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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
CIA
51
Capital Impact Advisors
Massachusetts
$2.29M
AG
52
Algert Global
California
$2.13M -$375K -4,964 -15%
1832 Asset Management
53
1832 Asset Management
Ontario, Canada
$2.11M +$2.03M +26,900 New
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$2.09M +$230K +3,039 +13%
Nisa Investment Advisors
55
Nisa Investment Advisors
Missouri
$1.97M +$1.9M +25,076 New
Assenagon Asset Management
56
Assenagon Asset Management
Luxembourg
$1.93M +$1.86M +24,563 New
PPA
57
Parametric Portfolio Associates
Washington
$1.92M +$1.15M +15,177 +162%
EGM
58
Engineers Gate Manager
New York
$1.89M +$1.82M +24,133 New
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.82M +$46K +608 +3%
DCM
60
Driehaus Capital Management
Illinois
$1.58M +$1.53M +20,179 New
CI
61
Cavalier Investments
Georgia
$1.5M
JP Morgan Chase
62
JP Morgan Chase
New York
$1.37M +$1.09M +14,445 +482%
Ameriprise
63
Ameriprise
Minnesota
$1.25M +$1.21M +15,966 New
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$1.24M +$840K +11,107 +235%
SCA
65
Secor Capital Advisors
New York
$1.22M -$3.85M -50,895 -77%
ZIM
66
Zacks Investment Management
Illinois
$1.21M +$44.2K +585 +4%
ARTA
67
A.R.T. Advisors
New York
$1.2M +$113K +1,500 +11%
MSL
68
Mackay Shields LLC
New York
$1.18M +$658K +8,700 +138%
DTL
69
Dynamic Technology Lab
Singapore
$1.12M +$1.08M +14,229 New
Bank of America
70
Bank of America
North Carolina
$1.08M +$818K +10,812 +359%
RG
71
Rathbones Group
United Kingdom
$1.08M
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$1.06M -$59.4K -785 -6%
Bessemer Group
73
Bessemer Group
New Jersey
$1.04M
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$1.03M -$115K -1,520 -10%
Balyasny Asset Management
75
Balyasny Asset Management
Illinois
$944K +$65.2K +862 +8%