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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
DTL
301
Dynamic Technology Lab
Singapore
-$1.51M -11,333 Closed
JG
302
Jefferies Group
New York
-$1.34M -10,043 Closed
Qube Research & Technologies (QRT)
303
Qube Research & Technologies (QRT)
United Kingdom
-$1.33M -9,994 Closed
NIPH
304
NN Investment Partners Holdings
Netherlands
-$1.1M -8,300 Closed
MSL
305
Mackay Shields LLC
New York
-$851K -6,400 Closed
Walleye Capital
306
Walleye Capital
New York
-$845 -6,353 Closed
SEI Investments
307
SEI Investments
Pennsylvania
-$1.02M -6,277 Closed
FC
308
FORA Capital
Florida
-$826K -6,210 Closed
QT
309
Quantbot Technologies
New York
-$787K -5,925 Closed
Federated Hermes
310
Federated Hermes
Pennsylvania
-$764K -5,748 Closed
OQS
311
Occudo Quantitative Strategies
Florida
-$730K -5,494 Closed
SM
312
Sciencast Management
New Jersey
-$736K -5,432 Closed
Balyasny Asset Management
313
Balyasny Asset Management
Illinois
-$685K -5,155 Closed
RC
314
Roundview Capital
New Jersey
-$681K -5,123 Closed
EGM
315
Engineers Gate Manager
New York
-$637K -4,793 Closed
Massachusetts Financial Services
316
Massachusetts Financial Services
Massachusetts
-$616K -4,636 Closed
PM
317
Parametrica Management
Hong Kong
-$507K -3,979 Closed
ACM
318
AlphaCrest Capital Management
New York
-$521K -3,919 Closed
ESCM
319
Echo Street Capital Management
New York
-$505K -3,798 Closed
VFM
320
Vivid Financial Management
California
-$429K -3,229 Closed
WCM
321
Weld Capital Management
New York
-$416K -3,132 Closed
BCM
322
Bayesian Capital Management
New York
-$412K -3,100 Closed
SSG
323
Summit Securities Group
New York
-$399K -3,000 Closed
PP
324
Paloma Partners
Connecticut
-$394K -2,963 Closed
JMPWA
325
JP Morgan Private Wealth Advisors
California
-$374K -2,813 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.