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267 hedge funds and large institutions have $1.82B invested in Appian in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $66M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.4% less ownership

Funds ownership: 71.69%70.29% (-1.4%)

6% less funds holding

Funds holding: 284267 (-17)

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

31% less capital invested

Capital invested by funds: $2.63B → $1.82B (-$809M)

Holders
267
Holders Change
-17
Holders Change %
-5.99%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
71
Reduced
89
Closed
63
Calls
$66.6M
Puts
$66M
Net Calls
+$634K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
276
Centiva Capital
New York
-$683K -7,383 Closed
PTC
277
Philadelphia Trust Company
Pennsylvania
-$557K -6,016 Closed
SLG
278
Stanley-Laman Group
Pennsylvania
-$556K -6,012 Closed
CAM
279
Concorde Asset Management
Michigan
-$552K -5,967 Closed
PP
280
Prudential plc
United Kingdom
-$449K -4,851 Closed
BC
281
BIT Capital
Germany
-$427K -4,615 Closed
PHK
282
Point72 Hong Kong
Hong Kong
-$407K -4,403 Closed
XT
283
XTX Topco
Cayman Islands
-$399K -4,310 Closed
TC
284
TwinBeech Capital
New York
-$375K -4,052 Closed
Walleye Trading
285
Walleye Trading
New York
-$335K -4,033 Closed
OCAM
286
Onex Canada Asset Management
Ontario, Canada
-$366K -3,957 Closed
DTL
287
Dynamic Technology Lab
Singapore
-$365K -3,950 Closed
NICM
288
Neo Ivy Capital Management
New York
-$180K -3,509 Closed
SM
289
Sciencast Management
New Jersey
-$308K -3,276 Closed
VFM
290
Vivid Financial Management
California
-$301K -3,249 Closed
SWM
291
Segment Wealth Management
Texas
-$287K -3,100 Closed
Prudential Financial
292
Prudential Financial
New Jersey
-$279K -3,021 Closed
CC
293
Cypress Capital
Tennessee
-$278K -3,000 Closed
CA
294
Cetera Advisors
Colorado
-$277K -2,997 Closed
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
-$261K -2,822 Closed
GAM
296
Griffin Asset Management
New York
-$261K -2,821 Closed
SWA
297
Stratos Wealth Advisors
Ohio
-$258K -2,794 Closed
WS
298
Wedbush Securities
California
-$258K -2,792 Closed
Janney Montgomery Scott
299
Janney Montgomery Scott
Pennsylvania
-$255K -2,759 Closed
IFG
300
Independent Financial Group
California
-$250K -2,701 Closed

APPN Hedge Fund Activity: Q4 2021 in Review

267 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2021, worth a combined $1.82B — down 31% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of APPN and 49 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 71 added.

The largest buyer was First Trust Advisors, adding an estimated $25.6M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 267 institutional investors held Appian (APPN) as of Q4 2021, down from 284 in Q3 2021.
  • Funds reported $1.82B of Appian stock for Q4 2021, down 31% quarter-over-quarter.
  • 49 funds opened new Appian positions in Q4 2021 and 63 closed out, a net change of -14 holders.
  • The largest Appian buyer in Q4 2021 was First Trust Advisors, an estimated $25.6M added.
  • The largest Appian seller in Q4 2021 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.