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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
IAIM
326
International Assets Investment Management
Florida
-$455K -2,810 Closed
Bank of Montreal
327
Bank of Montreal
Ontario, Canada
-$375K -2,770 Closed
CFO
328
Colony Family Offices
North Carolina
-$350K -2,635 Closed
Stifel Financial
329
Stifel Financial
Missouri
-$307K -2,304 Closed
SPC
330
Sigma Planning Corp
Michigan
-$279K -2,095 Closed
TWP
331
TFO Wealth Partners
Ohio
-$266K -2,000 Closed
WJA
332
Willis Johnson & Associates
Texas
-$233K -1,751 Closed
GAM
333
Gotham Asset Management
New York
-$231K -1,740 Closed
GCP
334
GSA Capital Partners
United Kingdom
-$218K -1,640 Closed
ECM
335
ExodusPoint Capital Management
New York
-$214K -1,606 Closed
AC
336
Abbrea Capital
California
-$206K -1,550 Closed
CCP
337
Cardan Capital Partners
Colorado
-$205K -1,540 Closed
XT
338
XTX Topco
Cayman Islands
-$200K -1,505 Closed
SIC
339
Salem Investment Counselors
North Carolina
-$164K -1,230 Closed
SFS
340
Sowell Financial Services
Arkansas
-$69K -698 Closed
HIA
341
Harbor Investment Advisory
Maryland
-$73K -550 Closed
MAM
342
Meeder Asset Management
Ohio
-$61K -452 Closed
AS
343
Altshuler Shaham
Israel
-$53K -401 Closed
ETC
344
Exchange Traded Concepts
Oklahoma
-$53K -399 Closed
AIC
345
Ameritas Investment Company
Nebraska
-$39.9K -300 Closed
CAL
346
Capital Analysts LLC
Pennsylvania
-$27K -200 Closed
RWB
347
RMR Wealth Builders
New Jersey
-$27K -200 Closed
MF
348
Manchester Financial
California
-$19K -141 Closed
PHK
349
Point72 Hong Kong
Hong Kong
-$17K -130 Closed
FCA
350
FinTrust Capital Advisors
South Carolina
-$10K -75 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.