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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: 283284 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
301
Prospera Financial Services
Texas
-$284K -2,067 Closed
PAG
302
Private Advisor Group
New Jersey
-$279K -2,022 Closed
FIM
303
Freedom Investment Management
Connecticut
-$278K -2,015 Closed
GWSG
304
GPS Wealth Strategies Group
Colorado
-$274K -1,991 Closed
CPA
305
Clear Perspective Advisors
Illinois
-$262K -1,900 Closed
Wolverine Trading
306
Wolverine Trading
Illinois
-$210K -1,893 Closed
RIA
307
Regal Investment Advisors
Michigan
-$257K -1,869 Closed
Mercer Global Advisors
308
Mercer Global Advisors
Colorado
-$255K -1,853 Closed
WAP
309
Wealthcare Advisory Partners
Pennsylvania
-$229K -1,662 Closed
CAS
310
Cascadia Advisory Services
Oregon
-$227K -1,646 Closed
LA
311
LexAurum Advisors
Kansas
-$226K -1,638 Closed
AFA
312
Arlington Financial Advisors
California
-$220K -1,600 Closed
MIM
313
Montgomery Investment Management
Maryland
-$220K -1,600 Closed
CIM
314
CIM Investment Management
Pennsylvania
-$214K -1,557 Closed
PPP
315
Private Portfolio Partners
New Jersey
-$210K -1,523 Closed
PGWM
316
Parisi Gray Wealth Management
New Jersey
-$74K -540 Closed
WP
317
WealthShield Partners
North Carolina
-$24K -172 Closed
Canada Pension Plan Investment Board
318
Canada Pension Plan Investment Board
Ontario, Canada
-$22K -163 Closed
SB
319
Strategic Blueprint
Georgia
-$22K -160 Closed
HPC
320
HM Payson & Co
Maine
-$17K -126 Closed
TFO
321
Tarbox Family Office
California
-$14K -100 Closed
QCG
322
Quadrant Capital Group
Ohio
-$11K -81 Closed
WAS
323
Winch Advisory Services
Wisconsin
-$8K -59 Closed
AA
324
Ancora Advisors
Ohio
-$6K -40 Closed
DAM
325
Delta Asset Management
Tennessee
-$4K -30 Closed

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.