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Appian
APPN

284 hedge funds and large institutions have $2.63B invested in Appian in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

1.53% more ownership

Funds ownership: 70.17% → 71.69% (+1.5%)

6% more call options, than puts

Call options by funds: $102M | Put options by funds: $96.3M

0% more funds holding

Funds holding: 283 → 284 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

31% less capital invested

Capital invested by funds: $3.8B → $2.63B (-$1.18B)

Holders
284
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
52
Increased
87
Reduced
72
Closed
47
Calls
$102M
Puts
$96.3M
Net Calls
+$5.37M
Net Calls Change
-$27.4M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$83.1M
2
Two Sigma Investments
Two Sigma Investments
New York
+$20M
3
SP
StackLine Partners
New York
+$13.9M
4
Millennium Management
Millennium Management
New York
+$12.3M
5
N
Natixis
France
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$46.5M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$17.9M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$13.8M
4
First Trust Advisors
First Trust Advisors
Illinois
-$13.2M
5
BlackRock
BlackRock
New York
-$7.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
276
Horizon Financial Services
North Carolina
$1K – – –
IA
277
IFP Advisors
Florida
$1K – – –
MIM
278
Macroview Investment Management
Maryland
$1K – – –
SWM
279
Sugarloaf Wealth Management
Georgia
$1K – – –
SCA
280
Stonebridge Capital Advisors
Minnesota
$1K +$1.55K +14 New
Nisa Investment Advisors
281
Nisa Investment Advisors
Missouri
$134 – – –
BCP
282
Berylson Capital Partners
Massachusetts
– -$7.03M -51,000 Closed
WHP
283
Washington Harbour Partners
Virginia
– -$5.84M -42,400 Closed
LCG
284
Lisanti Capital Growth
New York
– -$5.83M -42,355 Closed
Group One Trading
285
Group One Trading
Illinois
– -$2.26M -20,407 Closed
WMSA
286
Weiss Multi-Strategy Advisers
New York
– -$2.75M -20,000 Closed
CG
287
Cutler Group
California
– -$1.62M -14,664 Closed
SCF
288
Sante Capital Fund
Texas
– -$997K -7,237 Closed
Envestnet Asset Management
289
Envestnet Asset Management
Illinois
– -$658K -4,777 Closed
CAN
290
Cetera Advisor Networks
California
– -$528K -3,836 Closed
LFAS
291
Level Four Advisory Services
Texas
– -$446K -3,239 Closed
PCIA
292
Prime Capital Investment Advisors
Kansas
– -$422K -3,067 Closed
MFW
293
Meristem Family Wealth
Minnesota
– -$418K -3,034 Closed
RCAG
294
Rehmann Capital Advisory Group
Michigan
– -$416K -2,923 Closed
Victory Capital Management
295
Victory Capital Management
Texas
– -$393K -2,855 Closed
BCV
296
Banque Cantonale Vaudoise
Switzerland
– -$381K -2,766 Closed
CM
297
Capula Management
Cayman Islands
– -$377K -2,734 Closed
QP
298
Quilter Plc
United Kingdom
– -$302K -2,196 Closed
X
299
Xponance
Pennsylvania
– -$297K -2,154 Closed
KAS
300
Kestra Advisory Services
Texas
– -$288K -2,090 Closed
10 11
12
13 14

APPN Hedge Fund Activity: Q3 2021 in Review

284 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2021, worth a combined $2.63B — down 31% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 47 closed out — a net gain of 5 holders — while 87 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.5M.

  • 284 institutional investors held Appian (APPN) as of Q3 2021, up from 283 in Q2 2021.
  • Funds reported $2.63B of Appian stock for Q3 2021, down 31% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2021 and 47 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q3 2021 was Morgan Stanley, an estimated $83.1M added.
  • The largest Appian seller in Q3 2021 was Lord, Abbett & Co, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2021.