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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
CSPIA
151
Cary Street Partners Investment Advisory
Virginia
$39.5K +$41.7K +375 New
DFCM
152
Dark Forest Capital Management
Puerto Rico
$29.8K +$29.5K +265 +1,472%
ASN
153
Advisory Services Network
Georgia
$29.1K +$30.7K +276 New
Baillie Gifford & Co
154
Baillie Gifford & Co
United Kingdom
$24.2K +$2K +18 +8%
PMEF
155
Point72 Middle East FZE
United Arab Emirates
$22.2K +$23.5K +211 New
QT
156
Quantbot Technologies
New York
$20.7K +$21.8K +196 New
Dimensional Fund Advisors
157
Dimensional Fund Advisors
Texas
$16.8K -$4.48M -40,301 -20%
S
158
SignatureFD
Georgia
$16.8K +$222 +2 +1%
MIFH
159
Migdal Insurance & Financial Holdings
Israel
$12K
Balyasny Asset Management
160
Balyasny Asset Management
Illinois
$10.5K +$11.1K +100 New
Walleye Trading
161
Walleye Trading
New York
$10.1K +$10.7K +96 New
AF
162
Allworth Financial
California
$9.8K +$334 +3 +3%
SPIA
163
Steward Partners Investment Advisory
New York
$9.48K
GRP
164
Global Retirement Partners
California
$6.43K +$6.79K +61 New
TFP
165
Tilia Fiduciary Partners
North Carolina
$5.27K
TWA
166
TCI Wealth Advisors
Arizona
$4.53K
PTC
167
Private Trust Company
Ohio
$4K +$4.56K +41 New
GTCM
168
Gyon Technologies Capital Management
New Jersey
$3.37K +$3.56K +32 New
MHR
169
Matthew Hamilton Rosenberg
$3.16K
WT
170
Whittier Trust
California
$2.85K -$3.67K -33 -55%
LC
171
Lindbrook Capital
California
$2.85K +$1.22K +11 +69%
ME
172
McIlrath & Eck
Washington
$2.11K
US Bancorp
173
US Bancorp
Minnesota
$2.11K +$222 +2 +11%
BAM
174
Belpointe Asset Management
Nevada
$2.11K +$2.23K +20 New
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$2K +$556 +5 +45%