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209 hedge funds and large institutions have $1.28B invested in Appian in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $10.5M

40% more capital invested

Capital invested by funds: $915M → $1.28B (+$368M)

1.52% more ownership

Funds ownership: 68.44%69.97% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

1% less funds holding

Funds holding: 212209 (-3)

Holders
209
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
61
Reduced
64
Closed
36
Calls
$19.7M
Puts
$10.5M
Net Calls
+$9.2M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$3.34M -$352K -8,700 -10%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$3.02M -$375K -9,280 -12%
Tudor Investment Corp
28
Tudor Investment Corp
Connecticut
$2.97M +$1.37M +33,980 +103%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.76M +$1.86M +46,036 +284%
CS
30
Credit Suisse
Switzerland
$2.71M +$11.7K +289 +0.5%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$2.51M +$75.4K +1,865 +3%
Bank of America
32
Bank of America
North Carolina
$2.51M +$1.66M +41,070 +267%
JP Morgan Chase
33
JP Morgan Chase
New York
$2.47M +$548K +13,549 +32%
AllianceBernstein
34
AllianceBernstein
Tennessee
$2.3M -$32.2K -796 -2%
Renaissance Technologies
35
Renaissance Technologies
New York
$2.25M -$477K -11,800 -19%
PL
36
Parkwood LLC
Ohio
$2.12M -$8.13K -201 -0.4%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$2.02M -$29.3K -724 -2%
RA
38
Rockingstone Advisors
Massachusetts
$1.95M +$431K +10,651 +32%
UBS AM
39
UBS AM
Illinois
$1.93M +$101K +2,502 +6%
Legal & General Group
40
Legal & General Group
United Kingdom
$1.65M +$39.6K +980 +3%
CA
41
Cornerstone Advisory
Maryland
$1.41M -$364 -9 -0%
Holocene Advisors
42
Holocene Advisors
New York
$1.33M +$1.21M +29,928 New
LPL Financial
43
LPL Financial
California
$1.32M +$9.34K +231 +0.8%
CPIG
44
Chicago Partners Investment Group
Illinois
$1.28M +$53.4K +1,320 +4%
AG
45
Algert Global
California
$1.25M +$1.14M +28,211 New
Deutsche Bank
46
Deutsche Bank
Germany
$1.24M +$326K +8,063 +41%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$1.19M -$32.6K -806 -3%
MA
48
Mezzasalma Advisors
New Jersey
$1.16M -$16.6K -410 -2%
EAM
49
Evanson Asset Management
California
$1.14M
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.13M -$204K -5,056 -17%

APPN Hedge Fund Activity: Q1 2023 in Review

209 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2023, worth a combined $1.28B — up 40% from $915M a quarter earlier.

Fund positioning in APPN was balanced in Q1 2023: 36 funds opened new positions, 36 closed out, 61 added to existing stakes and 64 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $52.5M. The largest seller was Citadel Advisors, cutting an estimated $18.4M.

  • 209 institutional investors held Appian (APPN) as of Q1 2023, down from 212 in Q4 2022.
  • Funds reported $1.28B of Appian stock for Q1 2023, up 40% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q1 2023 and 36 closed out, a net change of 0 holders.
  • The largest Appian buyer in Q1 2023 was Abdiel Capital Advisors, an estimated $52.5M added.
  • The largest Appian seller in Q1 2023 was Citadel Advisors, an estimated $18.4M sold.

Based on aggregated 13F filings for Q1 2023.