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AppFolio

146 hedge funds and large institutions have $1.15B invested in AppFolio in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 31 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

36% more capital invested

Capital invested by funds: $842M → $1.15B (+$305M)

11% more call options, than puts

Call options by funds: $7.23M | Put options by funds: $6.5M

10% more funds holding

Funds holding: 133146 (+13)

3.31% more ownership

Funds ownership: 67.01%70.32% (+3.3%)

46% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 57

Holders
146
Holders Change
+13
Holders Change %
+9.77%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
32
Increased
31
Reduced
57
Closed
16
Calls
$7.23M
Puts
$6.5M
Net Calls
+$724K
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
101
Amalgamated Bank
New York
$280K +$259K +2,740 New
Ameriprise
102
Ameriprise
Minnesota
$274K +$253K +2,679 New
BPWA
103
Beacon Pointe Wealth Advisors
California
$256K +$236K +2,500 New
Wolverine Trading
104
Wolverine Trading
Illinois
$253K -$298K -3,155 -56%
FQ
105
First Quadrant
California
$248K
ACM
106
AlphaCrest Capital Management
New York
$245K -$397K -4,200 -64%
GCP
107
GSA Capital Partners
United Kingdom
$235K +$217K +2,300 New
Man Group
108
Man Group
United Kingdom
$223K -$183K -1,941 -47%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$220K -$133K -1,403 -39%
LPL Financial
110
LPL Financial
California
$209K -$91.6K -969 -32%
Walleye Trading
111
Walleye Trading
New York
$208K -$60.1K -636 -24%
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$200K +$20K +212 +12%
AIM
113
Advantage Investment Management
Iowa
$186K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$177K +$122K +1,287 +290%
Canada Life
115
Canada Life
Manitoba, Canada
$172K +$160K +1,689 New
NFG
116
Next Financial Group
Texas
$166K +$154K +1,625 New
Victory Capital Management
117
Victory Capital Management
Texas
$142K -$228K -2,412 -64%
TAM
118
Tiverton Asset Management
Delaware
$131K
AIP
119
Ameritas Investment Partners
Nebraska
$128K
MIFH
120
Migdal Insurance & Financial Holdings
Israel
$125K +$115K +1,221 New
PFO
121
Pathstone Family Office
New Jersey
$106K
MUS
122
Mitsubishi UFJ Securities
Japan
$97K -$20.8K -220 -19%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$72K +$66.2K +701 New
AG
124
Aperio Group
California
$69K +$63.3K +670 New
APA
125
American Portfolios Advisors
New York
$53.1K +$49K +519 New