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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
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$48K +$52K +400 New
CIA
127
Cascade Investment Advisors
Oregon
$42.7K -$8.45K -65 -15%
Macquarie Group
128
Macquarie Group
Australia
$39K
Baillie Gifford & Co
129
Baillie Gifford & Co
United Kingdom
$29K -$2.6K -20 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
130
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26K
TCWM
131
Total Clarity Wealth Management
Illinois
$26K +$28.6K +220 New
US Bancorp
132
US Bancorp
Minnesota
$25K -$909 -7 -3%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$13K +$10.7K +82 +373%
Simplex Trading
134
Simplex Trading
Illinois
$9K
GKWIM
135
Gerber Kawasaki Wealth & Investment Management
California
$9K +$10.8K +83 New
MPWT
136
MassMutual Private Wealth & Trust
Connecticut
$8K -$390 -3 -4%
MIFH
137
Migdal Insurance & Financial Holdings
Israel
$8K
S
138
SignatureFD
Georgia
$5K +$1.04K +8 +24%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$5K +$4.81K +37 +529%
MCM
140
Manchester Capital Management
Vermont
$5K +$5.2K +40 New
MHR
141
Matthew Hamilton Rosenberg
$4K -$3.9K -30 -50%
BCA
142
Berman Capital Advisors
Georgia
$4K
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
$3.37K +$3.64K +28 New
TWA
144
TCI Wealth Advisors
Arizona
$3K -$2.73K -21 -42%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$3K
PA
146
Parallel Advisors
California
$3K +$780 +6 +32%
GWSG
147
GPS Wealth Strategies Group
Colorado
$2K
NFSG
148
Newbridge Financial Services Group
Florida
$1K
QCG
149
Quadrant Capital Group
Ohio
$1K +$650 +5 New
BIA
150
Bell Investment Advisors
California
$1K +$1.17K +9 New