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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
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$1M +$1.08M +24,155 New
ARTA
52
A.R.T. Advisors
New York
$932K +$467K +10,423 +87%
Macquarie Group
53
Macquarie Group
Australia
$867K +$44.8K +1,000 +5%
Charles Schwab
54
Charles Schwab
California
$834K +$246K +5,489 +38%
Allianz Asset Management
55
Allianz Asset Management
Germany
$828K -$1.1M -24,450 -55%
NA
56
Navellier & Associates
Nevada
$827K +$66.2K +1,476 +8%
Lazard Asset Management
57
Lazard Asset Management
New York
$792K +$857K +19,105 New
EGI
58
EAM Global Investors
California
$735K +$795K +17,721 New
SO
59
STRS Ohio
Ohio
$713K +$94.2K +2,100 +14%
QC
60
Quadrature Capital
United Kingdom
$657K +$710K +15,835 New
EI
61
EAM Investors
California
$645K -$1.54M -34,400 -69%
DTL
62
Dynamic Technology Lab
Singapore
$641K +$692K +15,443 New
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$617K +$94.3K +2,103 +16%
BIM
64
Bogle Investment Management
Massachusetts
$614K -$915K -20,413 -58%
AP
65
AHL Partners
United Kingdom
$610K +$659K +14,702 New
PPA
66
Parametric Portfolio Associates
Washington
$606K +$215K +4,804 +49%
TA
67
Teachers Advisors
New York
$604K +$26.5K +592 +4%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$586K
RG
69
Rathbones Group
United Kingdom
$571K
Bank of America
70
Bank of America
North Carolina
$571K +$352K +7,855 +133%
EMG
71
Ellington Management Group
Connecticut
$523K +$565K +12,600 New
Bessemer Group
72
Bessemer Group
New Jersey
$510K -$53.8K -1,200 -9%
CI
73
Cavalier Investments
Georgia
$510K
HHC
74
Hutchin Hill Capital
New York
$510K +$551K +12,300 New
LCM
75
Laurion Capital Management
New York
$497K -$3.44M -76,633 -86%