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AppFolio
APPF

Overview Fund Activity

192 hedge funds and large institutions have $2.05B invested in AppFolio in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+4
Holders Change %
+2.13%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
75
Reduced
52
Closed
29
Calls
$9.17M
Puts
$573K
Net Calls
+$8.6M
Net Calls Change
+$3.83M

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
$40.6M
2
DDC
DF Dent & Co
Maryland
$47.3M
3
ESCM
Echo Street Capital Management
New York
$208M
4
Bank of America
Bank of America
North Carolina
$8.23M
5
EAM
Eagle Asset Management
Florida
$16M

Top Sellers

1
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
$40.8M
2
BCM
Brown Capital Management
Maryland
$337M
3
LPP
Long Path Partners
Connecticut
$2.9M
4
SRFM
Shannon River Fund Management
New York
$7.04M
5
PGDP
Pragma Gestao de Patrimonio
Brazil
$498K
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
176
Matthew Hamilton Rosenberg
$3.73K – – –
PPC
177
Park Place Capital
Alabama
$3.24K +$3.24K +26 New
BWM
178
Baystate Wealth Management
Massachusetts
$2.49K +$2.49K +20 New
ARS
179
Adirondack Retirement Specialists
New York
$2.28K – – –
US Bancorp
180
US Bancorp
Minnesota
$2.24K -$249 -2 -10%
MCM
181
Manchester Capital Management
Vermont
$2.24K – – –
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
HCM
183
Hollencrest Capital Management
California
$1.87K -$74.7K -600 -98%
BWL
184
Bogart Wealth LLC
Virginia
$1.87K +$1.87K +15 New
FCA
185
FinTrust Capital Advisors
South Carolina
$1.79K – – –
BIA
186
Bell Investment Advisors
California
$1.74K – – –
EI
187
Ellevest Inc
New York
$1.25K -$249 -2 -17%
CAL
188
Capital Advisors Ltd
Ohio
$1K – – –
AAP
189
Arax Advisory Partners
Colorado
$872 +$872 +7 New
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$622 – – –
AWM
191
Abound Wealth Management
Tennessee
$498 – – –
IFAM
192
Institutional & Family Asset Management
Colorado
$498 +$498 +4 New
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
$483 +$71 +570 +17%
Millennium Management
194
Millennium Management
New York
– -$2.54M -24,105 Closed
XT
195
XTX Topco
Cayman Islands
– -$681K -6,458 Closed
DTL
196
Dynamic Technology Lab
Singapore
– -$679K -6,442 Closed
SSA
197
Schonfeld Strategic Advisors
New York
– -$623K -5,908 Closed
TI
198
Trexquant Investment
Connecticut
– -$595K -5,642 Closed
YIH
199
Y-Intercept (HK)
Hong Kong
– -$542K -5,148 Closed
NYLIM
200
New York Life Investment Management
New York
– -$528K -5,011 Closed
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