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209 hedge funds and large institutions have $1.46B invested in Appian in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

65% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 43

34% more capital invested

Capital invested by funds: $1.09B → $1.46B (+$372M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 172209 (+37)

2.83% more ownership

Funds ownership: 78.55%81.37% (+2.8%)

52% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $65.1M

Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
65
Increased
71
Reduced
43
Closed
27
Calls
$31.4M
Puts
$65.1M
Net Calls
-$33.6M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Cobblestone Capital Advisors
New York
$5.19M +$657K +13,468 +15%
ACM
27
Aubrey Capital Management
United Kingdom
$5.14M -$234K -4,800 -5%
Wells Fargo
28
Wells Fargo
California
$4.76M +$844K +17,304 +23%
Luther King Capital Management (LKCM)
29
Luther King Capital Management (LKCM)
Texas
$4.36M +$203K +4,170 +5%
SAM
30
Silvercrest Asset Management
New York
$4.22M -$9.9M -202,981 -71%
RJA
31
Raymond James & Associates
Florida
$4.1M +$2.5M +51,155 +178%
SC
32
Sculptor Capital
New York
$4.02M
RC
33
Roundview Capital
New Jersey
$3.87M -$12.7K -260 -0.3%
Canada Life
34
Canada Life
Manitoba, Canada
$3.83M +$1.75M +35,965 +93%
Osaic Holdings
35
Osaic Holdings
Arizona
$3.77M -$4.6M -94,216 -56%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$3.75M -$131K -2,695 -4%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$3.61M -$1.55M -31,771 -31%
UBS Group
38
UBS Group
Switzerland
$3.51M +$1.42M +29,091 +74%
Bank of America
39
Bank of America
North Carolina
$3.21M +$528K +10,819 +21%
Swiss National Bank
40
Swiss National Bank
Switzerland
$3.16M +$581K +11,900 +24%
TRSOTSOK
41
Teachers Retirement System of the State of Kentucky
Kentucky
$2.97M
Barclays
42
Barclays
United Kingdom
$2.97M +$798K +16,352 +39%
Goldman Sachs
43
Goldman Sachs
New York
$2.93M -$1.62M -33,120 -37%
AllianceBernstein
44
AllianceBernstein
Tennessee
$2.89M +$459K +9,400 +20%
SG Americas Securities
45
SG Americas Securities
New York
$2.76M +$893K +18,311 +52%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$2.58M +$193K +3,962 +9%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$2.54M -$109K -2,234 -4%
CM
48
Caption Management
Oklahoma
$2.45M +$2.33M +47,846 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.37M +$362K +7,411 +19%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$1.95M -$280K -5,747 -13%

APPN Hedge Fund Activity: Q2 2020 in Review

209 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2020, worth a combined $1.46B — up 34% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new APPN positions and 27 closed out — a net gain of 38 holders — while 71 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $22.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $32.1M.

  • 209 institutional investors held Appian (APPN) as of Q2 2020, up from 172 in Q1 2020.
  • Funds reported $1.46B of Appian stock for Q2 2020, up 34% quarter-over-quarter.
  • 65 funds opened new Appian positions in Q2 2020 and 27 closed out, a net change of +38 holders.
  • The largest Appian buyer in Q2 2020 was Abdiel Capital Advisors, an estimated $22.9M added.
  • The largest Appian seller in Q2 2020 was D.E. Shaw & Co, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2020.