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96 hedge funds and large institutions have $455M invested in Appian in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

157% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more funds holding

Funds holding: 7496 (+22)

19% more capital invested

Capital invested by funds: $384M → $455M (+$71.8M)

0.97% more ownership

Funds ownership: 56.12%57.09% (+0.97%)

59% less call options, than puts

Call options by funds: $5.35M | Put options by funds: $13.1M

Holders
96
Holders Change
+22
Holders Change %
+29.73%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
32
Increased
36
Reduced
14
Closed
10
Calls
$5.35M
Puts
$13.1M
Net Calls
-$7.76M
Net Calls Change
-$7.49M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
26
Engineers Gate Manager
New York
$1.24M +$1.28M +37,540 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.18M +$1.22M +35,628 New
SI
28
Stephens Inc
Arkansas
$1.08M +$1.11M +32,500 New
JP Morgan Chase
29
JP Morgan Chase
New York
$1M +$980K +28,716 +1,787%
Wolverine Trading
30
Wolverine Trading
Illinois
$805K +$830K +24,310 New
PGCM
31
Prescott Group Capital Management
Oklahoma
$761K +$341K +10,000 +77%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$670K +$171K +5,005 +33%
NIM
33
Needham Investment Management
New York
$662K
Bank of New York Mellon
34
Bank of New York Mellon
New York
$622K +$227K +6,661 +55%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$600K +$531K +15,557 +570%
CA
36
Cornerstone Advisory
Maryland
$599K +$618K +18,100 New
Citadel Advisors
37
Citadel Advisors
Florida
$589K +$608K +17,806 New
SC
38
Sculptor Capital
New York
$530K +$546K +16,000 New
BFS
39
Bradley Foster & Sargent
Connecticut
$509K +$258K +7,570 +97%
UBS Group
40
UBS Group
Switzerland
$481K +$281K +8,229 +131%
Wells Fargo
41
Wells Fargo
California
$408K -$228K -6,689 -35%
Ameriprise
42
Ameriprise
Minnesota
$396K +$408K +11,967 New
Deutsche Bank
43
Deutsche Bank
Germany
$372K +$380K +11,138 +11,138%
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$345K +$356K +10,433 New
LPL Financial
45
LPL Financial
California
$336K +$346K +10,139 New
Squarepoint
46
Squarepoint
New York
$322K +$332K +9,728 New
Jane Street
47
Jane Street
New York
$301K +$310K +9,088 New
TAM
48
Tocqueville Asset Management
New York
$295K +$46.1K +1,350 +18%
GCP
49
GSA Capital Partners
United Kingdom
$295K +$304K +8,900 New
RJA
50
Raymond James & Associates
Florida
$240K -$223K -6,528 -47%

APPN Hedge Fund Activity: Q3 2018 in Review

96 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2018, worth a combined $455M — up 19% from $384M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new APPN positions and 10 closed out — a net gain of 22 holders — while 36 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.9M. The largest seller was Telemark Asset Management, cutting an estimated $3.41M.

  • 96 institutional investors held Appian (APPN) as of Q3 2018, up from 74 in Q2 2018.
  • Funds reported $455M of Appian stock for Q3 2018, up 19% quarter-over-quarter.
  • 32 funds opened new Appian positions in Q3 2018 and 10 closed out, a net change of +22 holders.
  • The largest Appian buyer in Q3 2018 was Vanguard Group, an estimated $28.9M added.
  • The largest Appian seller in Q3 2018 was Telemark Asset Management, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2018.