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Appian
APPN

57 hedge funds and large institutions have $299M invested in Appian in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 5

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

53% more capital invested

Capital invested by funds: $196M → $299M (+$103M)

34.87% more ownership

Funds ownership: 96.87% → 131.74% (+35%)

33% more funds holding

Funds holding: 43 → 57 (+14)

Holders
57
Holders Change
+14
Holders Change %
+32.56%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
24
Reduced
5
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Abdiel Capital Advisors
New York
+$28.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$8.13M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$7.53M
4
Brown Advisory
Brown Advisory
Maryland
+$6.53M
5
TAM
Telemark Asset Management
Massachusetts
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$4.98M
2
EAM
Eagle Asset Management
Florida
-$3.6M
3
SIM
Spark Investment Management
New York
-$3.03M
4
GIM
Granahan Investment Management
Massachusetts
-$2.41M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
GU
26
Georgetown University
District of Columbia
$420K +$309K +13,349 New
RFS
27
Rockefeller Financial Services
New York
$420K +$309K +13,349 New
Norges Bank
28
Norges Bank
Norway
$252K – – –
Deutsche Bank
29
Deutsche Bank
Germany
$250K +$148K +6,422 +422%
State Street
30
State Street
Massachusetts
$239K – – –
Citadel Advisors
31
Citadel Advisors
Florida
$220K +$161K +6,982 New
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$217K +$160K +6,900 New
TRCT
33
Tower Research Capital (TRC)
New York
$193K +$62.8K +2,715 +79%
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K +$110K +4,750 New
Barclays
35
Barclays
United Kingdom
$82K +$46.1K +1,992 +328%
UBS Group
36
UBS Group
Switzerland
$62K +$45.5K +1,969 +98,450%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$53K +$34.5K +1,494 +835%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52K +$1.99K +86 +6%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$49K -$131K -5,662 -78%
Wells Fargo
40
Wells Fargo
California
$48K +$20.6K +890 +137%
BRC
41
Bell Rock Capital
Delaware
$47K -$102K -4,400 -75%
Macquarie Group
42
Macquarie Group
Australia
$38K +$27.7K +1,200 New
CLOS
43
Compagnie Lombard Odier SCmA
Switzerland
$32K +$23.1K +1,000 New
Bank of America
44
Bank of America
North Carolina
$31K +$23.1K +1,000 New
SP
45
SWS Partners
Ohio
$31K +$23.1K +1,000 New
DCM
46
Delpha Capital Management
New York
$25K +$18.2K +788 New
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$19K +$1.97K +85 +16%
KTC
48
Kistler-Tiffany Companies
Pennsylvania
$11K +$6.29K +272 +299%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$11K +$8.32K +360 New
CPA
50
Cowen Prime Advisors
New York
$6K +$4.62K +200 New
1
2
3

APPN Hedge Fund Activity: Q4 2017 in Review

57 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2017, worth a combined $299M — up 53% from $196M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new APPN positions and 10 closed out — a net gain of 14 holders — while 24 added to existing stakes and 5 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $28.6M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $4.98M sold.

  • 57 institutional investors held Appian (APPN) as of Q4 2017, up from 43 in Q3 2017.
  • Funds reported $299M of Appian stock for Q4 2017, up 53% quarter-over-quarter.
  • 24 funds opened new Appian positions in Q4 2017 and 10 closed out, a net change of +14 holders.
  • The largest Appian buyer in Q4 2017 was Abdiel Capital Advisors, an estimated $28.6M added.
  • The largest Appian seller in Q4 2017 was Laurion Capital Management, an estimated $4.98M sold.

Based on aggregated 13F filings for Q4 2017.