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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
EP
301
Eudaimonia Partners
Tennessee
$4K +$5.48K +31 New
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.59K -$56.3K -318 -92%
CCM
303
Covington Capital Management
California
$3K +$885 +5 +25%
ADIM
304
Alpha DNA Investment Management
Maryland
$3K +$3.54K +20 +222%
CCA
305
Column Capital Advisors
Indiana
$3K +$4.25K +24 New
AIG
306
American International Group
New York
$2.76K +$9.73K +55 +0.3%
GWS
307
Glassman Wealth Services
Virginia
$2K -$351K -1,985 -99%
CA
308
Clearstead Advisors
Ohio
$2K -$8.85K -50 -79%
HFS
309
Horizon Financial Services
North Carolina
$2K
PMFA
310
Plante Moran Financial Advisors
Michigan
$2K
TPCW
311
TD Private Client Wealth
New York
$1.2K +$1.59K +9 New
IA
312
IFP Advisors
Florida
$1K -$41K -232 -96%
IFAM
313
Institutional & Family Asset Management
Colorado
$1K -$5.84K -33 -87%
DSC
314
Duncker Streett & Co
Missouri
$1K
HWA
315
HHM Wealth Advisors
Tennessee
$1K
MIM
316
Macroview Investment Management
Maryland
$1K
IHWM
317
Iron Horse Wealth Management
Iowa
$1K +$708 +4 New
HS
318
Horan Securities
United States
$1K +$1.06K +6 New
MWP
319
Meridian Wealth Partners
Pennsylvania
$1K +$1.95K +11 New
Walleye Capital
320
Walleye Capital
New York
$845 +$1.12M +6,353 New
Nisa Investment Advisors
321
Nisa Investment Advisors
Missouri
$179
SWM
322
Sugarloaf Wealth Management
Georgia
$2
Marshall Wace
323
Marshall Wace
United Kingdom
-$13.4M -82,977 Closed
ACM
324
Ashford Capital Management
Delaware
-$9.74M -60,120 Closed
PFM
325
Premier Fund Managers
United Kingdom
-$6.1M -37,800 Closed

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.