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284 hedge funds and large institutions have $2.63B invested in Appian in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

1.53% more ownership

Funds ownership: 70.17%71.69% (+1.5%)

6% more call options, than puts

Call options by funds: $102M | Put options by funds: $96.3M

0% more funds holding

Funds holding: 283284 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less capital invested

Capital invested by funds: $3.8B → $2.63B (-$1.18B)

Holders
284
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
87
Reduced
72
Closed
47
Calls
$102M
Puts
$96.3M
Net Calls
+$5.37M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K +$11.1K +100 +370%
LC
252
Lindbrook Capital
California
$11K -$11.1K -100 -45%
CCA
253
Column Capital Advisors
Indiana
$11K
CFA
254
Carroll Financial Associates
North Carolina
$9K
KA
255
Kozak & Associates
Colorado
$9K +$11.3K +102 New
TCM
256
Tradewinds Capital Management
Washington
$8K
BCA
257
Berman Capital Advisors
Georgia
$8K +$5.54K +50 +109%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$6.11K +$7.31K +66 New
AWM
259
Activest Wealth Management
Florida
$6K
GKWIM
260
Gerber Kawasaki Wealth & Investment Management
California
$6K +$8.09K +73 New
GI
261
Gradient Investments
Minnesota
$5K
NSIM
262
North Star Investment Management
Illinois
$5K
MCM
263
Manchester Capital Management
Vermont
$5K +$5.43K +49 New
SIS
264
Sound Income Strategies
Florida
$4K
VCM
265
Versant Capital Management
Arizona
$4K
HI
266
Hudock Inc
Pennsylvania
$3K
LWA
267
Lenox Wealth Advisors
New York
$3K
MFT
268
Moisand Fitzgerald Tamayo
Florida
$3K
CCM
269
Covington Capital Management
California
$2K
PC
270
Pier Capital
Connecticut
$2K
PCG
271
Private Capital Group
Connecticut
$2K +$443 +4 +25%
DSC
272
Duncker Streett & Co
Missouri
$2K +$1.22K +11 +110%
BIA
273
Bell Investment Advisors
California
$2K +$1.99K +18 New
Toronto Dominion Bank
274
Toronto Dominion Bank
Ontario, Canada
$1K -$105K -944 -98%
CA
275
Clearstead Advisors
Ohio
$1K -$8.09K -73 -85%

APPN Hedge Fund Activity: Q3 2021 in Review

284 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2021, worth a combined $2.63B — down 31% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 47 closed out — a net gain of 5 holders — while 87 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.5M.

  • 284 institutional investors held Appian (APPN) as of Q3 2021, up from 283 in Q2 2021.
  • Funds reported $2.63B of Appian stock for Q3 2021, down 31% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2021 and 47 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q3 2021 was Morgan Stanley, an estimated $83.1M added.
  • The largest Appian seller in Q3 2021 was Lord, Abbett & Co, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2021.