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284 hedge funds and large institutions have $2.63B invested in Appian in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

1.53% more ownership

Funds ownership: 70.17%71.69% (+1.5%)

6% more call options, than puts

Call options by funds: $102M | Put options by funds: $96.3M

0% more funds holding

Funds holding: 283284 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less capital invested

Capital invested by funds: $3.8B → $2.63B (-$1.18B)

Holders
284
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
87
Reduced
72
Closed
47
Calls
$102M
Puts
$96.3M
Net Calls
+$5.37M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Natixis
France
$9.25M +$11.1M +100,000 New
TRSOTSOK
27
Teachers Retirement System of the State of Kentucky
Kentucky
$9.17M -$222K -2,000 -2%
Bank of America
28
Bank of America
North Carolina
$8.25M +$5.37M +48,473 +119%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$8.02M -$48.4K -437 -0.5%
Swiss National Bank
30
Swiss National Bank
Switzerland
$7.24M +$111K +1,000 +1%
CS
31
Credit Suisse
Switzerland
$6.19M -$1.49M -13,491 -17%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$5.75M +$2.58M +23,300 +60%
Barclays
33
Barclays
United Kingdom
$5.64M +$4.99M +45,085 +284%
CCA
34
Cobblestone Capital Advisors
New York
$5.58M +$99.9K +902 +2%
HF
35
HRT Financial
New York
$4.75M +$5.68M +51,299 New
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$4.65M -$433K -3,913 -7%
PPA
37
Parametric Portfolio Associates
Washington
$4.59M -$714K -6,449 -12%
Wells Fargo
38
Wells Fargo
California
$4.58M +$2.15M +19,437 +65%
SFI
39
Susquehanna Fundamental Investments
Pennsylvania
$4.52M +$2.65M +23,910 +96%
AACP
40
Advantage Alpha Capital Partners
California
$4.44M +$5.31M +47,964 New
Citigroup
41
Citigroup
New York
$4.41M +$1.99M +17,967 +60%
PP
42
PDT Partners
New York
$4.31M -$157K -1,420 -3%
SG Americas Securities
43
SG Americas Securities
New York
$4.3M +$1.3M +11,762 +34%
JP Morgan Chase
44
JP Morgan Chase
New York
$4.06M -$2.47M -22,253 -34%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$3.97M -$7.53K -68 -0.2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$3.95M +$75.7K +683 +2%
UBS AM
47
UBS AM
Illinois
$3.91M -$77.7K -701 -2%
UBS Group
48
UBS Group
Switzerland
$3.65M -$436K -3,939 -9%
Jane Street
49
Jane Street
New York
$3.55M +$579K +5,229 +16%
MA
50
Mezzasalma Advisors
New Jersey
$3.3M

APPN Hedge Fund Activity: Q3 2021 in Review

284 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2021, worth a combined $2.63B — down 31% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 47 closed out — a net gain of 5 holders — while 87 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.5M.

  • 284 institutional investors held Appian (APPN) as of Q3 2021, up from 283 in Q2 2021.
  • Funds reported $2.63B of Appian stock for Q3 2021, down 31% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2021 and 47 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q3 2021 was Morgan Stanley, an estimated $83.1M added.
  • The largest Appian seller in Q3 2021 was Lord, Abbett & Co, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2021.