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322 hedge funds and large institutions have $3.74B invested in Appian in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 301322 (+21)

3% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 104

0% less call options, than puts

Call options by funds: $115M | Put options by funds: $115M

6.75% less ownership

Funds ownership: 78.95%72.2% (-6.7%)

23% less capital invested

Capital invested by funds: $4.84B → $3.74B (-$1.1B)

Holders
322
Holders Change
+21
Holders Change %
+6.98%
% of All Funds
5.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
63
Increased
107
Reduced
104
Closed
38
Calls
$115M
Puts
$115M
Net Calls
-$362K
Net Calls Change
+$86.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
276
SRH Advisors
Kansas
$21K
TC
277
Truvestments Capital
Florida
$21K
LC
278
Lindbrook Capital
California
$20K +$9.55K +54 +54%
BWM
279
BerganKDV Wealth Management
Minnesota
$19K
MF
280
Manchester Financial
California
$19K
PHK
281
Point72 Hong Kong
Hong Kong
$17K +$23K +130 New
WAS
282
Winch Advisory Services
Wisconsin
$14K +$6.37K +36 +52%
SIS
283
Sound Income Strategies
Florida
$12.8K
TCM
284
Tradewinds Capital Management
Washington
$11K +$6.19K +35 +70%
FCA
285
FinTrust Capital Advisors
South Carolina
$10K -$1.24K -7 -9%
JWA
286
JFS Wealth Advisors
Pennsylvania
$9K
VCM
287
Versant Capital Management
Arizona
$9K
AWM
288
Activest Wealth Management
Florida
$9K +$11.3K +64 New
BCA
289
Berman Capital Advisors
Georgia
$9K +$13.1K +74 New
GI
290
Gradient Investments
Minnesota
$7K
NSIM
291
North Star Investment Management
Illinois
$7K
AA
292
Ancora Advisors
Ohio
$5K
HI
293
Hudock Inc
Pennsylvania
$5K
PC
294
Pier Capital
Connecticut
$4K -$8.2M -46,367 -100%
TCOV
295
Trust Company of Vermont
Vermont
$4K -$5.31K -30 -51%
AW
296
Avion Wealth
Texas
$4K
LWA
297
Lenox Wealth Advisors
New York
$4K
TFM
298
TFC Financial Management
Massachusetts
$4K +$4.78K +27 New
DAM
299
Delta Asset Management
Tennessee
$4K +$5.31K +30 New
MFT
300
Moisand Fitzgerald Tamayo
Florida
$4K +$5.31K +30 New

APPN Hedge Fund Activity: Q1 2021 in Review

322 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2021, worth a combined $3.74B — down 23% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new APPN positions and 38 closed out — a net gain of 25 holders — while 107 added to existing stakes and 104 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $67.2M. The largest seller was Morgan Stanley, cutting an estimated $292M.

  • 322 institutional investors held Appian (APPN) as of Q1 2021, up from 301 in Q4 2020.
  • Funds reported $3.74B of Appian stock for Q1 2021, down 23% quarter-over-quarter.
  • 63 funds opened new Appian positions in Q1 2021 and 38 closed out, a net change of +25 holders.
  • The largest Appian buyer in Q1 2021 was Two Sigma Investments, an estimated $67.2M added.
  • The largest Appian seller in Q1 2021 was Morgan Stanley, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2021.