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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
IAA
201
Independent Advisor Alliance
North Carolina
-$260K -2,479 Closed
E
202
Ergoteles
New York
-$251K -2,400 Closed
CWM
203
Castle Wealth Management
Florida
-$64K -615 Closed
HL
204
Harding Loevner
New Jersey
-$14K -138 Closed
Macquarie Group
205
Macquarie Group
Australia
-$34K -113 Closed
PAI
206
Pittenger & Anderson Inc
Nebraska
-$3K -29 Closed