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194 hedge funds and large institutions have $1.02B invested in Appian in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

10.59% more ownership

Funds ownership: 69.74%80.33% (+11%)

6% less funds holding

Funds holding: 207194 (-13)

13% less capital invested

Capital invested by funds: $1.18B → $1.02B (-$158M)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

51% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $25.4M

Holders
194
Holders Change
-13
Holders Change %
-6.28%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
58
Reduced
47
Closed
50
Calls
$12.4M
Puts
$25.4M
Net Calls
-$13M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$4.21M -$1.57M -47,872 -26%
N
27
Nuveen
North Carolina
$3.34M
SGM
28
Scalar Gauge Management
Texas
$3.18M
Luther King Capital Management (LKCM)
29
Luther King Capital Management (LKCM)
Texas
$3.12M +$666K +20,298 +25%
Bank of America
30
Bank of America
North Carolina
$3.08M +$639K +19,470 +24%
Jane Street
31
Jane Street
New York
$2.97M +$1.94M +59,183 +159%
UBS AM
32
UBS AM
Illinois
$2.46M +$1.12M +34,047 +74%
AQR Capital Management
33
AQR Capital Management
Connecticut
$2.41M +$526K +16,031 +26%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.22M +$973K +29,665 +70%
2C
35
272 Capital
Texas
$2.18M +$2.32M +70,621 New
Swiss National Bank
36
Swiss National Bank
Switzerland
$2.18M +$19.7K +600 +0.9%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$1.84M +$45.5K +1,386 +2%
Holocene Advisors
38
Holocene Advisors
New York
$1.74M +$139K +4,242 +8%
PI
39
PEAK6 Investments
Illinois
$1.61M +$1.48M +45,125 +641%
AG
40
Algert Global
California
$1.55M +$119K +3,614 +8%
AllianceBernstein
41
AllianceBernstein
Tennessee
$1.53M +$1.94K +59 +0.1%
AI
42
Atom Investors
Texas
$1.48M +$592K +18,055 +61%
Legal & General Group
43
Legal & General Group
United Kingdom
$1.28M +$94.5K +2,881 +7%
Norges Bank
44
Norges Bank
Norway
$1.24M -$1.58M -48,280 -55%
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.15M +$624K +19,011 +103%
TC
46
TwinBeech Capital
New York
$1.14M +$1.21M +36,791 New
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.09M -$23.4K -714 -2%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$1.08M -$793K -24,169 -41%
BFM
49
Boothbay Fund Management
New York
$1.06M +$1.13M +34,320 New
AFAS
50
Acorn Financial Advisory Services
Virginia
$977K -$35.5K -1,082 -3%

APPN Hedge Fund Activity: Q2 2024 in Review

194 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2024, worth a combined $1.02B — down 13% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of APPN and 38 opened new positions — a net loss of 12 holders — while 47 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $87.3M. The largest seller was Mirae Asset Global Investments, cutting an estimated $11.8M.

  • 194 institutional investors held Appian (APPN) as of Q2 2024, down from 207 in Q1 2024.
  • Funds reported $1.02B of Appian stock for Q2 2024, down 13% quarter-over-quarter.
  • 38 funds opened new Appian positions in Q2 2024 and 50 closed out, a net change of -12 holders.
  • The largest Appian buyer in Q2 2024 was Morgan Stanley, an estimated $87.3M added.
  • The largest Appian seller in Q2 2024 was Mirae Asset Global Investments, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2024.