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AppFolio

174 hedge funds and large institutions have $1.79B invested in AppFolio in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $6.77M | Put options by funds: $2.43M

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

16% more funds holding

Funds holding: 150174 (+24)

5% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 56

4.86% less ownership

Funds ownership: 83.65%78.79% (-4.9%)

8% less capital invested

Capital invested by funds: $1.94B → $1.79B (-$155M)

Holders
174
Holders Change
+24
Holders Change %
+16%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
43
Increased
53
Reduced
56
Closed
17
Calls
$6.77M
Puts
$2.43M
Net Calls
+$4.34M
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
126
JP Morgan Private Wealth Advisors
California
$259K -$28.8K -250 -10%
TI
127
Trexquant Investment
Connecticut
$251K +$255K +2,216 New
AG
128
Algert Global
California
$248K +$252K +2,192 New
UBS Group
129
UBS Group
Switzerland
$236K -$429K -3,725 -64%
HighTower Advisors
130
HighTower Advisors
Illinois
$234K -$29.9K -260 -11%
E
131
Ergoteles
New York
$228K +$232K +2,012 New
MM
132
MQS Management
New York
$226K +$230K +1,998 New
AIP
133
ARS Investment Partners
New York
$226K +$230K +2,000 New
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$205K -$273K -2,371 -57%
PAG
135
Private Advisor Group
New Jersey
$205K
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$199K -$27.9K -242 -12%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$187K -$287K -2,489 -60%
QT
138
Quantbot Technologies
New York
$167K +$170K +1,480 New
AIP
139
Ameritas Investment Partners
Nebraska
$166K
SOW
140
State of Wyoming
Wyoming
$160K +$9.21K +80 +6%
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$136K -$408K -3,545 -75%
TRCT
142
Tower Research Capital (TRC)
New York
$57K +$33.7K +293 +142%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$48K +$46K +399 +1,735%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$43K -$18.2K -158 -29%
Federated Hermes
145
Federated Hermes
Pennsylvania
$39K +$39.3K +341 New
CIA
146
Cascade Investment Advisors
Oregon
$33.4K -$6.91K -60 -17%
SPIA
147
Steward Partners Investment Advisory
New York
$25K -$20.5K -178 -44%
Baillie Gifford & Co
148
Baillie Gifford & Co
United Kingdom
$24K
ACM
149
Aquatic Capital Management
Illinois
$23K +$23K +200 New
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$17K +$2.07K +18 +14%