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283 hedge funds and large institutions have $3.8B invested in Appian in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 77 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 77

22% more call options, than puts

Call options by funds: $183M | Put options by funds: $151M

2% more capital invested

Capital invested by funds: $3.74B → $3.8B (+$61M)

2.03% less ownership

Funds ownership: 72.2%70.17% (-2%)

12% less funds holding

Funds holding: 322283 (-39)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
283
Holders Change
-39
Holders Change %
-12.11%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
105
Reduced
77
Closed
74
Calls
$183M
Puts
$151M
Net Calls
+$32.8M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
251
Quadrant Capital Group
Ohio
$11K +$9.2K +81 New
JWA
252
JFS Wealth Advisors
Pennsylvania
$10K
AWM
253
Activest Wealth Management
Florida
$9K
WAS
254
Winch Advisory Services
Wisconsin
$8K -$5.22K -46 -44%
GI
255
Gradient Investments
Minnesota
$7K
NSIM
256
North Star Investment Management
Illinois
$7K
TWM
257
Tradition Wealth Management
Minnesota
$7K +$5.68K +50 New
SIS
258
Sound Income Strategies
Florida
$6K -$5.68K -50 -52%
BCA
259
Berman Capital Advisors
Georgia
$6K -$3.18K -28 -38%
AA
260
Ancora Advisors
Ohio
$6K
VCM
261
Versant Capital Management
Arizona
$5K -$3.52K -31 -44%
HI
262
Hudock Inc
Pennsylvania
$5K
HWA
263
HHM Wealth Advisors
Tennessee
$5K +$2.84K +25 +313%
DAM
264
Delta Asset Management
Tennessee
$4K
LWA
265
Lenox Wealth Advisors
New York
$4K
MFT
266
Moisand Fitzgerald Tamayo
Florida
$4K
PC
267
Pier Capital
Connecticut
$4K
TCOV
268
Trust Company of Vermont
Vermont
$4K
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.72K
AIG
270
American International Group
New York
$3.04K +$148K +1,304 +6%
CCM
271
Covington Capital Management
California
$3K
EWM
272
Evermay Wealth Management
Virginia
$3K +$2.27K +20 New
HFS
273
Horizon Financial Services
North Carolina
$2K
SWM
274
Sugarloaf Wealth Management
Georgia
$2K
FMP
275
Financial Management Professionals
Texas
$2K +$1.82K +16 New

APPN Hedge Fund Activity: Q2 2021 in Review

283 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2021, worth a combined $3.8B — up 1.6% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of APPN and 36 opened new positions — a net loss of 38 holders — while 77 trimmed existing stakes and 105 added.

The largest buyer was First Trust Advisors, adding an estimated $46.3M. The largest seller was Fred Alger Management, exiting entirely with an estimated $87.4M sold.

  • 283 institutional investors held Appian (APPN) as of Q2 2021, down from 322 in Q1 2021.
  • Funds reported $3.8B of Appian stock for Q2 2021, up 1.6% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q2 2021 and 74 closed out, a net change of -38 holders.
  • The largest Appian buyer in Q2 2021 was First Trust Advisors, an estimated $46.3M added.
  • The largest Appian seller in Q2 2021 was Fred Alger Management, an estimated $87.4M sold.

Based on aggregated 13F filings for Q2 2021.