Appian
APPN
43 hedge funds and large institutions have $196M invested in Appian in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 14 closing their positions.
54% more capital invested
Capital invested by funds: $127M → $196M (+$68.9M)
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
0% more funds holding
Funds holding: 43 → 43 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
15.01% less ownership
Funds ownership: 111.88% → 96.87% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Abdiel Capital Advisors
New York
|
+$14M |
| 2 |
JP Morgan Chase
New York
|
+$2.79M |
| 3 |
SIM
Spark Investment Management
New York
|
+$1.37M |
| 4 |
RC
Roundview Capital
Princeton,
New Jersey
|
+$1.16M |
| 5 |
BlackRock
New York
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APC
Alta Park Capital
San Francisco,
California
|
-$4.54M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.59M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.59M |
| 4 |
ACM
Atika Capital Management
New York
|
-$2.18M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$1.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LP
51
LMR Partners
London,
United Kingdom
| – | -$201K | -11,060 | Closed |
|
52
Point72 Asset Management
Stamford,
Connecticut
| – | -$186K | -10,233 | Closed |
|
|
NIT
53
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$54K | -3,000 | Closed |
|
54
Creative Planning
Overland Park,
Kansas
| – | -$4K | -200 | Closed |
|
55
UBS Group
Zurich,
Switzerland
| – | +$44 | +2 | New |
|
56
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$109 | +5 | New |
|
|
VFA
57
Valeo Financial Advisors
Carmel,
Indiana
| – | +$262 | +12 | New |
|
APPN Hedge Fund Activity: Q3 2017 in Review
43 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2017, worth a combined $196M — up 54% from $127M a quarter earlier.
Fund positioning in APPN was balanced in Q3 2017: 14 funds opened new positions, 14 closed out, 13 added to existing stakes and 9 trimmed.
The largest buyer was Abdiel Capital Advisors, adding an estimated $14M. The largest seller was Alta Park Capital, exiting entirely with an estimated $4.54M sold.
- 43 institutional investors held Appian (APPN) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $196M of Appian stock for Q3 2017, up 54% quarter-over-quarter.
- 14 funds opened new Appian positions in Q3 2017 and 14 closed out, a net change of 0 holders.
- The largest Appian buyer in Q3 2017 was Abdiel Capital Advisors, an estimated $14M added.
- The largest Appian seller in Q3 2017 was Alta Park Capital, an estimated $4.54M sold.
Based on aggregated 13F filings for Q3 2017.