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214 hedge funds and large institutions have $2.01B invested in Appian in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $1.46B → $2.01B (+$547M)

25% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 55

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

13% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $30.6M

2% more funds holding

Funds holding: 209214 (+5)

0.93% more ownership

Funds ownership: 81.37%82.31% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
69
Reduced
55
Closed
33
Calls
$34.8M
Puts
$30.6M
Net Calls
+$4.12M
Net Calls Change
+$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
226
Dynamic Technology Lab
Singapore
-$504K -9,828 Closed
AIM
227
Aigen Investment Management
New York
-$387K -7,542 Closed
PRC
228
Pearl River Capital
Michigan
-$375K -7,316 Closed
VWA
229
V Wealth Advisors
Kansas
-$320K -6,244 Closed
SM
230
Sciencast Management
New Jersey
-$220K -4,794 Closed
PP
231
PDT Partners
New York
-$226K -4,407 Closed
PAG
232
Private Advisor Group
New Jersey
-$100K -1,952 Closed
WAM
233
Wolverine Asset Management
Illinois
-$70K -1,383 Closed
CAN
234
Cetera Advisor Networks
California
-$70K -1,372 Closed
CFA
235
Carroll Financial Associates
North Carolina
-$34K -671 Closed
TC
236
Truvestments Capital
Florida
-$27K -546 Closed
Canada Pension Plan Investment Board
237
Canada Pension Plan Investment Board
Ontario, Canada
-$19K -378 Closed
RMC
238
Resources Management Corp
Connecticut
-$10K -200 Closed
AWM
239
Apollon Wealth Management
South Carolina
-$9K -172 Closed
TI
240
tru Independence
Oregon
-$9 -171 Closed
APWM
241
Atlas Private Wealth Management
New York
-$7K -145 Closed
EWP
242
Engrave Wealth Partners
Texas
-$6K -125 Closed
BBA
243
Braun-Bostich & Associates
Pennsylvania
-$5K -100 Closed
GWMIA
244
Global Wealth Management Investment Advisory
Florida
-$5K -100 Closed
PIMG
245
Patriot Investment Management Group
Tennessee
-$5.13K -100 Closed
LWANC
246
Laurel Wealth Advisors (North Carolina)
North Carolina
-$4K -70 Closed
FWM
247
Filbrandt Wealth Management
Wisconsin
-$3K -50 Closed

APPN Hedge Fund Activity: Q3 2020 in Review

214 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2020, worth a combined $2.01B — up 38% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APPN positions and 33 closed out — a net gain of 6 holders — while 69 added to existing stakes and 55 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $116M. The largest seller was D.E. Shaw & Co, cutting an estimated $11.3M.

  • 214 institutional investors held Appian (APPN) as of Q3 2020, up from 209 in Q2 2020.
  • Funds reported $2.01B of Appian stock for Q3 2020, up 38% quarter-over-quarter.
  • 39 funds opened new Appian positions in Q3 2020 and 33 closed out, a net change of +6 holders.
  • The largest Appian buyer in Q3 2020 was Baillie Gifford & Co, an estimated $116M added.
  • The largest Appian seller in Q3 2020 was D.E. Shaw & Co, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2020.