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105 hedge funds and large institutions have $469M invested in Appian in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

9% more funds holding

Funds holding: 96105 (+9)

5.27% more ownership

Funds ownership: 57.09%62.36% (+5.3%)

3% more capital invested

Capital invested by funds: $455M → $469M (+$13.3M)

43% less call options, than puts

Call options by funds: $3.43M | Put options by funds: $6M

Holders
105
Holders Change
+9
Holders Change %
+9.38%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
34
Increased
32
Reduced
25
Closed
24
Calls
$3.43M
Puts
$6M
Net Calls
-$2.56M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$1.56M +$207K +7,755 +15%
SO
27
STRS Ohio
Ohio
$1.41M
Aberdeen Group
28
Aberdeen Group
United Kingdom
$1.31M +$1.31M +49,035 New
TOPU
29
Trustees of Princeton University
New Jersey
$1.3M +$1.3M +48,581 New
SCM
30
Sterling Capital Management
North Carolina
$1.26M +$1.26M +47,131 New
EGM
31
Engineers Gate Manager
New York
$1.25M +$245K +9,169 +24%
JP Morgan Chase
32
JP Morgan Chase
New York
$800K -$10.3K -387 -1%
Citadel Advisors
33
Citadel Advisors
Florida
$728K +$252K +9,437 +53%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$701K +$701K +26,244 New
Wells Fargo
35
Wells Fargo
California
$645K +$316K +11,845 +96%
Wolverine Trading
36
Wolverine Trading
Illinois
$625K -$45.1K -1,687 -7%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$622K +$120K +4,487 +24%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$574K +$33K +1,237 +6%
Tudor Investment Corp
39
Tudor Investment Corp
Connecticut
$570K +$291K +10,906 +105%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$483K -$4.49K -168 -0.9%
Millennium Management
41
Millennium Management
New York
$481K +$481K +18,023 New
UBS Group
42
UBS Group
Switzerland
$474K +$86.2K +3,227 +22%
NIM
43
Needham Investment Management
New York
$414K -$120K -4,500 -23%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$389K -$562K -21,054 -59%
GU
45
Georgetown University
District of Columbia
$389K +$389K +14,574 New
ECM
46
ExodusPoint Capital Management
New York
$388K +$388K +14,522 New
CA
47
Cornerstone Advisory
Maryland
$369K -$115K -4,300 -24%
William Blair & Company
48
William Blair & Company
Illinois
$363K +$363K +13,592 New
GPGA
49
Grandeur Peak Global Advisors
Utah
$353K +$353K +13,225 New
Simplex Trading
50
Simplex Trading
Illinois
$310K +$173K +6,487 +126%

APPN Hedge Fund Activity: Q4 2018 in Review

105 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2018, worth a combined $469M — up 2.9% from $455M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new APPN positions and 24 closed out — a net gain of 10 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $39.4M. The largest seller was Barclays, exiting entirely with an estimated $9.83M sold.

  • 105 institutional investors held Appian (APPN) as of Q4 2018, up from 96 in Q3 2018.
  • Funds reported $469M of Appian stock for Q4 2018, up 2.9% quarter-over-quarter.
  • 34 funds opened new Appian positions in Q4 2018 and 24 closed out, a net change of +10 holders.
  • The largest Appian buyer in Q4 2018 was Abdiel Capital Advisors, an estimated $39.4M added.
  • The largest Appian seller in Q4 2018 was Barclays, an estimated $9.83M sold.

Based on aggregated 13F filings for Q4 2018.