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322 hedge funds and large institutions have $3.74B invested in Appian in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 301322 (+21)

3% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 104

0% less call options, than puts

Call options by funds: $115M | Put options by funds: $115M

6.75% less ownership

Funds ownership: 78.95%72.2% (-6.7%)

23% less capital invested

Capital invested by funds: $4.84B → $3.74B (-$1.1B)

Holders
322
Holders Change
+21
Holders Change %
+6.98%
% of All Funds
5.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
63
Increased
107
Reduced
104
Closed
38
Calls
$115M
Puts
$115M
Net Calls
-$362K
Net Calls Change
+$86.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$14M +$16.7M +94,556 +897%
TRSOTSOK
27
Teachers Retirement System of the State of Kentucky
Kentucky
$13.8M -$2.13M -12,062 -10%
Bank of America
28
Bank of America
North Carolina
$13.7M +$9.07M +51,264 +99%
Renaissance Technologies
29
Renaissance Technologies
New York
$13.4M +$17.8M +100,700 New
Canada Life
30
Canada Life
Manitoba, Canada
$12.3M -$1.84M -10,385 -10%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$11.4M +$971K +5,490 +7%
Swiss National Bank
32
Swiss National Bank
Switzerland
$9.77M +$955K +5,400 +8%
CCA
33
Cobblestone Capital Advisors
New York
$8.11M -$4.3M -24,310 -28%
E
34
Ergoteles
New York
$7.68M +$10.2M +57,750 New
AllianceBernstein
35
AllianceBernstein
Tennessee
$7.62M +$1.2M +6,770 +13%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$7.14M -$33.3K -188 -0.3%
Goldman Sachs
37
Goldman Sachs
New York
$6.9M -$3.02M -17,064 -25%
LPL Financial
38
LPL Financial
California
$6.65M -$622K -3,514 -7%
CS
39
Credit Suisse
Switzerland
$6.55M -$1.11M -6,279 -11%
UBS Group
40
UBS Group
Switzerland
$6.25M +$1.15M +6,524 +16%
CSS
41
Cubist Systematic Strategies
Connecticut
$5.99M +$6.52M +36,848 +451%
PPA
42
Parametric Portfolio Associates
Washington
$5.75M +$447K +2,529 +6%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$5.34M -$766K -4,328 -10%
Wells Fargo
44
Wells Fargo
California
$5.28M -$8.49M -47,974 -55%
HF
45
HRT Financial
New York
$5.18M +$4.46M +25,199 +183%
UBS AM
46
UBS AM
Illinois
$5.07M +$428K +2,421 +7%
Barclays
47
Barclays
United Kingdom
$4.9M +$1.7M +9,633 +35%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$4.76M -$605K -3,421 -9%
MA
49
Mezzasalma Advisors
New Jersey
$4.75M -$93.8K -530 -1%
Ameriprise
50
Ameriprise
Minnesota
$4.63M +$844K +4,772 +16%

APPN Hedge Fund Activity: Q1 2021 in Review

322 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2021, worth a combined $3.74B — down 23% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new APPN positions and 38 closed out — a net gain of 25 holders — while 107 added to existing stakes and 104 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $67.2M. The largest seller was Morgan Stanley, cutting an estimated $292M.

  • 322 institutional investors held Appian (APPN) as of Q1 2021, up from 301 in Q4 2020.
  • Funds reported $3.74B of Appian stock for Q1 2021, down 23% quarter-over-quarter.
  • 63 funds opened new Appian positions in Q1 2021 and 38 closed out, a net change of +25 holders.
  • The largest Appian buyer in Q1 2021 was Two Sigma Investments, an estimated $67.2M added.
  • The largest Appian seller in Q1 2021 was Morgan Stanley, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2021.