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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
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$1.14M +$326K +1,393 +40%
NAM
177
NorthCrest Asset Manangement
Minnesota
$1.12M +$141K +601 +14%
PFG
178
PAX Financial Group
Texas
$1.11M +$1.11M +4,734 New
AIP
179
Ameritas Investment Partners
Nebraska
$1.11M +$51.5K +220 +5%
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$1.1M +$74.9K +320 +7%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$1.1M -$378K -1,616 -26%
PP
182
PDT Partners
New York
$1.08M -$6.32K -27 -0.6%
X
183
Xponance
Pennsylvania
$1.04M -$81.4K -348 -7%
ECM
184
ExodusPoint Capital Management
New York
$1.04M +$1.04M +4,426 New
GCP
185
GSA Capital Partners
United Kingdom
$1.04M -$1.9M -8,120 -65%
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$1.04M +$187K +800 +22%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$1.03M +$662K +2,830 +183%
Jacobs Levy Equity Management
188
Jacobs Levy Equity Management
New Jersey
$1M -$31.8K -136 -3%
LAM
189
LECAP Asset Management
United Kingdom
$1M +$996K +4,259 New
NMERB
190
New Mexico Educational Retirement Board
New Mexico
$989K
HW
191
Hancock Whitney
Mississippi
$983K +$123K +524 +14%
OAM
192
Oppenheimer Asset Management
New York
$960K -$251K -1,071 -21%
American Century Companies
193
American Century Companies
Missouri
$949K +$93.8K +401 +11%
YIH
194
Y-Intercept (HK)
Hong Kong
$939K -$3M -12,842 -76%
WEO
195
William E. Oberndorf
$927K
II
196
Inspire Investing
Idaho
$921K +$916K +3,913 New
IC
197
IEQ Capital
California
$889K +$883K +3,776 New
HCA
198
Harbor Capital Advisors
Illinois
$843K +$48.4K +207 +6%
Pacer Advisors
199
Pacer Advisors
Pennsylvania
$804K +$69.7K +298 +10%
GC
200
Guggenheim Capital
Illinois
$788K -$360K -1,539 -31%