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AppFolio

384 hedge funds and large institutions have $4.5B invested in AppFolio in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $13.3M

26% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 121

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% less capital invested

Capital invested by funds: $4.61B → $4.5B (-$112M)

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

1.76% less ownership

Funds ownership: 84.96%83.2% (-1.8%)

2% less funds holding

Funds holding: 391384 (-7)

Holders
384
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
57
Increased
153
Reduced
121
Closed
62
Calls
$22.8M
Puts
$13.3M
Net Calls
+$9.48M
Net Calls Change
-$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
126
Barclays
United Kingdom
$2.33M +$393K +1,681 +20%
SC
127
Savant Capital
Illinois
$2.29M +$2.28M +9,742 New
BMSSC
128
B. Metzler seel. Sohn & Co
Germany
$2.27M
Janus Henderson Group
129
Janus Henderson Group
United Kingdom
$2.2M +$50.3K +215 +2%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$2.13M +$2.09M +8,918 +5,985%
ZIM
131
Zacks Investment Management
Illinois
$2.1M +$171K +732 +9%
EGM
132
Engineers Gate Manager
New York
$2.1M +$771K +3,297 +59%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.08M +$103K +442 +5%
Simplex Trading
134
Simplex Trading
Illinois
$2.03M +$1.59M +6,797 +374%
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$2M +$96.4K +412 +5%
YCM
136
Yousif Capital Management
Michigan
$1.96M -$102K -436 -5%
Millennium Management
137
Millennium Management
New York
$1.91M -$18.4M -78,655 -91%
Citigroup
138
Citigroup
New York
$1.9M +$233K +995 +14%
BCI
139
Brinker Capital Investments
Pennsylvania
$1.83M -$309K -1,319 -15%
OPS
140
Orion Portfolio Solutions
Nebraska
$1.83M -$309K -1,319 -15%
LPL Financial
141
LPL Financial
California
$1.82M +$221K +944 +14%
GEM
142
Global Endowment Management
North Carolina
$1.81M
MAM
143
Martingale Asset Management
Massachusetts
$1.78M -$1.04M -4,436 -37%
Schroder Investment Management Group
144
Schroder Investment Management Group
United Kingdom
$1.76M -$1.96M -8,377 -53%
Wells Fargo
145
Wells Fargo
California
$1.63M +$205K +877 +14%
EF
146
Empowered Funds
Pennsylvania
$1.63M +$46.8K +200 +3%
PHK
147
Point72 Hong Kong
Hong Kong
$1.59M +$315K +1,348 +25%
BCM
148
Bayesian Capital Management
New York
$1.56M
AAM
149
Azzad Asset Management
Virginia
$1.56M -$47.3K -202 -3%
GC
150
Globeflex Capital
California
$1.56M