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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
PAMS
301
Pictet Asset Management (Switzerland)
Switzerland
-$241K -2,600 Closed
AWM
302
AE Wealth Management
Kansas
-$238K -2,578 Closed
RE
303
RBC Europe
United Kingdom
-$231K -2,500 Closed
MA
304
Mutual Advisors
Nebraska
-$228K -2,460 Closed
Mackenzie Financial
305
Mackenzie Financial
Ontario, Canada
-$212K -2,297 Closed
BRWA
306
B. Riley Wealth Advisors
Florida
-$209K -2,253 Closed
Cetera Investment Advisers
307
Cetera Investment Advisers
Illinois
-$205K -2,218 Closed
AG
308
Algert Global
California
-$204K -2,205 Closed
SPIO
309
Seven Post Investment Office
California
-$204K -2,200 Closed
Vontobel Holding
310
Vontobel Holding
Switzerland
-$202K -2,179 Closed
OSAM
311
O'Shaughnessy Asset Management
Connecticut
-$194K -2,096 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
312
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$66K -718 Closed
VC
313
Vestor Capital
Illinois
-$55K -595 Closed
GEA
314
Glen Eagle Advisors
New Jersey
-$48.6K -525 Closed
CAGAS
315
Capital Advisory Group Advisory Services
Minnesota
-$26K -286 Closed
LJHT
316
Laurie J. Hall Trustee
-$25K -265 Closed
AWA
317
Arkadios Wealth Advisors
Georgia
-$15K -170 Closed
IBOK
318
Independence Bank of Kentucky
Kentucky
-$15K -160 Closed
KIG
319
Kowal Investment Group
Wisconsin
-$14K -149 Closed
LC
320
Lindbrook Capital
California
-$11K -120 Closed
CFA
321
Carroll Financial Associates
North Carolina
-$9K -100 Closed
GKWIM
322
Gerber Kawasaki Wealth & Investment Management
California
-$6K -73 Closed
PC
323
Pier Capital
Connecticut
-$2K -27 Closed
HFS
324
Horizon Financial Services
North Carolina
-$1K -14 Closed
CA
325
Clearstead Advisors
Ohio
-$1K -13 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.