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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
Creative Planning
101
Creative Planning
Kansas
$339K +$11.3K +150 +4%
ASN
102
Advisory Services Network
Georgia
$318K +$300K +3,961 +3,961%
MF
103
Magnetar Financial
Illinois
$317K +$306K +4,045 New
Victory Capital Management
104
Victory Capital Management
Texas
$310K -$191K -2,526 -39%
BCM
105
Bayesian Capital Management
New York
$285K +$275K +3,636 New
ISL
106
Ingalls & Snyder LLC
New York
$262K +$253K +3,343 New
Los Angeles Capital Management
107
Los Angeles Capital Management
California
$258K +$249K +3,290 New
VF
108
Virtu Financial
New York
$227K +$219K +2,893 New
II
109
Ibex Investors
Colorado
$203K +$196K +2,592 New
FQ
110
First Quadrant
California
$190K
Legal & General Group
111
Legal & General Group
United Kingdom
$180K +$7.18K +95 +4%
AG
112
Advisor Group
Arizona
$175K -$467K -6,177 -74%
AIM
113
Advantage Investment Management
Iowa
$142K
AIP
114
Ameritas Investment Partners
Nebraska
$98K
HFM
115
Harvest Fund Management
China
$85K +$82.3K +1,088 New
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$77K +$57.3K +758 +345%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$63.7K +$15K +199 +32%
WA
118
WealthTrust-Arizona
Arizona
$63K
NIT
119
NumerixS Investment Technologies
British Columbia, Canada
$56K +$52.9K +700 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$51K +$7.56K +100 +18%
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$44K +$42.1K +557 New
PAMG
122
Patton Albertson Miller Group
Tennessee
$40K +$52.9K +700 New
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$37K +$26.2K +346 +266%
Macquarie Group
124
Macquarie Group
Australia
$27K -$95.1K -1,258 -79%
DWA
125
Dorsey Wright & Associates
California
$27K +$25.7K +340 New