 -0.8%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$2.66M -$134K -1,309 -5%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$2.64M -$49.5K -485 -2%
UBS Group
40
UBS Group
Switzerland
$2.6M +$798K +7,823 +49%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.55M -$4.08K -40 -0.2%
CIA
42
Capital Impact Advisors
Massachusetts
$2.54M +$215K +2,107 +10%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$2.47M +$620K +6,078 +37%
AllianceBernstein
44
AllianceBernstein
Tennessee
$2.45M
Barclays
45
Barclays
United Kingdom
$2.4M +$975K +9,559 +78%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$2.36M +$38.8K +380 +2%
Aviva
47
Aviva
United Kingdom
$1.98M +$1.84M +18,032 New
Citigroup
48
Citigroup
New York
$1.91M +$1.25M +12,241 +238%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$1.87M +$1.73M +16,991 New
CS
50
Credit Suisse
Switzerland
$1.86M +$260K +2,545 +18%