We are live on ! Find out more
APPN icon

Appian
APPN

211 hedge funds and large institutions have $1.44B invested in Appian in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $9.77M

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $1.28B → $1.44B (+$155M)

2.5% more ownership

Funds ownership: 69.97% → 72.47% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

1% more funds holding

Funds holding: 209 → 211 (+2)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
65
Reduced
60
Closed
25
Calls
$21.5M
Puts
$9.77M
Net Calls
+$11.7M
Net Calls Change
+$2.48M

Top Buyers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$16M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$12.7M
3
Millennium Management
Millennium Management
New York
+$11.7M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
BlackRock
BlackRock
New York
+$8.8M

Top Sellers

Rank Fund Capital Flow
1
HRCM
Hawk Ridge Capital Management
California
-$16.6M
2
Norges Bank
Norges Bank
Norway
-$9.66M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.25M
4
AACP
Advantage Alpha Capital Partners
California
-$1.9M
5
Goldman Sachs
Goldman Sachs
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
26
Cubist Systematic Strategies
Connecticut
$3.54M -$874K -20,742 -22%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$3.24M – – –
CS
28
Credit Suisse
Switzerland
$3.23M +$290K +6,893 +11%
Swiss National Bank
29
Swiss National Bank
Switzerland
$3.21M -$329K -7,800 -10%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$2.83M +$119K +2,812 +5%
JP Morgan Chase
31
JP Morgan Chase
New York
$2.82M +$150K +3,571 +6%
AllianceBernstein
32
AllianceBernstein
Tennessee
$2.49M +$17.3K +411 +0.8%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$2.43M -$1.58M -37,523 -42%
Norges Bank
34
Norges Bank
Norway
$2.41M -$9.66M -229,138 -82%
JF
35
Jump Financial
Illinois
$2.27M +$1.13M +26,896 +129%
PL
36
Parkwood LLC
Ohio
$2.26M -$11.3K -267 -0.6%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.22M -$661K -15,693 -25%
RA
38
Rockingstone Advisors
Massachusetts
$2.16M +$62.2K +1,475 +3%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$1.95M -$194K -4,612 -10%
UBS AM
40
UBS AM
Illinois
$1.93M – – –
TI
41
Trexquant Investment
Connecticut
$1.85M +$737K +17,498 +82%
CPIG
42
Chicago Partners Investment Group
Illinois
$1.72M +$86.1K +2,042 +6%
Legal & General Group
43
Legal & General Group
United Kingdom
$1.57M -$183K -4,345 -12%
CA
44
Cornerstone Advisory
Maryland
$1.51M -$843 -20 -0.1%
EAM
45
Evanson Asset Management
California
$1.41M +$169K +4,010 +16%
AFAS
46
Acorn Financial Advisory Services
Virginia
$1.38M +$456K +10,827 +60%
Wells Fargo
47
Wells Fargo
California
$1.35M +$431K +10,216 +56%
AG
48
Algert Global
California
$1.34M – – –
ECM
49
ExodusPoint Capital Management
New York
$1.34M +$498K +11,807 +72%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$1.27M -$3.54K -84 -0.3%
1
2
3 4 5

APPN Hedge Fund Activity: Q2 2023 in Review

211 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2023, worth a combined $1.44B — up 12% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new APPN positions and 25 closed out — a net gain of 4 holders — while 65 added to existing stakes and 60 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $16M. The largest seller was Hawk Ridge Capital Management, cutting an estimated $16.6M.

  • 211 institutional investors held Appian (APPN) as of Q2 2023, up from 209 in Q1 2023.
  • Funds reported $1.44B of Appian stock for Q2 2023, up 12% quarter-over-quarter.
  • 29 funds opened new Appian positions in Q2 2023 and 25 closed out, a net change of +4 holders.
  • The largest Appian buyer in Q2 2023 was Baillie Gifford & Co, an estimated $16M added.
  • The largest Appian seller in Q2 2023 was Hawk Ridge Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.