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283 hedge funds and large institutions have $3.8B invested in Appian in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 77 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 77

22% more call options, than puts

Call options by funds: $183M | Put options by funds: $151M

2% more capital invested

Capital invested by funds: $3.74B → $3.8B (+$61M)

2.03% less ownership

Funds ownership: 72.2%70.17% (-2%)

12% less funds holding

Funds holding: 322283 (-39)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
283
Holders Change
-39
Holders Change %
-12.11%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
105
Reduced
77
Closed
74
Calls
$183M
Puts
$151M
Net Calls
+$32.8M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$35K -$2.61K -23 -8%
OCM
227
Orion Capital Management
California
$34K
AWM
228
Avior Wealth Management
Nebraska
$31K
LC
229
Lindbrook Capital
California
$30K +$7.5K +66 +43%
CFGS
230
Concourse Financial Group Securities
Alabama
$29K
AF
231
Allworth Financial
California
$28K
PFBT
232
Parkside Financial Bank & Trust
Missouri
$28K
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$28K
WP
234
WealthShield Partners
North Carolina
$24K
DWA
235
Delos Wealth Advisors
Texas
$23K +$19.1K +168 New
AWA
236
Arkadios Wealth Advisors
Georgia
$23K +$19.3K +170 New
Canada Pension Plan Investment Board
237
Canada Pension Plan Investment Board
Ontario, Canada
$22K -$81.7K -719 -82%
BFC
238
Bedel Financial Consulting
Indiana
$22K
SA
239
SRH Advisors
Kansas
$22K
SB
240
Strategic Blueprint
Georgia
$22K +$18.2K +160 New
LPWM
241
Lake Point Wealth Management
Texas
$20K +$16.7K +147 New
LFG
242
Larson Financial Group
Missouri
$19K -$7.95K -70 -33%
BWM
243
BerganKDV Wealth Management
Minnesota
$19K
TC
244
Truvestments Capital
Florida
$17K -$3.98K -35 -22%
CCA
245
Column Capital Advisors
Indiana
$17K +$11K +97 +404%
HPC
246
HM Payson & Co
Maine
$17K +$14.3K +126 New
TFO
247
Tarbox Family Office
California
$14K +$11.4K +100 New
CFA
248
Carroll Financial Associates
North Carolina
$13K -$17K -150 -60%
TCM
249
Tradewinds Capital Management
Washington
$12K
CA
250
Clearstead Advisors
Ohio
$12K +$8.29K +73 +562%

APPN Hedge Fund Activity: Q2 2021 in Review

283 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2021, worth a combined $3.8B — up 1.6% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of APPN and 36 opened new positions — a net loss of 38 holders — while 77 trimmed existing stakes and 105 added.

The largest buyer was First Trust Advisors, adding an estimated $46.3M. The largest seller was Fred Alger Management, exiting entirely with an estimated $87.4M sold.

  • 283 institutional investors held Appian (APPN) as of Q2 2021, down from 322 in Q1 2021.
  • Funds reported $3.8B of Appian stock for Q2 2021, up 1.6% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q2 2021 and 74 closed out, a net change of -38 holders.
  • The largest Appian buyer in Q2 2021 was First Trust Advisors, an estimated $46.3M added.
  • The largest Appian seller in Q2 2021 was Fred Alger Management, an estimated $87.4M sold.

Based on aggregated 13F filings for Q2 2021.