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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
DIM
201
DC Investments Management
Virginia
$782K
IMRF
202
Illinois Municipal Retirement Fund
Illinois
$772K
SGI
203
Summit Global Investments
Utah
$759K +$755K +3,225 New
I
204
InceptionR
California
$749K +$745K +3,183 New
HT
205
Headlands Technologies
Illinois
$745K +$740K +3,163 New
CB
206
Commerce Bank
Missouri
$742K -$19.4K -83 -3%
MMEA
207
Main Management ETF Advisors
California
$731K +$726K +3,104 New
SA
208
SpiderRock Advisors
Delaware
$701K
GAM
209
Gotham Asset Management
New York
$701K -$2.1M -8,994 -75%
PCA
210
Pallas Capital Advisors
Massachusetts
$695K +$847K +3,621 New
SA
211
Sanctuary Advisors
Indiana
$687K +$663K +2,833 New
CFMC
212
Curbstone Financial Management Corp
New Hampshire
$669K +$65.5K +280 +11%
SSA
213
Schonfeld Strategic Advisors
New York
$668K -$3.16M -13,494 -83%
Aviva
214
Aviva
United Kingdom
$658K +$25.5K +109 +4%
OTL
215
Oak Thistle LLC
New York
$646K +$642K +2,744 New
Pictet Asset Management
216
Pictet Asset Management
Switzerland
$639K -$36.7K -157 -5%
A
217
AlphaQuest
New York
$632K +$628K +2,685 New
TC
218
TownSquare Capital
Utah
$631K +$9.83K +42 +2%
SOADOR
219
State of Alaska Department of Revenue
Alaska
$628K +$86.6K +370 +16%
TD Asset Management
220
TD Asset Management
Ontario, Canada
$610K -$1.26M -5,400 -68%
IAA
221
Independent Advisor Alliance
North Carolina
$601K -$34.6K -148 -5%
Truist Financial
222
Truist Financial
North Carolina
$598K +$17.1K +73 +3%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$592K -$4.21K -18 -0.7%
Jane Street
224
Jane Street
New York
$585K -$20.1M -86,060 -97%
Calamos Advisors
225
Calamos Advisors
Illinois
$580K -$90.3K -386 -14%