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243 hedge funds and large institutions have $1.4B invested in Appian in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 91 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $23.5M

3.56% more ownership

Funds ownership: 68.59%72.15% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 269243 (-26)

18% less capital invested

Capital invested by funds: $1.7B → $1.4B (-$307M)

39% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 51

45% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 91

Holders
243
Holders Change
-26
Holders Change %
-9.67%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
50
Reduced
91
Closed
51
Calls
$43.9M
Puts
$23.5M
Net Calls
+$20.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Sugarloaf Wealth Management
Georgia
$1K
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$1K
QCG
228
Quadrant Capital Group
Ohio
$1K +$302 +6 +120%
PFA
229
Professional Financial Advisors
Nebraska
$1K +$1K +20 New
M1FG
230
Mach-1 Financial Group
Arkansas
$1K +$1.26K +25 New
CA
231
CoreCap Advisors
Michigan
$1K +$1.41K +28 New
EBA
232
Eagle Bay Advisors
New York
$616 +$653 +13 New
Mitsubishi UFJ Trust & Banking
233
Mitsubishi UFJ Trust & Banking
Japan
-$10.2M -167,530 Closed
OQS
234
Occudo Quantitative Strategies
Florida
-$2.57M -42,328 Closed
SSA
235
Schonfeld Strategic Advisors
New York
-$2.02M -33,300 Closed
Twin Tree Management
236
Twin Tree Management
Texas
-$1.92M -31,520 Closed
EGM
237
Engineers Gate Manager
New York
-$1.11M -18,254 Closed
ESCM
238
Echo Street Capital Management
New York
-$1.04M -17,069 Closed
Stifel Financial
239
Stifel Financial
Missouri
-$963K -15,832 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
240
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$962K -15,822 Closed
EVM
241
Eaton Vance Management
Massachusetts
-$618K -10,169 Closed
PP
242
Paloma Partners
Connecticut
-$530K -8,718 Closed
VFA
243
Valeo Financial Advisors
Indiana
-$499K -8,210 Closed
GAM
244
Gotham Asset Management
New York
-$445K -7,310 Closed
SG Americas Securities
245
SG Americas Securities
New York
-$381K -6,260 Closed
IF
246
Insight Folios
North Carolina
-$380K -6,249 Closed
AG
247
Algert Global
California
-$354K -5,822 Closed
Truist Financial
248
Truist Financial
North Carolina
-$273K -4,506 Closed
BFM
249
Boothbay Fund Management
New York
-$272K -4,470 Closed
AWS
250
Atria Wealth Solutions
New York
-$265K -4,363 Closed

APPN Hedge Fund Activity: Q2 2022 in Review

243 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2022, worth a combined $1.4B — down 18% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of APPN and 31 opened new positions — a net loss of 20 holders — while 91 trimmed existing stakes and 50 added.

The largest buyer was Abdiel Capital Advisors, adding an estimated $119M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $10.2M sold.

  • 243 institutional investors held Appian (APPN) as of Q2 2022, down from 269 in Q1 2022.
  • Funds reported $1.4B of Appian stock for Q2 2022, down 18% quarter-over-quarter.
  • 31 funds opened new Appian positions in Q2 2022 and 51 closed out, a net change of -20 holders.
  • The largest Appian buyer in Q2 2022 was Abdiel Capital Advisors, an estimated $119M added.
  • The largest Appian seller in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2022.