Appian
APPN
203 hedge funds and large institutions have $1.08B invested in Appian in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 31 closing their positions.
63% more call options, than puts
Call options by funds: $8.38M | Put options by funds: $5.14M
42% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 31
11% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 55
6% more funds holding
Funds holding: 192 → 203 (+11)
6.8% less ownership
Funds ownership: 83.58% → 76.78% (-6.8%)
8% less capital invested
Capital invested by funds: $1.17B → $1.08B (-$93.1M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$7.99M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$7.78M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.33M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$4.67M |
| 5 |
JP Morgan Chase
New York
|
+$4.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$84.4M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$10.4M |
| 3 |
HAM
Harber Asset Management
Asheville,
North Carolina
|
-$5.61M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.72M |
| 5 |
AACP
Advantage Alpha Capital Partners
San Francisco,
California
|
-$2.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
226
Creative Financial Designs
Kokomo,
Indiana
| – | -$4.44K | -130 | Closed |
|
|
TCM
227
Tradewinds Capital Management
Bellingham,
Washington
| – | -$2.9K | -85 | Closed |
|
|
CPA
228
Capital Performance Advisors
Walnut Creek,
California
| – | -$2.73K | -80 | Closed |
|
|
JWA
229
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$2.36K | -69 | Closed |
|
230
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -35 | Closed |
|
|
GWM
231
Geneos Wealth Management
Englewood,
Colorado
| – | -$512 | -15 | Closed |
|
|
BF
232
BOK Financial
Tulsa,
Oklahoma
| – | -$340 | -10 | Closed |
|
|
NRG
233
Nemes Rush Group
Novi,
Michigan
| – | -$240 | -6 | Closed |
|
|
DWA
234
Delos Wealth Advisors
Dallas,
Texas
| – | -$171 | -5 | Closed |
|
APPN Hedge Fund Activity: Q4 2024 in Review
203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2024, worth a combined $1.08B — down 7.9% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new APPN positions and 31 closed out — a net gain of 13 holders — while 61 added to existing stakes and 55 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $7.99M. The largest seller was Morgan Stanley, cutting an estimated $84.4M.
- 203 institutional investors held Appian (APPN) as of Q4 2024, up from 192 in Q3 2024.
- Funds reported $1.08B of Appian stock for Q4 2024, down 7.9% quarter-over-quarter.
- 44 funds opened new Appian positions in Q4 2024 and 31 closed out, a net change of +13 holders.
- The largest Appian buyer in Q4 2024 was Goldman Sachs, an estimated $7.99M added.
- The largest Appian seller in Q4 2024 was Morgan Stanley, an estimated $84.4M sold.
Based on aggregated 13F filings for Q4 2024.