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267 hedge funds and large institutions have $1.82B invested in Appian in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $66M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.4% less ownership

Funds ownership: 71.69%70.29% (-1.4%)

6% less funds holding

Funds holding: 284267 (-17)

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

31% less capital invested

Capital invested by funds: $2.63B → $1.82B (-$809M)

Holders
267
Holders Change
-17
Holders Change %
-5.99%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
71
Reduced
89
Closed
63
Calls
$66.6M
Puts
$66M
Net Calls
+$634K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
251
Duncker Streett & Co
Missouri
$1K
IA
252
IFP Advisors
Florida
$1K
PCG
253
Private Capital Group
Connecticut
$1K
SCA
254
Stonebridge Capital Advisors
Minnesota
$1K
SWM
255
Sugarloaf Wealth Management
Georgia
$1K
Toronto Dominion Bank
256
Toronto Dominion Bank
Ontario, Canada
$1K +$83 +1 +6%
MTWM
257
Masso Torrence Wealth Management
New Jersey
$1K +$748 +9 New
AIP
258
Ahrens Investment Partners
Louisiana
$1K +$831 +10 New
GWS
259
Glassman Wealth Services
Virginia
$1K +$831 +10 New
QCG
260
Quadrant Capital Group
Ohio
$1K +$831 +10 New
RI
261
Rinkey Investments
California
$1K +$2.08K +25 New
FGAM
262
Financial Gravity Asset Management
Texas
$668 +$113K +1,355 +13,550%
VRS
263
Virginia Retirement Systems
Virginia
$561 +$524K +6,300 +274%
Lord, Abbett & Co
264
Lord, Abbett & Co
New Jersey
-$23.2M -250,458 Closed
Citadel Advisors
265
Citadel Advisors
Florida
-$11.3M -136,049 Closed
N
266
Natixis
France
-$9.25M -100,000 Closed
HF
267
HRT Financial
New York
-$4.75M -51,299 Closed
Neuberger Berman Group
268
Neuberger Berman Group
New York
-$3.97M -43,882 Closed
WP
269
Woodline Partners
California
-$1.84M -19,867 Closed
Man Group
270
Man Group
United Kingdom
-$1.73M -18,687 Closed
QT
271
Quantbot Technologies
New York
-$1.47M -15,926 Closed
ECM
272
ExodusPoint Capital Management
New York
-$1.19M -12,912 Closed
AQR Capital Management
273
AQR Capital Management
Connecticut
-$999K -10,796 Closed
ISWM
274
Independent Solutions Wealth Management
New York
-$849K -9,176 Closed
PP
275
Paloma Partners
Connecticut
-$747K -8,079 Closed

APPN Hedge Fund Activity: Q4 2021 in Review

267 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2021, worth a combined $1.82B — down 31% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of APPN and 49 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 71 added.

The largest buyer was First Trust Advisors, adding an estimated $25.6M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 267 institutional investors held Appian (APPN) as of Q4 2021, down from 284 in Q3 2021.
  • Funds reported $1.82B of Appian stock for Q4 2021, down 31% quarter-over-quarter.
  • 49 funds opened new Appian positions in Q4 2021 and 63 closed out, a net change of -14 holders.
  • The largest Appian buyer in Q4 2021 was First Trust Advisors, an estimated $25.6M added.
  • The largest Appian seller in Q4 2021 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.