We are live on ! Find out more

267 hedge funds and large institutions have $1.82B invested in Appian in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $66M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.4% less ownership

Funds ownership: 71.69%70.29% (-1.4%)

6% less funds holding

Funds holding: 284267 (-17)

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

31% less capital invested

Capital invested by funds: $2.63B → $1.82B (-$809M)

Holders
267
Holders Change
-17
Holders Change %
-5.99%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
71
Reduced
89
Closed
63
Calls
$66.6M
Puts
$66M
Net Calls
+$634K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
$4.3K
AF
227
Allworth Financial
California
$4K -$11.6K -140 -68%
AWM
228
Activest Wealth Management
Florida
$4K
NSIM
229
North Star Investment Management
Illinois
$4K
MCM
230
Manchester Capital Management
Vermont
$4K +$582 +7 +14%
UB
231
UMB Bank
Missouri
$4K +$4.99K +60 New
National Bank of Canada
232
National Bank of Canada
Quebec, Canada
$4K +$5.57K +67 New
TWM
233
Tradition Wealth Management
Minnesota
$3K -$8.31K -100 -67%
SIS
234
Sound Income Strategies
Florida
$3K
VCM
235
Versant Capital Management
Arizona
$3K
CA
236
CoreCap Advisors
Michigan
$3K +$3.91K +47 New
FMB
237
Field & Main Bank
Kentucky
$3K +$4.16K +50 New
HIIFS
238
Harel Insurance Investments & Financial Services
Israel
$2K -$106K -1,270 -98%
CCM
239
Covington Capital Management
California
$2K
HI
240
Hudock Inc
Pennsylvania
$2K
LWA
241
Lenox Wealth Advisors
New York
$2K
MFT
242
Moisand Fitzgerald Tamayo
Florida
$2K
CFO
243
CVA Family Office
Colorado
$2K +$2K +24 New
TCOV
244
Trust Company of Vermont
Vermont
$2K +$2.41K +29 New
MFAM
245
Motley Fool Asset Management
Virginia
$2K +$2.66K +32 New
HNWA
246
Henrickson Nauta Wealth Advisors
Michigan
$2K +$2.91K +35 New
Manulife (Manufacturers Life Insurance)
247
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.34K -$21.4K -258 -1%
HI
248
Harbour Investments
Wisconsin
$1K -$209K -2,511 -99%
BFEC
249
Benjamin F. Edwards & Company
Missouri
$1K -$106K -1,274 -99%
BIA
250
Bell Investment Advisors
California
$1K -$499 -6 -33%

APPN Hedge Fund Activity: Q4 2021 in Review

267 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2021, worth a combined $1.82B — down 31% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of APPN and 49 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 71 added.

The largest buyer was First Trust Advisors, adding an estimated $25.6M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 267 institutional investors held Appian (APPN) as of Q4 2021, down from 284 in Q3 2021.
  • Funds reported $1.82B of Appian stock for Q4 2021, down 31% quarter-over-quarter.
  • 49 funds opened new Appian positions in Q4 2021 and 63 closed out, a net change of -14 holders.
  • The largest Appian buyer in Q4 2021 was First Trust Advisors, an estimated $25.6M added.
  • The largest Appian seller in Q4 2021 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.