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Appian
APPN

71 hedge funds and large institutions have $269M invested in Appian in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

25% more funds holding

Funds holding: 57 → 71 (+14)

10% less capital invested

Capital invested by funds: $299M → $269M (-$30.4M)

49.3% less ownership

Funds ownership: 131.74% → 82.44% (-49%)

Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
29
Increased
22
Reduced
10
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$16.9M
2
ACA
Abdiel Capital Advisors
New York
+$14.9M
3
HLA
Hamilton Lane Advisors
Pennsylvania
+$6.04M
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$5.58M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$4.24M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$15.8M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$7.69M
3
Brown Advisory
Brown Advisory
Maryland
-$6.09M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.99M
5
GGHC
Gilder Gagnon Howe & Co
New York
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$1.2M +$1.44M +47,469 New
Northern Trust
27
Northern Trust
Illinois
$972K +$466K +15,371 +66%
ASP
28
Adams Street Partners
Illinois
$971K +$1.17M +38,562 New
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$719K +$865K +28,537 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$599K +$720K +23,768 New
NIM
31
Needham Investment Management
New York
$491K -$15.2K -500 -3%
WC
32
Wexford Capital
Florida
$433K +$97K +3,200 +23%
SGM
33
Skye Global Management
Florida
$353K -$909K -30,000 -68%
ECM
34
Element Capital Management
New York
$351K +$422K +13,935 New
CA
35
Cornerstone Advisory
Maryland
$302K +$364K +12,000 New
EGM
36
Engineers Gate Manager
New York
$273K +$328K +10,833 New
State Street
37
State Street
Massachusetts
$260K +$81.8K +2,700 +36%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$219K +$264K +8,726 New
Squarepoint
39
Squarepoint
New York
$203K +$245K +8,071 New
Norges Bank
40
Norges Bank
Norway
$201K – – –
TRCT
41
Tower Research Capital (TRC)
New York
$201K +$55.9K +1,845 +30%
UBS Group
42
UBS Group
Switzerland
$169K +$144K +4,746 +241%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K – – –
Bank of America
44
Bank of America
North Carolina
$74K +$59.1K +1,949 +195%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$69K +$32K +1,057 +63%
SSB
46
Sandy Spring Bank
Maryland
$68K +$81.4K +2,685 New
AF
47
Advisornet Financial
Minnesota
$50K +$60.6K +2,000 New
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47K +$6.33K +209 +13%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$41K +$30.3K +1,000 +164%
BRC
50
Bell Rock Capital
Delaware
$38K – – –
1
2
3 4

APPN Hedge Fund Activity: Q1 2018 in Review

71 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2018, worth a combined $269M — down 10% from $299M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new APPN positions and 14 closed out — a net gain of 15 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $16.9M. The largest seller was JP Morgan Chase, cutting an estimated $15.8M.

  • 71 institutional investors held Appian (APPN) as of Q1 2018, up from 57 in Q4 2017.
  • Funds reported $269M of Appian stock for Q1 2018, down 10% quarter-over-quarter.
  • 29 funds opened new Appian positions in Q1 2018 and 14 closed out, a net change of +15 holders.
  • The largest Appian buyer in Q1 2018 was T. Rowe Price Associates, an estimated $16.9M added.
  • The largest Appian seller in Q1 2018 was JP Morgan Chase, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2018.