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AppFolio
APPF

45 hedge funds and large institutions have $70.1M invested in AppFolio in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more funds holding

Funds holding: 30 → 45 (+15)

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

31% more capital invested

Capital invested by funds: $53.3M → $70.1M (+$16.8M)

Holders
45
Holders Change
+15
Holders Change %
+50%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
9
Reduced
6
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PC
Pier Capital
Connecticut
+$3.06M
2
BFA
BlackRock Fund Advisors
California
+$2.4M
3
CS
Credit Suisse
Switzerland
+$1.86M
4
BIT
BlackRock Institutional Trust
California
+$1.62M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.09M

Top Sellers

1
BCM
BlueMar Capital Management
Florida
-$1.62M
2
TCM
TimesSquare Capital Management
New York
-$1.46M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$1.41M
4
DCM
Driehaus Capital Management
Illinois
-$1.41M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
51
Federated Hermes
Pennsylvania
– -$141K -10,000 Closed
SG Americas Securities
52
SG Americas Securities
New York
– -$101K -7,189 Closed
CGI
53
CI Global Investments
California
– -$71K -5,000 Closed
UBS Group
54
UBS Group
Switzerland
– -$39K -2,783 Closed
Citigroup
55
Citigroup
New York
– +$16 +1 New
Wells Fargo
56
Wells Fargo
California
– +$372 +23 New
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