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283 hedge funds and large institutions have $3.8B invested in Appian in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 77 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 77

22% more call options, than puts

Call options by funds: $183M | Put options by funds: $151M

2% more capital invested

Capital invested by funds: $3.74B → $3.8B (+$61M)

2.03% less ownership

Funds ownership: 72.2%70.17% (-2%)

12% less funds holding

Funds holding: 322283 (-39)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
283
Holders Change
-39
Holders Change %
-12.11%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
105
Reduced
77
Closed
74
Calls
$183M
Puts
$151M
Net Calls
+$32.8M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$10.4M -$26.6M -234,040 -76%
Goldman Sachs
27
Goldman Sachs
New York
$9.51M +$1.95M +17,165 +33%
JP Morgan Chase
28
JP Morgan Chase
New York
$9.11M -$5.57M -48,999 -43%
CCA
29
Cobblestone Capital Advisors
New York
$8.19M -$182K -1,601 -3%
PPA
30
Parametric Portfolio Associates
Washington
$7.72M +$1.46M +12,865 +30%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$7.47M +$60.2K +530 +1%
BCP
32
Berylson Capital Partners
Massachusetts
$7.03M +$3.07M +27,000 +113%
PP
33
PDT Partners
New York
$6.62M +$3.08M +27,102 +130%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$6.03M +$1.41M +12,371 +39%
EMG
35
ETF Managers Group
New Jersey
$6M +$3.73M +32,836 +445%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$5.97M +$1.34M +11,766 +37%
UBS Group
37
UBS Group
Switzerland
$5.97M -$416K -3,661 -8%
Citadel Advisors
38
Citadel Advisors
Florida
$5.95M -$13.6M -119,798 -73%
UBS AM
39
UBS AM
Illinois
$5.93M +$554K +4,881 +13%
WHP
40
Washington Harbour Partners
Virginia
$5.84M +$4.82M +42,400 New
LCG
41
Lisanti Capital Growth
New York
$5.83M +$4.81M +42,355 New
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$5.79M +$212K +1,865 +5%
Bank of America
43
Bank of America
North Carolina
$5.62M -$7.1M -62,515 -61%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$5.35M +$3.83M +33,752 +662%
LPL Financial
45
LPL Financial
California
$5.08M -$1.49M -13,148 -26%
MA
46
Mezzasalma Advisors
New Jersey
$4.92M -$4.54K -40 -0.1%
SG Americas Securities
47
SG Americas Securities
New York
$4.79M +$3.31M +29,176 +524%
Jane Street
48
Jane Street
New York
$4.57M -$6.82K -60 -0.2%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$4.52M -$342K -3,012 -8%
Ameriprise
50
Ameriprise
Minnesota
$4.41M -$320K -2,816 -8%

APPN Hedge Fund Activity: Q2 2021 in Review

283 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2021, worth a combined $3.8B — up 1.6% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of APPN and 36 opened new positions — a net loss of 38 holders — while 77 trimmed existing stakes and 105 added.

The largest buyer was First Trust Advisors, adding an estimated $46.3M. The largest seller was Fred Alger Management, exiting entirely with an estimated $87.4M sold.

  • 283 institutional investors held Appian (APPN) as of Q2 2021, down from 322 in Q1 2021.
  • Funds reported $3.8B of Appian stock for Q2 2021, up 1.6% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q2 2021 and 74 closed out, a net change of -38 holders.
  • The largest Appian buyer in Q2 2021 was First Trust Advisors, an estimated $46.3M added.
  • The largest Appian seller in Q2 2021 was Fred Alger Management, an estimated $87.4M sold.

Based on aggregated 13F filings for Q2 2021.