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301 hedge funds and large institutions have $4.84B invested in Appian in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 29

141% more capital invested

Capital invested by funds: $2.01B → $4.84B (+$2.84B)

41% more funds holding

Funds holding: 214301 (+87)

28% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 67

3.36% less ownership

Funds ownership: 82.31%78.95% (-3.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less call options, than puts

Call options by funds: $157M | Put options by funds: $243M

Holders
301
Holders Change
+87
Holders Change %
+40.65%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
116
Increased
86
Reduced
67
Closed
29
Calls
$157M
Puts
$243M
Net Calls
-$86.6M
Net Calls Change
-$90.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
CenterStar Asset Management
Illinois
$151K
CFD
227
Creative Financial Designs
Indiana
$148K +$92.9K +830 +1,038%
GWM
228
Geneos Wealth Management
Colorado
$134K +$74.5K +665 +222%
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$131K +$16.1K +144 +22%
ICP
230
Interchange Capital Partners
Pennsylvania
$115K +$79.5K +710 New
PA
231
Parallel Advisors
California
$110K +$336 +3 +0.4%
CF
232
Centaurus Financial
California
$110K +$75.8K +677 New
FCH
233
Freestone Capital Holdings
Washington
$105K
GEA
234
Glen Eagle Advisors
New Jersey
$104K -$3.92K -35 -5%
KTC
235
Kistler-Tiffany Companies
Pennsylvania
$100K
VC
236
Vestor Capital
Illinois
$96K +$66.6K +595 New
S
237
SignatureFD
Georgia
$95K +$896 +8 +1%
HIA
238
Harbor Investment Advisory
Maryland
$89K
ETC
239
Exchange Traded Concepts
Oklahoma
$89K +$59.9K +535 +3,821%
CAGAS
240
Capital Advisory Group Advisory Services
Minnesota
$85K
SPIA
241
Steward Partners Investment Advisory
New York
$84K +$30K +268 +106%
TFA
242
Toth Financial Advisory
Virginia
$81K
WEC
243
Winslow Evans & Crocker
Massachusetts
$81K +$56K +500 New
AWM
244
Avior Wealth Management
Nebraska
$60K +$32.8K +293 +366%
AF
245
Allworth Financial
California
$58K +$6.16K +55 +18%
ME
246
McIlrath & Eck
Washington
$57K
FDCDDQ
247
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.9K +$27.4K +245 +245%
ATC
248
Adirondack Trust Company
New York
$55K +$5.6K +50 +25%
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$50K -$13.4K -120 -28%
PFGIA
250
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$11.2K -100 -25%

APPN Hedge Fund Activity: Q4 2020 in Review

301 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2020, worth a combined $4.84B — up 141% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new APPN positions and 29 closed out — a net gain of 87 holders — while 86 added to existing stakes and 67 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $125M. The largest seller was Abdiel Capital Advisors, cutting an estimated $216M.

  • 301 institutional investors held Appian (APPN) as of Q4 2020, up from 214 in Q3 2020.
  • Funds reported $4.84B of Appian stock for Q4 2020, up 141% quarter-over-quarter.
  • 116 funds opened new Appian positions in Q4 2020 and 29 closed out, a net change of +87 holders.
  • The largest Appian buyer in Q4 2020 was Fred Alger Management, an estimated $125M added.
  • The largest Appian seller in Q4 2020 was Abdiel Capital Advisors, an estimated $216M sold.

Based on aggregated 13F filings for Q4 2020.