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AppFolio

155 hedge funds and large institutions have $1.93B invested in AppFolio in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $2.46M

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

1.39% less ownership

Funds ownership: 85.68%84.29% (-1.4%)

3% less funds holding

Funds holding: 160155 (-5)

16% less capital invested

Capital invested by funds: $2.29B → $1.93B (-$363M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
155
Holders Change
-5
Holders Change %
-3.13%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
65
Reduced
41
Closed
24
Calls
$5.93M
Puts
$2.46M
Net Calls
+$3.47M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
26
Canada Life
Manitoba, Canada
$10.9M +$1.48M +11,397 +15%
JP Morgan Chase
27
JP Morgan Chase
New York
$10.5M +$158K +1,215 +1%
William Blair & Company
28
William Blair & Company
Illinois
$8.32M +$90.8K +699 +1%
EAM
29
Eagle Asset Management
Florida
$7.63M -$15.5K -119 -0.2%
N
30
Nuveen
North Carolina
$7.39M -$511K -3,935 -6%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$7.12M -$648K -4,988 -8%
GPC
32
Greenstone Partners & Co
California
$6.76M
Goldman Sachs
33
Goldman Sachs
New York
$6.07M +$4.54M +34,974 +226%
Swiss National Bank
34
Swiss National Bank
Switzerland
$4.54M +$234K +1,800 +5%
ISL
35
Ingalls & Snyder LLC
New York
$4.04M +$922K +7,096 +27%
AllianceBernstein
36
AllianceBernstein
Tennessee
$3.09M
MWM
37
Mission Wealth Management
California
$3.05M +$1.26M +9,660 +62%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$2.91M -$216K -1,665 -6%
Renaissance Technologies
39
Renaissance Technologies
New York
$2.48M +$2.68M +20,600 New
UBS AM
40
UBS AM
Illinois
$2.39M
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.36M +$84.7K +652 +3%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$2.32M -$366K -2,819 -13%
Holocene Advisors
43
Holocene Advisors
New York
$2.27M +$149K +1,144 +6%
Wells Fargo
44
Wells Fargo
California
$2.11M +$210K +1,613 +10%
Lazard Asset Management
45
Lazard Asset Management
New York
$1.75M +$1.89M +14,583 New
Legal & General Group
46
Legal & General Group
United Kingdom
$1.75M +$428K +3,291 +29%
CS
47
Credit Suisse
Switzerland
$1.73M +$249K +1,920 +15%
VRS
48
Virginia Retirement Systems
Virginia
$1.65M +$351K +2,700 +25%
DA
49
Duality Advisers
Florida
$1.58M +$978K +7,529 +134%
SGM
50
Skye Global Management
Florida
$1.58M +$1.7M +13,100 New