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322 hedge funds and large institutions have $3.74B invested in Appian in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 301322 (+21)

3% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 104

0% less call options, than puts

Call options by funds: $115M | Put options by funds: $115M

6.75% less ownership

Funds ownership: 78.95%72.2% (-6.7%)

23% less capital invested

Capital invested by funds: $4.84B → $3.74B (-$1.1B)

Holders
322
Holders Change
+21
Holders Change %
+6.98%
% of All Funds
5.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
63
Increased
107
Reduced
104
Closed
38
Calls
$115M
Puts
$115M
Net Calls
-$362K
Net Calls Change
+$86.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Advisornet Financial
Minnesota
$187K +$35.4K +200 +17%
AAMU
227
Amundi Asset Management US
Massachusetts
$186K
SIM
228
Sonora Investment Management
Arizona
$186K
SWM
229
Spire Wealth Management
Virginia
$179K +$233K +1,319 New
SIC
230
Salem Investment Counselors
North Carolina
$164K -$23.9K -135 -10%
CHA
231
Carmichael Hill & Associates
Maryland
$141K -$79.3K -448 -30%
BCV
232
Banque Cantonale Vaudoise
Switzerland
$123K +$163K +923 New
Macquarie Group
233
Macquarie Group
Australia
$118K -$7.96K -45 -5%
GWM
234
Geneos Wealth Management
Colorado
$117K +$1.06K +6 +0.6%
Canada Pension Plan Investment Board
235
Canada Pension Plan Investment Board
Ontario, Canada
$117K +$156K +882 New
CFD
236
Creative Financial Designs
Indiana
$114K -$8.85K -50 -5%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$98K -$12.2K -69 -8%
CG
238
Cutler Group
California
$90K -$428K -2,421 -78%
EVM
239
Eaton Vance Management
Massachusetts
$86K +$115K +650 New
KTC
240
Kistler-Tiffany Companies
Pennsylvania
$82K
S
241
SignatureFD
Georgia
$81K +$4.78K +27 +5%
VC
242
Vestor Capital
Illinois
$79K
Twin Tree Management
243
Twin Tree Management
Texas
$75K -$656K -3,707 -87%
HIA
244
Harbor Investment Advisory
Maryland
$73K
SFS
245
Sowell Financial Services
Arkansas
$69K -$42.5K -240 -26%
GEA
246
Glen Eagle Advisors
New Jersey
$66.5K -$24.8K -140 -22%
TFA
247
Toth Financial Advisory
Virginia
$66K
MAM
248
Meeder Asset Management
Ohio
$61K +$80K +452 New
ETC
249
Exchange Traded Concepts
Oklahoma
$53K -$26.5K -150 -27%
AS
250
Altshuler Shaham
Israel
$53K +$70.9K +401 New

APPN Hedge Fund Activity: Q1 2021 in Review

322 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2021, worth a combined $3.74B — down 23% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new APPN positions and 38 closed out — a net gain of 25 holders — while 107 added to existing stakes and 104 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $67.2M. The largest seller was Morgan Stanley, cutting an estimated $292M.

  • 322 institutional investors held Appian (APPN) as of Q1 2021, up from 301 in Q4 2020.
  • Funds reported $3.74B of Appian stock for Q1 2021, down 23% quarter-over-quarter.
  • 63 funds opened new Appian positions in Q1 2021 and 38 closed out, a net change of +25 holders.
  • The largest Appian buyer in Q1 2021 was Two Sigma Investments, an estimated $67.2M added.
  • The largest Appian seller in Q1 2021 was Morgan Stanley, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2021.