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Appian
APPN

71 hedge funds and large institutions have $269M invested in Appian in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

25% more funds holding

Funds holding: 57 → 71 (+14)

10% less capital invested

Capital invested by funds: $299M → $269M (-$30.4M)

49.3% less ownership

Funds ownership: 131.74% → 82.44% (-49%)

Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
29
Increased
22
Reduced
10
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$16.9M
2
ACA
Abdiel Capital Advisors
New York
+$14.9M
3
HLA
Hamilton Lane Advisors
Pennsylvania
+$6.04M
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$5.58M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$4.24M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$15.8M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$7.69M
3
Brown Advisory
Brown Advisory
Maryland
-$6.09M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.99M
5
GGHC
Gilder Gagnon Howe & Co
New York
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$34K +$40.9K +1,350 New
Wells Fargo
52
Wells Fargo
California
$31K -$8.48K -280 -18%
SP
53
SWS Partners
Ohio
$26K – – –
CLOS
54
Compagnie Lombard Odier SCmA
Switzerland
$13K -$15.2K -500 -50%
KTC
55
Kistler-Tiffany Companies
Pennsylvania
$13K +$5.09K +168 +46%
AIM
56
Arcadia Investment Management
Michigan
$13K +$15.2K +500 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$9K – – –
GEA
58
Glen Eagle Advisors
New Jersey
$7.55K +$4.55K +150 +100%
Barclays
59
Barclays
United Kingdom
$5K -$72.7K -2,400 -92%
WAM
60
Wealthspire Advisors (Maryland)
Maryland
$5K +$2.42K +80 +80%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$5K +$5.76K +190 +1,900%
HLA
62
Hamilton Lane Advisors
Pennsylvania
$5K +$6.04M +199,187 New
AG
63
Advisor Group
Arizona
$3K – – –
IWM
64
IHT Wealth Management
Illinois
$3K – – –
ATC
65
Adirondack Trust Company
New York
$3K +$3.03K +100 New
BFC
66
Bedel Financial Consulting
Indiana
$3K +$4.12K +136 New
APA
67
American Portfolios Advisors
New York
$1.51K +$1.82K +60 New
MIM
68
Macroview Investment Management
Maryland
$1K +$1.24K +41 New
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$32 +$30 +1 New
WRCM
70
Whale Rock Capital Management
Massachusetts
– -$7.69M -244,143 Closed
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
– -$2.99M -95,000 Closed
Franklin Resources
72
Franklin Resources
California
– -$1.76M -55,800 Closed
BCM
73
BlueMar Capital Management
Florida
– -$1.35M -42,776 Closed
GIM
74
Granahan Investment Management
Massachusetts
– -$1.1M -34,875 Closed
VF
75
Virtu Financial
New York
– -$441K -14,001 Closed
1 2
3
4

APPN Hedge Fund Activity: Q1 2018 in Review

71 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2018, worth a combined $269M — down 10% from $299M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new APPN positions and 14 closed out — a net gain of 15 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $16.9M. The largest seller was JP Morgan Chase, cutting an estimated $15.8M.

  • 71 institutional investors held Appian (APPN) as of Q1 2018, up from 57 in Q4 2017.
  • Funds reported $269M of Appian stock for Q1 2018, down 10% quarter-over-quarter.
  • 29 funds opened new Appian positions in Q1 2018 and 14 closed out, a net change of +15 holders.
  • The largest Appian buyer in Q1 2018 was T. Rowe Price Associates, an estimated $16.9M added.
  • The largest Appian seller in Q1 2018 was JP Morgan Chase, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2018.