We are live on ! Find out more

159 hedge funds and large institutions have $1.07B invested in Appian in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

2.04% less ownership

Funds ownership: 84.04%82% (-2%)

5% less funds holding

Funds holding: 167159 (-8)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

19% less capital invested

Capital invested by funds: $1.33B → $1.07B (-$259M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less call options, than puts

Call options by funds: $11M | Put options by funds: $15.5M

Holders
159
Holders Change
-8
Holders Change %
-4.79%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
25
Increased
61
Reduced
44
Closed
30
Calls
$11M
Puts
$15.5M
Net Calls
-$4.49M
Net Calls Change
-$9.31M
Name Holding Trade Value Shares
Change
Change in
Stake
NI
26
Nepsis Inc
Minnesota
$4.58M +$70.1K +1,626 +1%
Goldman Sachs
27
Goldman Sachs
New York
$4.54M +$659K +15,293 +15%
JP Morgan Chase
28
JP Morgan Chase
New York
$4.44M -$6.75M -156,534 -57%
ACM
29
Aubrey Capital Management
United Kingdom
$4.01M
Renaissance Technologies
30
Renaissance Technologies
New York
$3.47M -$2.95M -68,500 -43%
TAM
31
Telemark Asset Management
Massachusetts
$3.06M -$9.48M -220,000 -73%
Luther King Capital Management (LKCM)
32
Luther King Capital Management (LKCM)
Texas
$3.04M -$6.47K -150 -0.2%
RC
33
Roundview Capital
New Jersey
$2.86M -$27.2K -631 -0.8%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$2.63M +$444K +10,308 +18%
Barclays
35
Barclays
United Kingdom
$2.5M -$22.4M -518,703 -89%
Wells Fargo
36
Wells Fargo
California
$2.38M +$333K +7,729 +14%
LFDLE
37
La Financiere de L'Echiquier
France
$2.35M +$2.66M +61,600 New
William Blair & Company
38
William Blair & Company
Illinois
$2.27M +$882K +20,455 +52%
Millennium Management
39
Millennium Management
New York
$2.26M +$1.46M +33,868 +134%
IECM
40
Intrinsic Edge Capital Management
Illinois
$2.17M -$237K -5,509 -9%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$2.1M -$129K -3,000 -5%
Bank of America
42
Bank of America
North Carolina
$2.05M -$1.75M -40,651 -43%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$1.99M +$153K +3,552 +7%
Legal & General Group
44
Legal & General Group
United Kingdom
$1.98M +$1.61M +37,247 +254%
Deutsche Bank
45
Deutsche Bank
Germany
$1.97M +$833K +19,333 +60%
AllianceBernstein
46
AllianceBernstein
Tennessee
$1.77M +$86.2K +2,000 +5%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.73M +$51.7K +1,200 +3%
GGHC
48
Gilder Gagnon Howe & Co
New York
$1.69M -$28.2K -653 -1%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$1.62M +$170K +3,946 +10%
GIPM
50
G2 Investment Partners Management
New York
$1.47M -$2.02M -46,863 -55%

APPN Hedge Fund Activity: Q4 2019 in Review

159 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2019, worth a combined $1.07B — down 19% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of APPN and 25 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 61 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $18.6M. The largest seller was Barclays, cutting an estimated $22.4M.

  • 159 institutional investors held Appian (APPN) as of Q4 2019, down from 167 in Q3 2019.
  • Funds reported $1.07B of Appian stock for Q4 2019, down 19% quarter-over-quarter.
  • 25 funds opened new Appian positions in Q4 2019 and 30 closed out, a net change of -5 holders.
  • The largest Appian buyer in Q4 2019 was Baillie Gifford & Co, an estimated $18.6M added.
  • The largest Appian seller in Q4 2019 was Barclays, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2019.