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AppFolio

384 hedge funds and large institutions have $4.5B invested in AppFolio in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $13.3M

26% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 121

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% less capital invested

Capital invested by funds: $4.61B → $4.5B (-$112M)

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

1.76% less ownership

Funds ownership: 84.96%83.2% (-1.8%)

2% less funds holding

Funds holding: 391384 (-7)

Holders
384
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
57
Increased
153
Reduced
121
Closed
62
Calls
$22.8M
Puts
$13.3M
Net Calls
+$9.48M
Net Calls Change
-$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$8.06M +$619K +2,647 +8%
Prudential Financial
77
Prudential Financial
New Jersey
$8.04M -$8.46M -36,156 -51%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$7.8M -$1.33M -5,673 -15%
CM
79
Castleark Management
Illinois
$7.18M -$260K -1,110 -4%
PMAM
80
Picton Mahoney Asset Management
Ontario, Canada
$7.07M +$1.38M +5,910 +25%
TI
81
Trexquant Investment
Connecticut
$6.94M +$75.6K +323 +1%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$6.92M -$745K -3,182 -10%
Goldman Sachs
83
Goldman Sachs
New York
$6.84M -$22.5M -96,110 -77%
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$6.58M +$479K +2,047 +8%
AllianceBernstein
85
AllianceBernstein
Tennessee
$6.5M +$273K +1,168 +4%
Point72 Asset Management
86
Point72 Asset Management
Connecticut
$6.47M +$6.43M +27,501 New
CF
87
Corebridge Financial
Texas
$6.47M +$152K +650 +2%
NCGI
88
Next Century Growth Investors
Minnesota
$6.15M -$2.79M -11,917 -31%
HIM
89
Hillsdale Investment Management
Ontario, Canada
$5.94M -$181K -772 -3%
Allspring Global Investments
90
Allspring Global Investments
North Carolina
$5.8M +$1.68M +7,161 +41%
Lazard Asset Management
91
Lazard Asset Management
New York
$5.72M +$3.71M +15,851 +188%
AG
92
Algert Global
California
$5.64M +$1.15M +4,917 +26%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$5.2M +$827K +3,533 +19%
BAAM
94
Baker Avenue Asset Management
California
$5.06M +$711K +3,038 +16%
ZCI
95
Zevenbergen Capital Investments
Washington
$5.05M -$234K -1,000 -4%
Ensign Peak Advisors
96
Ensign Peak Advisors
Utah
$5.02M +$1.47M +6,295 +42%
California State Teachers Retirement System (CalSTRS)
97
California State Teachers Retirement System (CalSTRS)
California
$4.75M -$22.7K -97 -0.5%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$4.74M +$3.99M +17,074 +546%
PC
99
Pier Capital
Connecticut
$4.69M -$4.26M -18,201 -48%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.5M +$225K +962 +5%