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284 hedge funds and large institutions have $2.63B invested in Appian in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

1.53% more ownership

Funds ownership: 70.17%71.69% (+1.5%)

6% more call options, than puts

Call options by funds: $102M | Put options by funds: $96.3M

0% more funds holding

Funds holding: 283284 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less capital invested

Capital invested by funds: $3.8B → $2.63B (-$1.18B)

Holders
284
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
87
Reduced
72
Closed
47
Calls
$102M
Puts
$96.3M
Net Calls
+$5.37M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
226
Wagner Wealth Management (South Carolina)
South Carolina
$26K
RIM
227
Rockbridge Investment Management
New York
$25K -$9.75K -88 -25%
LJHT
228
Laurie J. Hall Trustee
$25K
AWM
229
Avior Wealth Management
Nebraska
$23K +$3.32K +30 +13%
JWA
230
JFS Wealth Advisors
Pennsylvania
$23K +$20.2K +182 +264%
CFGS
231
Concourse Financial Group Securities
Alabama
$20K
HNB
232
Huntington National Bank
Ohio
$19K -$12.3K -111 -35%
AF
233
Allworth Financial
California
$19K
PFBT
234
Parkside Financial Bank & Trust
Missouri
$19K
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$19K
HR
236
Howe & Rusling
New York
$19K +$22.2K +200 New
DWA
237
Delos Wealth Advisors
Texas
$16K
AWA
238
Arkadios Wealth Advisors
Georgia
$15K
BFC
239
Bedel Financial Consulting
Indiana
$15K
SA
240
SRH Advisors
Kansas
$15K
IBOK
241
Independence Bank of Kentucky
Kentucky
$15K +$17.7K +160 New
LPWM
242
Lake Point Wealth Management
Texas
$14K
TWM
243
Tradition Wealth Management
Minnesota
$14K +$11.1K +100 +200%
KIG
244
Kowal Investment Group
Wisconsin
$14K +$16.5K +149 New
ODG
245
O'Dell Group
Ohio
$14K +$16.6K +150 New
LFG
246
Larson Financial Group
Missouri
$13K
HWA
247
HHM Wealth Advisors
Tennessee
$13K +$12.2K +110 +333%
OCM
248
Orion Capital Management
California
$12K -$12.7K -115 -47%
BWM
249
BerganKDV Wealth Management
Minnesota
$12K -$1.11K -10 -7%
TC
250
Truvestments Capital
Florida
$12K

APPN Hedge Fund Activity: Q3 2021 in Review

284 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2021, worth a combined $2.63B — down 31% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 47 closed out — a net gain of 5 holders — while 87 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.5M.

  • 284 institutional investors held Appian (APPN) as of Q3 2021, up from 283 in Q2 2021.
  • Funds reported $2.63B of Appian stock for Q3 2021, down 31% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2021 and 47 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q3 2021 was Morgan Stanley, an estimated $83.1M added.
  • The largest Appian seller in Q3 2021 was Lord, Abbett & Co, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2021.