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172 hedge funds and large institutions have $1.09B invested in Appian in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

8% more funds holding

Funds holding: 159172 (+13)

1% more capital invested

Capital invested by funds: $1.07B → $1.09B (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.45% less ownership

Funds ownership: 82%78.55% (-3.5%)

34% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $20.5M

Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
44
Increased
60
Reduced
43
Closed
29
Calls
$13.6M
Puts
$20.5M
Net Calls
-$6.89M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$4.11M -$2.31M -49,784 -33%
Goldman Sachs
27
Goldman Sachs
New York
$3.63M -$1.32M -28,379 -24%
CCA
28
Cobblestone Capital Advisors
New York
$3.53M +$4.08M +87,728 New
AACP
29
Advantage Alpha Capital Partners
California
$3.39M +$3.91M +84,251 New
Luther King Capital Management (LKCM)
30
Luther King Capital Management (LKCM)
Texas
$3.25M +$56.5K +1,215 +2%
SC
31
Sculptor Capital
New York
$3.15M +$3.64M +78,400 New
RC
32
Roundview Capital
New Jersey
$3.05M +$41.8K +899 +1%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$3.05M +$318K +6,839 +10%
Wells Fargo
34
Wells Fargo
California
$3.04M +$613K +13,193 +21%
Renaissance Technologies
35
Renaissance Technologies
New York
$2.48M -$1.36M -29,200 -32%
TRSOTSOK
36
Teachers Retirement System of the State of Kentucky
Kentucky
$2.33M +$2.69M +57,932 New
IECM
37
Intrinsic Edge Capital Management
Illinois
$2.29M
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$2.21M
NIM
39
Needham Investment Management
New York
$2.09M +$674K +14,500 +39%
Bank of America
40
Bank of America
North Carolina
$2.08M -$90.8K -1,955 -4%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$2.08M -$11.9K -256 -0.5%
Swiss National Bank
42
Swiss National Bank
Switzerland
$2M +$214K +4,600 +10%
AllianceBernstein
43
AllianceBernstein
Tennessee
$1.89M +$27.4K +590 +1%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.86M +$178K +3,834 +9%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$1.76M +$2.03M +43,790 New
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$1.76M -$6.16M -132,535 -75%
Barclays
47
Barclays
United Kingdom
$1.67M -$1.12M -24,039 -37%
GGHC
48
Gilder Gagnon Howe & Co
New York
$1.64M -$158K -3,391 -8%
UBS Group
49
UBS Group
Switzerland
$1.58M +$925K +19,900 +102%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.56M +$430K +9,256 +31%

APPN Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2020, worth a combined $1.09B — up 1.3% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APPN positions and 29 closed out — a net gain of 15 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $7.64M. The largest seller was D.E. Shaw & Co, cutting an estimated $17.7M.

  • 172 institutional investors held Appian (APPN) as of Q1 2020, up from 159 in Q4 2019.
  • Funds reported $1.09B of Appian stock for Q1 2020, up 1.3% quarter-over-quarter.
  • 44 funds opened new Appian positions in Q1 2020 and 29 closed out, a net change of +15 holders.
  • The largest Appian buyer in Q1 2020 was Abdiel Capital Advisors, an estimated $7.64M added.
  • The largest Appian seller in Q1 2020 was D.E. Shaw & Co, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2020.