Appian
APPN
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.
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: 283 → 284 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
31% less capital invested
Capital invested by funds: $3.8B → $2.63B (-$1.18B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$83.1M |
| 2 |
Two Sigma Investments
New York
|
+$20M |
| 3 |
SP
StackLine Partners
New York
|
+$13.9M |
| 4 |
Millennium Management
New York
|
+$12.3M |
| 5 |
N
Natixis
Paris,
France
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$46.5M |
| 2 |
D.E. Shaw & Co
New York
|
-$17.9M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$13.8M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$13.2M |
| 5 |
BlackRock
New York
|
-$7.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCOV
326
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$4K | -29 | Closed |
|
|
EWM
327
Evermay Wealth Management
Arlington,
Virginia
| – | -$3K | -20 | Closed |
|
|
FMP
328
Financial Management Professionals
Austin,
Texas
| – | -$2K | -16 | Closed |
|
329
CI Investments Inc
Toronto,
Ontario, Canada
| – | +$222 | +2 | New |
|
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.