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AppFolio

295 hedge funds and large institutions have $3.08B invested in AppFolio in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 110 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 83

20% more funds holding

Funds holding: 245295 (+50)

3.51% more ownership

Funds ownership: 78.66%82.16% (+3.5%)

2% more capital invested

Capital invested by funds: $3.01B → $3.08B (+$73.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

15% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $22.2M

Holders
295
Holders Change
+50
Holders Change %
+20.41%
% of All Funds
4.3%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
72
Increased
110
Reduced
83
Closed
19
Calls
$18.9M
Puts
$22.2M
Net Calls
-$3.24M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$5.49M +$1.61M +8,609 +37%
UBS Group
77
UBS Group
Switzerland
$5.34M +$3.48M +18,571 +152%
DWA
78
Delap Wealth Advisory
Oregon
$5.34M +$5.77M +30,799 New
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$4.89M +$1.05M +5,580 +25%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$4.71M -$58.6K -313 -1%
Polen Capital Management
81
Polen Capital Management
Florida
$4.69M -$1.42M -7,577 -22%
AllianceBernstein
82
AllianceBernstein
Tennessee
$4.64M +$544K +2,904 +12%
HIM
83
Hillsdale Investment Management
Ontario, Canada
$4.46M -$25.3K -135 -0.5%
Jane Street
84
Jane Street
New York
$4.37M +$3.64M +19,442 +336%
JAM
85
Jupiter Asset Management
United Kingdom
$4.1M +$4.44M +23,688 New
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$4M -$1.09M -5,821 -20%
AA
87
Ancora Advisors
Ohio
$3.88M -$3.68M -19,618 -47%
Man Group
88
Man Group
United Kingdom
$3.73M +$4.03M +21,518 New
GCP
89
GSA Capital Partners
United Kingdom
$3.67M +$2.98M +15,916 +303%
Voloridge Investment Management
90
Voloridge Investment Management
Florida
$3.6M -$742K -3,961 -16%
Legal & General Group
91
Legal & General Group
United Kingdom
$3.55M +$288K +1,539 +8%
Walleye Capital
92
Walleye Capital
New York
$3.54M +$1.88M +10,039 +97%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$3.52M +$515K +2,747 +16%
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$3.45M -$156K -833 -4%
JF
95
Jump Financial
Illinois
$3.36M +$2.61M +13,907 +253%
BAAM
96
Baker Avenue Asset Management
California
$3.36M +$213K +1,137 +6%
GCM
97
Graham Capital Management
Connecticut
$3.18M +$1.36M +7,252 +65%
HF
98
HRT Financial
New York
$3.1M +$3.35M +17,904 New
EP
99
Edgestream Partners
New Jersey
$3.07M +$3.32M +17,717 New
EGM
100
Engineers Gate Manager
New York
$3.03M +$2.42M +12,918 +283%