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237 hedge funds and large institutions have $1.23B invested in Appian in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $30M | Put options by funds: $17.1M

1.22% more ownership

Funds ownership: 72.15%73.37% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 243237 (-6)

12% less capital invested

Capital invested by funds: $1.4B → $1.23B (-$169M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

29% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 79

Holders
237
Holders Change
-6
Holders Change %
-2.47%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
56
Reduced
79
Closed
31
Calls
$30M
Puts
$17.1M
Net Calls
+$12.9M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
226
HSBC Holdings
United Kingdom
-$580K -12,110 Closed
GCP
227
GSA Capital Partners
United Kingdom
-$440K -9,280 Closed
RJFSA
228
Raymond James Financial Services Advisors
Florida
-$337K -7,118 Closed
TSS
229
Two Sigma Securities
New York
-$294K -6,210 Closed
CCA
230
Cobblestone Capital Advisors
New York
-$259K -5,470 Closed
Creative Planning
231
Creative Planning
Kansas
-$252K -5,329 Closed
CIAS
232
Capital Investment Advisory Services
North Carolina
-$224K -4,722 Closed
FT
233
Fiduciary Trust
Massachusetts
-$213K -4,500 Closed
AFG
234
Allegheny Financial Group
Pennsylvania
-$205K -4,330 Closed
Canada Pension Plan Investment Board
235
Canada Pension Plan Investment Board
Ontario, Canada
-$84K -1,777 Closed
TCWM
236
Total Clarity Wealth Management
Illinois
-$74K -1,573 Closed
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
-$47K -988 Closed
LWP
238
Lumature Wealth Partners
Georgia
-$28K -600 Closed
CCM
239
Chilton Capital Management
Texas
-$21K -453 Closed
VVP
240
Venture Visionary Partners
Ohio
-$11.4K -241 Closed
PFGIA
241
Patriot Financial Group Insurance Agency
Massachusetts
-$9K -200 Closed
FMP
242
Financial Management Professionals
Texas
-$7K -150 Closed
CFGS
243
Concourse Financial Group Securities
Alabama
-$6.07K -125 Closed
AP
244
Arlington Partners
Alabama
-$3K -64 Closed
UB
245
UMB Bank
Missouri
-$3K -60 Closed
RIM
246
Rockbridge Investment Management
New York
-$2.37K -50 Closed
WOC
247
West Oak Capital
California
-$2K -50 Closed
CA
248
CoreCap Advisors
Michigan
-$1K -28 Closed
M1FG
249
Mach-1 Financial Group
Arkansas
-$1K -25 Closed
GWS
250
Glassman Wealth Services
Virginia
-$1K -15 Closed

APPN Hedge Fund Activity: Q3 2022 in Review

237 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2022, worth a combined $1.23B — down 12% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of APPN and 27 opened new positions — a net loss of 4 holders — while 79 trimmed existing stakes and 56 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $13.9M. The largest seller was Two Sigma Investments, cutting an estimated $6.22M.

  • 237 institutional investors held Appian (APPN) as of Q3 2022, down from 243 in Q2 2022.
  • Funds reported $1.23B of Appian stock for Q3 2022, down 12% quarter-over-quarter.
  • 27 funds opened new Appian positions in Q3 2022 and 31 closed out, a net change of -4 holders.
  • The largest Appian buyer in Q3 2022 was Mirae Asset Global Investments, an estimated $13.9M added.
  • The largest Appian seller in Q3 2022 was Two Sigma Investments, an estimated $6.22M sold.

Based on aggregated 13F filings for Q3 2022.