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301 hedge funds and large institutions have $4.84B invested in Appian in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 29

141% more capital invested

Capital invested by funds: $2.01B → $4.84B (+$2.84B)

41% more funds holding

Funds holding: 214301 (+87)

28% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 67

3.36% less ownership

Funds ownership: 82.31%78.95% (-3.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less call options, than puts

Call options by funds: $157M | Put options by funds: $243M

Holders
301
Holders Change
+87
Holders Change %
+40.65%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
116
Increased
86
Reduced
67
Closed
29
Calls
$157M
Puts
$243M
Net Calls
-$86.6M
Net Calls Change
-$90.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
251
Laurie J. Hall Trustee
$43K +$29.7K +265 New
OIM
252
Oder Investment Management
California
$42K +$28.6K +255 New
OCM
253
Orion Capital Management
California
$40K +$27.7K +247 New
RIM
254
Rockbridge Investment Management
New York
$38K -$4.93K -44 -16%
IA
255
IFP Advisors
Florida
$38K +$14.4K +129 +115%
CFGS
256
Concourse Financial Group Securities
Alabama
$35K +$896 +8 +4%
HNB
257
Huntington National Bank
Ohio
$34K
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$34K +$23.4K +209 New
SBL
259
Sargent Bickham Lagudis
Colorado
$32K +$22.4K +200 New
TWA
260
TCI Wealth Advisors
Arizona
$31K
PFBT
261
Parkside Financial Bank & Trust
Missouri
$28K +$2.8K +25 +17%
BFC
262
Bedel Financial Consulting
Indiana
$26K
SA
263
SRH Advisors
Kansas
$26K
TC
264
Truvestments Capital
Florida
$26K +$18K +161 New
LFG
265
Larson Financial Group
Missouri
$23K -$20.4K -182 -56%
MF
266
Manchester Financial
California
$23K
BWM
267
BerganKDV Wealth Management
Minnesota
$23K +$14.6K +130 +1,300%
Fidelity Investments
268
Fidelity Investments
Massachusetts
$19K -$3.25K -29 -20%
SSB
269
Sandy Spring Bank
Maryland
$18K +$12.5K +112 New
LC
270
Lindbrook Capital
California
$16K +$2.24K +20 +25%
SIS
271
Sound Income Strategies
Florida
$16K +$5.15K +46 +92%
PWPS
272
Pinnacle Wealth Planning Services
Ohio
$15K +$10.4K +93 New
GRP
273
Global Retirement Partners
California
$15K +$10.5K +94 New
FCA
274
FinTrust Capital Advisors
South Carolina
$13K -$11K -98 -54%
JWA
275
JFS Wealth Advisors
Pennsylvania
$11K

APPN Hedge Fund Activity: Q4 2020 in Review

301 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2020, worth a combined $4.84B — up 141% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new APPN positions and 29 closed out — a net gain of 87 holders — while 86 added to existing stakes and 67 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $125M. The largest seller was Abdiel Capital Advisors, cutting an estimated $216M.

  • 301 institutional investors held Appian (APPN) as of Q4 2020, up from 214 in Q3 2020.
  • Funds reported $4.84B of Appian stock for Q4 2020, up 141% quarter-over-quarter.
  • 116 funds opened new Appian positions in Q4 2020 and 29 closed out, a net change of +87 holders.
  • The largest Appian buyer in Q4 2020 was Fred Alger Management, an estimated $125M added.
  • The largest Appian seller in Q4 2020 was Abdiel Capital Advisors, an estimated $216M sold.

Based on aggregated 13F filings for Q4 2020.