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283 hedge funds and large institutions have $3.8B invested in Appian in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 77 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 77

22% more call options, than puts

Call options by funds: $183M | Put options by funds: $151M

2% more capital invested

Capital invested by funds: $3.74B → $3.8B (+$61M)

2.03% less ownership

Funds ownership: 72.2%70.17% (-2%)

12% less funds holding

Funds holding: 322283 (-39)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
283
Holders Change
-39
Holders Change %
-12.11%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
105
Reduced
77
Closed
74
Calls
$183M
Puts
$151M
Net Calls
+$32.8M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
276
Private Capital Group
Connecticut
$2K +$1.82K +16 New
DSC
277
Duncker Streett & Co
Missouri
$1K
HWM
278
Holloway Wealth Management
Florida
$1K
HS
279
Horan Securities
United States
$1K
IA
280
IFP Advisors
Florida
$1K
IFAM
281
Institutional & Family Asset Management
Colorado
$1K
IHWM
282
Iron Horse Wealth Management
Iowa
$1K
MIM
283
Macroview Investment Management
Maryland
$1K
Nisa Investment Advisors
284
Nisa Investment Advisors
Missouri
$200 +$11.4K +100 +7%
FAM
285
Fred Alger Management
New York
-$87.4M -657,605 Closed
AAM
286
Anglepoint Asset Management
Cayman Islands
-$54.1M -406,579 Closed
Arrowstreet Capital
287
Arrowstreet Capital
Massachusetts
-$14M -105,096 Closed
Renaissance Technologies
288
Renaissance Technologies
New York
-$13.4M -100,700 Closed
E
289
Ergoteles
New York
-$7.68M -57,750 Closed
HF
290
HRT Financial
New York
-$5.18M -38,992 Closed
DA
291
Duality Advisers
Florida
-$4.43M -33,303 Closed
Baird Financial Group
292
Baird Financial Group
Wisconsin
-$4.36M -32,785 Closed
QC
293
Quadrature Capital
United Kingdom
-$3.69M -27,770 Closed
JF
294
Jump Financial
Illinois
-$2.21M -16,659 Closed
Man Group
295
Man Group
United Kingdom
-$2M -15,048 Closed
AIM
296
Aigen Investment Management
New York
-$1.94M -14,553 Closed
Squarepoint
297
Squarepoint
New York
-$1.86M -14,010 Closed
TI
298
Trexquant Investment
Connecticut
-$1.71M -12,873 Closed
Tudor Investment Corp
299
Tudor Investment Corp
Connecticut
-$1.69M -12,735 Closed
PAMP
300
Polar Asset Management Partners
Ontario, Canada
-$1.6M -12,015 Closed

APPN Hedge Fund Activity: Q2 2021 in Review

283 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2021, worth a combined $3.8B — up 1.6% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of APPN and 36 opened new positions — a net loss of 38 holders — while 77 trimmed existing stakes and 105 added.

The largest buyer was First Trust Advisors, adding an estimated $46.3M. The largest seller was Fred Alger Management, exiting entirely with an estimated $87.4M sold.

  • 283 institutional investors held Appian (APPN) as of Q2 2021, down from 322 in Q1 2021.
  • Funds reported $3.8B of Appian stock for Q2 2021, up 1.6% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q2 2021 and 74 closed out, a net change of -38 holders.
  • The largest Appian buyer in Q2 2021 was First Trust Advisors, an estimated $46.3M added.
  • The largest Appian seller in Q2 2021 was Fred Alger Management, an estimated $87.4M sold.

Based on aggregated 13F filings for Q2 2021.