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214 hedge funds and large institutions have $2.01B invested in Appian in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $1.46B → $2.01B (+$547M)

25% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 55

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

13% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $30.6M

2% more funds holding

Funds holding: 209214 (+5)

0.93% more ownership

Funds ownership: 81.37%82.31% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
69
Reduced
55
Closed
33
Calls
$34.8M
Puts
$30.6M
Net Calls
+$4.12M
Net Calls Change
+$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$6.41M +$5.35M +98,933 New
Wells Fargo
27
Wells Fargo
California
$6.09M +$58K +1,071 +1%
BCP
28
Berylson Capital Partners
Massachusetts
$5.86M +$4.9M +90,500 New
RJA
29
Raymond James & Associates
Florida
$5.7M +$438K +8,090 +10%
Luther King Capital Management (LKCM)
30
Luther King Capital Management (LKCM)
Texas
$5.65M +$124K +2,296 +3%
SAM
31
Silvercrest Asset Management
New York
$5.25M -$70.6K -1,304 -2%
Canada Life
32
Canada Life
Manitoba, Canada
$4.81M -$14.1K -261 -0.3%
RC
33
Roundview Capital
New Jersey
$4.81M -$68.5K -1,266 -2%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$4.79M +$42.8K +791 +1%
Swiss National Bank
35
Swiss National Bank
Switzerland
$4.11M +$92K +1,700 +3%
UBS Group
36
UBS Group
Switzerland
$3.87M -$475K -8,782 -13%
Bank of America
37
Bank of America
North Carolina
$3.8M -$212K -3,925 -6%
Osaic Holdings
38
Osaic Holdings
Arizona
$3.71M -$854K -15,779 -21%
AllianceBernstein
39
AllianceBernstein
Tennessee
$3.55M -$81.2K -1,500 -3%
LPL Financial
40
LPL Financial
California
$3.5M +$1.02M +18,855 +54%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$3.49M +$234K +4,319 +9%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$3.35M -$11.3M -208,769 -80%
CSS
43
Cubist Systematic Strategies
Connecticut
$3.13M +$2.22M +41,110 +565%
Goldman Sachs
44
Goldman Sachs
New York
$2.96M -$626K -11,563 -20%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$2.78M -$399K -7,370 -15%
SG Americas Securities
46
SG Americas Securities
New York
$2.75M -$610K -11,269 -21%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.58M -$348K -6,427 -14%
PL
48
Parkwood LLC
Ohio
$2.56M +$455K +8,401 +27%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$2.51M +$41.7K +771 +2%
PFM
50
Premier Fund Managers
United Kingdom
$2.5M +$189K +3,500 +10%

APPN Hedge Fund Activity: Q3 2020 in Review

214 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2020, worth a combined $2.01B — up 38% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APPN positions and 33 closed out — a net gain of 6 holders — while 69 added to existing stakes and 55 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $116M. The largest seller was D.E. Shaw & Co, cutting an estimated $11.3M.

  • 214 institutional investors held Appian (APPN) as of Q3 2020, up from 209 in Q2 2020.
  • Funds reported $2.01B of Appian stock for Q3 2020, up 38% quarter-over-quarter.
  • 39 funds opened new Appian positions in Q3 2020 and 33 closed out, a net change of +6 holders.
  • The largest Appian buyer in Q3 2020 was Baillie Gifford & Co, an estimated $116M added.
  • The largest Appian seller in Q3 2020 was D.E. Shaw & Co, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2020.