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AppFolio

188 hedge funds and large institutions have $1.66B invested in AppFolio in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more call options, than puts

Call options by funds: $5.67M | Put options by funds: $896K

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

15% more funds holding

Funds holding: 163188 (+25)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% less capital invested

Capital invested by funds: $1.7B → $1.66B (-$42.2M)

2.28% less ownership

Funds ownership: 79.97%77.69% (-2.3%)

Holders
188
Holders Change
+25
Holders Change %
+15.34%
% of All Funds
3.02%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
47
Increased
64
Reduced
53
Closed
20
Calls
$5.67M
Puts
$896K
Net Calls
+$4.77M
Net Calls Change
+$5.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
126
Prudential Financial
New Jersey
$249K +$4.45K +40 +2%
Principal Financial Group
127
Principal Financial Group
Iowa
$245K -$49.9K -449 -16%
Stifel Financial
128
Stifel Financial
Missouri
$238K +$251K +2,257 New
EMG
129
ETF Managers Group
New Jersey
$235K +$31.1K +280 +14%
YWP
130
YorkBridge Wealth Partners
New York
$233K -$33.6K -302 -12%
FA
131
FDx Advisors
Illinois
$227K +$7.68K +69 +3%
PAMS
132
Pictet Asset Management (Switzerland)
Switzerland
$219K +$231K +2,078 New
QT
133
Quantamental Technologies
New York
$215K -$8.34K -75 -4%
Victory Capital Management
134
Victory Capital Management
Texas
$215K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$204K +$1.56K +14 +0.7%
AIP
136
Ameritas Investment Partners
Nebraska
$181K +$9.12K +82 +6%
Wells Fargo
137
Wells Fargo
California
$163K -$60.3K -542 -26%
Acadian Asset Management
138
Acadian Asset Management
Massachusetts
$159K +$170K +1,527 New
ACM
139
Aquatic Capital Management
Illinois
$147K +$156K +1,400 New
SOW
140
State of Wyoming
Wyoming
$136K +$26K +234 +22%
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$124K +$9.68K +87 +8%
UBS Group
142
UBS Group
Switzerland
$121K +$96.8K +870 +312%
TRCT
143
Tower Research Capital (TRC)
New York
$113K +$40.3K +362 +51%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$88K
Allspring Global Investments
145
Allspring Global Investments
North Carolina
$76.7K -$1.67K -15 -2%
Federated Hermes
146
Federated Hermes
Pennsylvania
$67.3K +$14.4K +129 +25%
HCM
147
Hollencrest Capital Management
California
$64.8K +$68.4K +615 New
C
148
Covestor
United Kingdom
$50K +$52K +467 +11,675%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$47.5K -$4.23K -38 -8%
HIA
150
Harbor Investment Advisory
Maryland
$43.1K +$45.5K +409 New