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AppFolio

155 hedge funds and large institutions have $1.93B invested in AppFolio in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $2.46M

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

1.39% less ownership

Funds ownership: 85.68%84.29% (-1.4%)

3% less funds holding

Funds holding: 160155 (-5)

16% less capital invested

Capital invested by funds: $2.29B → $1.93B (-$363M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
155
Holders Change
-5
Holders Change %
-3.13%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
65
Reduced
41
Closed
24
Calls
$5.93M
Puts
$2.46M
Net Calls
+$3.47M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
101
Franklin Resources
California
$307K +$63K +485 +24%
WC
102
Weil Company
California
$305K +$329K +2,531 New
BPA
103
Beacon Pointe Advisors
California
$301K
ProShare Advisors
104
ProShare Advisors
Maryland
$296K -$318K -2,450 -50%
Stifel Financial
105
Stifel Financial
Missouri
$293K -$16.8K -129 -5%
American Century Companies
106
American Century Companies
Missouri
$291K
HighTower Advisors
107
HighTower Advisors
Illinois
$273K +$21.2K +163 +8%
SCMU
108
Steadfast Capital Management (UK)
United Kingdom
$269K +$291K +2,236 New
VF
109
Virtu Financial
New York
$244K +$263K +2,025 New
LPL Financial
110
LPL Financial
California
$242K -$568K -4,373 -69%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$242K -$5.85K -45 -2%
Victory Capital Management
112
Victory Capital Management
Texas
$238K -$12K -92 -4%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$234K +$28.1K +216 +12%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$225K +$57.8K +445 +31%
PAG
115
Private Advisor Group
New Jersey
$218K
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$213K
Prudential Financial
117
Prudential Financial
New Jersey
$209K +$7.67K +59 +4%
AIP
118
Ameritas Investment Partners
Nebraska
$177K
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$172K +$35.9K +276 +24%
NFG
120
Next Financial Group
Texas
$165K +$40.9K +315 +30%
UBS Group
121
UBS Group
Switzerland
$155K +$148K +1,140 +776%
TRCT
122
Tower Research Capital (TRC)
New York
$120K +$65.9K +507 +105%
SOW
123
State of Wyoming
Wyoming
$67K +$22.3K +172 +45%
SPIA
124
Steward Partners Investment Advisory
New York
$49K
PHK
125
Point72 Hong Kong
Hong Kong
$48K +$51.4K +396 New