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322 hedge funds and large institutions have $3.74B invested in Appian in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 301322 (+21)

3% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 104

0% less call options, than puts

Call options by funds: $115M | Put options by funds: $115M

6.75% less ownership

Funds ownership: 78.95%72.2% (-6.7%)

23% less capital invested

Capital invested by funds: $4.84B → $3.74B (-$1.1B)

Holders
322
Holders Change
+21
Holders Change %
+6.98%
% of All Funds
5.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
63
Increased
107
Reduced
104
Closed
38
Calls
$115M
Puts
$115M
Net Calls
-$362K
Net Calls Change
+$86.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
251
McIlrath & Eck
Washington
$50K +$3.36K +19 +5%
Fidelity Investments
252
Fidelity Investments
Massachusetts
$47K +$41.4K +234 +198%
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$42K +$1.42K +8 +3%
AIC
254
Ameritas Investment Company
Nebraska
$39.9K +$53.1K +300 New
CAGAS
255
Capital Advisory Group Advisory Services
Minnesota
$38K -$41.9K -237 -45%
ATC
256
Adirondack Trust Company
New York
$37K +$5.31K +30 +12%
TWA
257
TCI Wealth Advisors
Arizona
$37K +$15.6K +88 +46%
LJHT
258
Laurie J. Hall Trustee
$35K
WWMSC
259
Wagner Wealth Management (South Carolina)
South Carolina
$35K +$46K +260 New
OCM
260
Orion Capital Management
California
$33K
CFA
261
Carroll Financial Associates
North Carolina
$33K +$44.2K +250 New
RIM
262
Rockbridge Investment Management
New York
$31K -$708 -4 -2%
AWM
263
Avior Wealth Management
Nebraska
$30K -$25.8K -146 -39%
CFGS
264
Concourse Financial Group Securities
Alabama
$28K
HNB
265
Huntington National Bank
Ohio
$28K
LFG
266
Larson Financial Group
Missouri
$28K +$12K +68 +48%
AF
267
Allworth Financial
California
$27K -$26.5K -150 -42%
PFGIA
268
Patriot Financial Group Insurance Agency
Massachusetts
$27K -$17.7K -100 -33%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$27K -$531 -3 -1%
PFBT
270
Parkside Financial Bank & Trust
Missouri
$27K +$4.42K +25 +14%
SSB
271
Sandy Spring Bank
Maryland
$27K +$15.9K +90 +80%
CAL
272
Capital Analysts LLC
Pennsylvania
$27K +$35.4K +200 New
RWB
273
RMR Wealth Builders
New Jersey
$27K +$35.4K +200 New
WP
274
WealthShield Partners
North Carolina
$23K +$30.4K +172 New
BFC
275
Bedel Financial Consulting
Indiana
$22K

APPN Hedge Fund Activity: Q1 2021 in Review

322 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2021, worth a combined $3.74B — down 23% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new APPN positions and 38 closed out — a net gain of 25 holders — while 107 added to existing stakes and 104 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $67.2M. The largest seller was Morgan Stanley, cutting an estimated $292M.

  • 322 institutional investors held Appian (APPN) as of Q1 2021, up from 301 in Q4 2020.
  • Funds reported $3.74B of Appian stock for Q1 2021, down 23% quarter-over-quarter.
  • 63 funds opened new Appian positions in Q1 2021 and 38 closed out, a net change of +25 holders.
  • The largest Appian buyer in Q1 2021 was Two Sigma Investments, an estimated $67.2M added.
  • The largest Appian seller in Q1 2021 was Morgan Stanley, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2021.