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301 hedge funds and large institutions have $4.84B invested in Appian in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 29

141% more capital invested

Capital invested by funds: $2.01B → $4.84B (+$2.84B)

41% more funds holding

Funds holding: 214301 (+87)

28% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 67

3.36% less ownership

Funds ownership: 82.31%78.95% (-3.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less call options, than puts

Call options by funds: $157M | Put options by funds: $243M

Holders
301
Holders Change
+87
Holders Change %
+40.65%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
116
Increased
86
Reduced
67
Closed
29
Calls
$157M
Puts
$243M
Net Calls
-$86.6M
Net Calls Change
-$90.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
26
StackLine Partners
New York
$13.1M -$39.5M -352,650 -81%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$13M +$729K +6,512 +9%
Goldman Sachs
28
Goldman Sachs
New York
$11.2M +$2.61M +23,291 +51%
Swiss National Bank
29
Swiss National Bank
Switzerland
$11M +$526K +4,700 +7%
Millennium Management
30
Millennium Management
New York
$10.3M +$6.68M +59,611 +1,606%
ACM
31
Ashford Capital Management
Delaware
$9.74M -$25M -223,380 -79%
RC
32
Roundview Capital
New Jersey
$9.53M -$1.73M -15,468 -21%
Deutsche Bank
33
Deutsche Bank
Germany
$9.44M +$3.22M +28,782 +98%
Man Group
34
Man Group
United Kingdom
$9.02M +$6.23M +55,652 New
CS
35
Credit Suisse
Switzerland
$9M +$3.17M +28,320 +104%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$8.73M +$1.12K +10 +0%
LPL Financial
37
LPL Financial
California
$8.68M -$57K -509 -0.9%
Bank of America
38
Bank of America
North Carolina
$8.43M -$747K -6,671 -11%
AllianceBernstein
39
AllianceBernstein
Tennessee
$8.19M -$487K -4,350 -8%
JP Morgan Chase
40
JP Morgan Chase
New York
$7.81M +$1.36M +12,164 +34%
BCP
41
Berylson Capital Partners
Massachusetts
$7.67M -$4.84M -43,200 -48%
PC
42
Pier Capital
Connecticut
$7.52M -$7.45M -66,538 -59%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$7.21M +$179K +1,602 +4%
PPA
44
Parametric Portfolio Associates
Washington
$6.59M +$951K +8,494 +26%
UBS Group
45
UBS Group
Switzerland
$6.56M -$2.15M -19,216 -32%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$6.44M +$105K +936 +2%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$6.36M -$62.3K -556 -1%
PFM
48
Premier Fund Managers
United Kingdom
$6.1M
MA
49
Mezzasalma Advisors
New Jersey
$5.88M +$4.06M +36,280 New
UBS AM
50
UBS AM
Illinois
$5.79M +$907K +8,103 +29%

APPN Hedge Fund Activity: Q4 2020 in Review

301 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2020, worth a combined $4.84B — up 141% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new APPN positions and 29 closed out — a net gain of 87 holders — while 86 added to existing stakes and 67 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $125M. The largest seller was Abdiel Capital Advisors, cutting an estimated $216M.

  • 301 institutional investors held Appian (APPN) as of Q4 2020, up from 214 in Q3 2020.
  • Funds reported $4.84B of Appian stock for Q4 2020, up 141% quarter-over-quarter.
  • 116 funds opened new Appian positions in Q4 2020 and 29 closed out, a net change of +87 holders.
  • The largest Appian buyer in Q4 2020 was Fred Alger Management, an estimated $125M added.
  • The largest Appian seller in Q4 2020 was Abdiel Capital Advisors, an estimated $216M sold.

Based on aggregated 13F filings for Q4 2020.