We are live on ! Find out more

167 hedge funds and large institutions have $1.33B invested in Appian in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

58% more capital invested

Capital invested by funds: $843M → $1.33B (+$489M)

28% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $17.2M

18% more funds holding

Funds holding: 142167 (+25)

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

9.51% more ownership

Funds ownership: 74.54%84.04% (+9.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
167
Holders Change
+25
Holders Change %
+17.61%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
52
Increased
51
Reduced
44
Closed
25
Calls
$22.1M
Puts
$17.2M
Net Calls
+$4.82M
Net Calls Change
+$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
26
Pier Capital
Connecticut
$8.09M -$2.73M -58,337 -26%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$8M +$1.95M +41,584 +33%
Renaissance Technologies
28
Renaissance Technologies
New York
$7.57M +$2.86M +61,100 +62%
N
29
Nuveen
North Carolina
$5.93M -$8.33K -178 -0.1%
NI
30
Nepsis Inc
Minnesota
$5.6M -$825K -17,616 -13%
ACM
31
Aubrey Capital Management
United Kingdom
$4.99M +$328K +7,000 +7%
Goldman Sachs
32
Goldman Sachs
New York
$4.91M +$790K +16,868 +19%
Bank of America
33
Bank of America
North Carolina
$4.48M +$3.38M +72,141 +324%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$4.1M +$4.04M +86,250 New
GIPM
35
G2 Investment Partners Management
New York
$4.05M -$2.12M -45,236 -35%
Luther King Capital Management (LKCM)
36
Luther King Capital Management (LKCM)
Texas
$3.79M +$26.7K +570 +0.7%
RC
37
Roundview Capital
New Jersey
$3.59M -$74.7K -1,595 -2%
PPA
38
Parametric Portfolio Associates
Washington
$3.58M +$3.53M +75,466 New
SG Americas Securities
39
SG Americas Securities
New York
$3.57M +$3.2M +68,404 +1,006%
CSS
40
Cubist Systematic Strategies
Connecticut
$3.45M +$3.4M +72,683 New
IECM
41
Intrinsic Edge Capital Management
Illinois
$2.96M -$9.9M -211,363 -77%
State of New Jersey Common Pension Fund D
42
State of New Jersey Common Pension Fund D
New Jersey
$2.86M +$2.82M +60,200 New
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$2.79M +$2.26M +48,310 +467%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$2.76M +$79.6K +1,700 +3%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$2.75M +$2.66M +56,801 +5,348%
Wells Fargo
46
Wells Fargo
California
$2.6M +$532K +11,359 +26%
SCM
47
Sterling Capital Management
North Carolina
$2.44M -$527K -11,258 -18%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$2.3M +$21.3K +454 +0.9%
GGHC
49
Gilder Gagnon Howe & Co
New York
$2.13M -$961K -20,521 -31%
AllianceBernstein
50
AllianceBernstein
Tennessee
$2.11M +$14K +300 +0.7%

APPN Hedge Fund Activity: Q3 2019 in Review

167 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2019, worth a combined $1.33B — up 58% from $843M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 25 closed out — a net gain of 27 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $104M. The largest seller was First Trust Advisors, cutting an estimated $21.7M.

  • 167 institutional investors held Appian (APPN) as of Q3 2019, up from 142 in Q2 2019.
  • Funds reported $1.33B of Appian stock for Q3 2019, up 58% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2019 and 25 closed out, a net change of +27 holders.
  • The largest Appian buyer in Q3 2019 was Baillie Gifford & Co, an estimated $104M added.
  • The largest Appian seller in Q3 2019 was First Trust Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q3 2019.