We are live on ! Find out more

243 hedge funds and large institutions have $1.4B invested in Appian in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 91 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $23.5M

3.56% more ownership

Funds ownership: 68.59%72.15% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 269243 (-26)

18% less capital invested

Capital invested by funds: $1.7B → $1.4B (-$307M)

39% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 51

45% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 91

Holders
243
Holders Change
-26
Holders Change %
-9.67%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
50
Reduced
91
Closed
51
Calls
$43.9M
Puts
$23.5M
Net Calls
+$20.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
251
Financial Advocates Investment Management
Washington
-$258K -4,246 Closed
MML Investors Services
252
MML Investors Services
Massachusetts
-$243K -4,002 Closed
Lazard Asset Management
253
Lazard Asset Management
New York
-$243K -4,000 Closed
CCIA
254
Cherry Creek Investment Advisors
Colorado
-$243K -3,996 Closed
ACM
255
AlphaCrest Capital Management
New York
-$242K -3,978 Closed
C
256
Certuity
Florida
-$237K -3,904 Closed
RJA
257
Raymond James & Associates
Florida
-$232K -3,816 Closed
MF
258
Magnetar Financial
Illinois
-$231K -3,793 Closed
CANY
259
Caxton Associates (New York)
New York
-$230K -3,779 Closed
GAM
260
Griffin Asset Management
New York
-$229K -3,764 Closed
HighTower Advisors
261
HighTower Advisors
Illinois
-$220K -3,609 Closed
Federated Hermes
262
Federated Hermes
Pennsylvania
-$199K -3,267 Closed
AIC
263
Ayalon Insurance Company
Israel
-$152K -2,500 Closed
PCM
264
Penserra Capital Management
California
-$110K -1,818 Closed
PFS
265
Prospera Financial Services
Texas
-$110K -1,805 Closed
PHK
266
Point72 Hong Kong
Hong Kong
-$109K -1,793 Closed
CHA
267
Carmichael Hill & Associates
Maryland
-$27.7K -552 -98%
LSA
268
Leonteq Securities AG
Switzerland
-$30.4K -500 Closed
SSG
269
Summit Securities Group
New York
-$24K -400 Closed
SLWA
270
San Luis Wealth Advisors
California
-$26K -397 Closed
ME
271
McIlrath & Eck
Washington
-$23K -373 Closed
MCC
272
Money Concepts Capital
Florida
-$16.3K -324 -99%
HWA
273
HHM Wealth Advisors
Tennessee
-$17K -275 Closed
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
-$16K -266 Closed
KA
275
Kozak & Associates
Colorado
-$13K -227 Closed

APPN Hedge Fund Activity: Q2 2022 in Review

243 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2022, worth a combined $1.4B — down 18% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of APPN and 31 opened new positions — a net loss of 20 holders — while 91 trimmed existing stakes and 50 added.

The largest buyer was Abdiel Capital Advisors, adding an estimated $119M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $10.2M sold.

  • 243 institutional investors held Appian (APPN) as of Q2 2022, down from 269 in Q1 2022.
  • Funds reported $1.4B of Appian stock for Q2 2022, down 18% quarter-over-quarter.
  • 31 funds opened new Appian positions in Q2 2022 and 51 closed out, a net change of -20 holders.
  • The largest Appian buyer in Q2 2022 was Abdiel Capital Advisors, an estimated $119M added.
  • The largest Appian seller in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2022.