APPF icon

AppFolio

182 hedge funds and large institutions have $2.72B invested in AppFolio in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
Holders Change %
0%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
33
Increased
69
Reduced
49
Closed
32
Calls
$18M
Puts
$6.95M
Net Calls
+$11.1M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$64K -$2.2M -12,159 -97%
VFA
152
Valeo Financial Advisors
Indiana
$58K
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$58K +$9.76K +54 +20%
US Bancorp
154
US Bancorp
Minnesota
$53K +$1.27K +7 +2%
PWPS
155
Pinnacle Wealth Planning Services
Ohio
$53K +$53K +296 New
SPIA
156
Steward Partners Investment Advisory
New York
$52K +$16.3K +90 +46%
Baillie Gifford & Co
157
Baillie Gifford & Co
United Kingdom
$47K +$47K +262 New
Lazard Asset Management
158
Lazard Asset Management
New York
$43K +$43K +243 New
HPC
159
HM Payson & Co
Maine
$34K -$9.26K -52 -21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
160
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$33K +$15K +83 +83%
ME
161
McIlrath & Eck
Washington
$28K
QT
162
Quantbot Technologies
New York
$26K -$264K -1,493 -91%
SFS
163
Sowell Financial Services
Arkansas
$25K -$360 -2 -1%
MIFH
164
Migdal Insurance & Financial Holdings
Israel
$18K -$608K -3,413 -97%
Group One Trading
165
Group One Trading
Illinois
$17K +$17K +95 New
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$16K
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$16K +$16K +94 New
CIA
168
Cascade Investment Advisors
Oregon
$13.5K +$4.5K +25 +50%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$13K +$11.6K +66 +825%
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$12K -$4.77K -27 -28%
MHR
171
Matthew Hamilton Rosenberg
$11K
VAIA
172
Virtus Alternative Investment Advisers
Connecticut
$7K -$7K -39 -50%
NFG
173
Next Financial Group
Texas
$6K -$13K -76 -68%
S
174
SignatureFD
Georgia
$6K
BCA
175
Berman Capital Advisors
Georgia
$6K