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AppFolio
APPF

Overview Fund Activity

158 hedge funds and large institutions have $2.29B invested in AppFolio in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
-24
Holders Change %
-13.19%
% of All Funds
2.78%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
56
Reduced
53
Closed
42
Calls
$9.23M
Puts
$8.72M
Net Calls
+$511K
Net Calls Change
-$10.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$174M
2
OCBV
Ownership Capital B.V.
Netherlands
$39M
3
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
$66.5M
4
BCM
Brown Capital Management
Maryland
$404M
5
Capital Research Global Investors
Capital Research Global Investors
California
$145M

Top Sellers

1
WEO
William E. Oberndorf
$58.2M
2
Norges Bank
Norges Bank
Norway
$19.1M
3
BlackRock
BlackRock
New York
$170M
4
SCM
Steadfast Capital Management
New York
$29.6M
5
PC
Pier Capital
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$62.1K +$21.5K +152 +53%
Macquarie Group
127
Macquarie Group
Australia
$51K -$16.7K -119 -25%
US Bancorp
128
US Bancorp
Minnesota
$42K +$980 +7 +2%
VFA
129
Valeo Financial Advisors
Indiana
$40K -$5.86K -41 -13%
Baillie Gifford & Co
130
Baillie Gifford & Co
United Kingdom
$39K +$2.11K +15 +6%
CIA
131
Cascade Investment Advisors
Oregon
$33.2K +$22.6K +160 +213%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
132
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$31K +$4.74K +33 +18%
TCWM
133
Total Clarity Wealth Management
Illinois
$31K +$31K +220 New
HPC
134
HM Payson & Co
Maine
$27K – – –
ME
135
McIlrath & Eck
Washington
$22K – – –
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$13K – – –
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$13K +$402 +3 +3%
MIFH
138
Migdal Insurance & Financial Holdings
Israel
$12K -$2.26K -16 -16%
SIAP
139
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K +$12K +86 New
SFS
140
Sowell Financial Services
Arkansas
$11K -$7.88K -58 -42%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$10K – – –
Fidelity Investments
142
Fidelity Investments
Massachusetts
$8K -$3.17K -21 -28%
MHR
143
Matthew Hamilton Rosenberg
$8K – – –
S
144
SignatureFD
Georgia
$7K +$2.14K +15 +44%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$6K +$6K +40 New
BCA
146
Berman Capital Advisors
Georgia
$5K – – –
IAIM
147
International Assets Investment Management
Florida
$4K – – –
TWA
148
TCI Wealth Advisors
Arizona
$4K +$4K +28 New
PA
149
Parallel Advisors
California
$3K +$3K +18 New
LC
150
Lindbrook Capital
California
$2K +$2K +11 New
4 5
6
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