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269 hedge funds and large institutions have $1.7B invested in Appian in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $41.1M

11% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 45

1% more funds holding

Funds holding: 267269 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.7% less ownership

Funds ownership: 70.29%68.59% (-1.7%)

6% less capital invested

Capital invested by funds: $1.82B → $1.7B (-$114M)

23% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 86

Holders
269
Holders Change
+2
Holders Change %
+0.75%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
66
Reduced
86
Closed
45
Calls
$46.9M
Puts
$41.1M
Net Calls
+$5.77M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
251
Benjamin F. Edwards & Company
Missouri
$1K
CFO
252
CVA Family Office
Colorado
$1K
DSC
253
Duncker Streett & Co
Missouri
$1K
PCG
254
Private Capital Group
Connecticut
$1K
SCA
255
Stonebridge Capital Advisors
Minnesota
$1K
SWM
256
Sugarloaf Wealth Management
Georgia
$1K
Toronto Dominion Bank
257
Toronto Dominion Bank
Ontario, Canada
$1K
GWS
258
Glassman Wealth Services
Virginia
$1K +$567 +10 +100%
SOW
259
State of Wyoming
Wyoming
$1K +$1.08K +19 New
SIC
260
Salem Investment Counselors
North Carolina
$1K +$1.14K +20 New
T
261
TCWP
Ohio
$1K +$1.53K +27 New
Coatue Management
262
Coatue Management
New York
-$19.5M -299,180 Closed
State of New Jersey Common Pension Fund D
263
State of New Jersey Common Pension Fund D
New Jersey
-$2.38M -36,571 Closed
Dimensional Fund Advisors
264
Dimensional Fund Advisors
Texas
-$1.21M -18,505 Closed
PL
265
Parkwood LLC
Ohio
-$1.17M -17,911 Closed
DA
266
Duality Advisers
Florida
-$846K -12,973 Closed
Mirae Asset Global Investments
267
Mirae Asset Global Investments
South Korea
-$774K -11,873 Closed
E
268
Ergoteles
New York
-$735K -11,277 Closed
Squarepoint
269
Squarepoint
New York
-$721K -11,056 Closed
Wolverine Trading
270
Wolverine Trading
Illinois
-$393K -6,927 Closed
FRM
271
Fox Run Management
Connecticut
-$339K -5,202 Closed
CAM
272
Cresset Asset Management
Illinois
-$338K -5,165 Closed
IMRF
273
Illinois Municipal Retirement Fund
Illinois
-$314K -4,820 Closed
GT
274
Glenmede Trust
Pennsylvania
-$309K -4,749 Closed
CIM
275
CIM Investment Management
Pennsylvania
-$237K -3,627 Closed

APPN Hedge Fund Activity: Q1 2022 in Review

269 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2022, worth a combined $1.7B — down 6.3% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new APPN positions and 45 closed out — a net gain of 5 holders — while 66 added to existing stakes and 86 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $38.1M. The largest seller was Morgan Stanley, cutting an estimated $20.9M.

  • 269 institutional investors held Appian (APPN) as of Q1 2022, up from 267 in Q4 2021.
  • Funds reported $1.7B of Appian stock for Q1 2022, down 6.3% quarter-over-quarter.
  • 50 funds opened new Appian positions in Q1 2022 and 45 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q1 2022 was Abdiel Capital Advisors, an estimated $38.1M added.
  • The largest Appian seller in Q1 2022 was Morgan Stanley, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2022.