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96 hedge funds and large institutions have $455M invested in Appian in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

157% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more funds holding

Funds holding: 7496 (+22)

19% more capital invested

Capital invested by funds: $384M → $455M (+$71.8M)

0.97% more ownership

Funds ownership: 56.12%57.09% (+0.97%)

59% less call options, than puts

Call options by funds: $5.35M | Put options by funds: $13.1M

Holders
96
Holders Change
+22
Holders Change %
+29.73%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
32
Increased
36
Reduced
14
Closed
10
Calls
$5.35M
Puts
$13.1M
Net Calls
-$7.76M
Net Calls Change
-$7.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$230K +$237K +6,947 New
HI
52
HBK Investments
Texas
$215K +$222K +6,499 New
Walleye Trading
53
Walleye Trading
New York
$203K +$210K +6,146 New
Simplex Trading
54
Simplex Trading
Illinois
$169K +$140K +4,105 +400%
SPIA
55
Steward Partners Investment Advisory
New York
$166K +$171K +5,000 New
SSB
56
Sandy Spring Bank
Maryland
$133K
Citigroup
57
Citigroup
New York
$118K +$34.7K +1,017 +40%
BRC
58
Bell Rock Capital
Delaware
$90K
APA
59
American Portfolios Advisors
New York
$86.4K +$49.5K +1,450 +125%
AG
60
Advisor Group
Arizona
$81K +$74K +2,168 +745%
QT
61
Quantbot Technologies
New York
$76K -$381K -11,168 -83%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$72K -$13.7K -400 -16%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$62K +$11.5K +337 +22%
CG
64
Cutler Group
California
$59K -$6.96K -204 -10%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$45K -$216K -6,335 -82%
Group One Trading
66
Group One Trading
Illinois
$41K +$42.5K +1,246 New
IA
67
IFP Advisors
Florida
$37K +$33.3K +975 +672%
PA
68
Parallel Advisors
California
$33K +$34.4K +1,008 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$31K +$14.3K +420 +83%
JA
70
JOYN Advisors
Georgia
$30K +$23.9K +700 +350%
TRCT
71
Tower Research Capital (TRC)
New York
$29K +$26.2K +768 +674%
Bank of America
72
Bank of America
North Carolina
$27K -$17.7K -518 -39%
RFC
73
Regions Financial Corp
Alabama
$24K +$25.1K +735 New
GEA
74
Glen Eagle Advisors
New Jersey
$21.5K +$8.53K +250 +63%
KTC
75
Kistler-Tiffany Companies
Pennsylvania
$20K +$2.22K +65 +12%

APPN Hedge Fund Activity: Q3 2018 in Review

96 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2018, worth a combined $455M — up 19% from $384M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new APPN positions and 10 closed out — a net gain of 22 holders — while 36 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.9M. The largest seller was Telemark Asset Management, cutting an estimated $3.41M.

  • 96 institutional investors held Appian (APPN) as of Q3 2018, up from 74 in Q2 2018.
  • Funds reported $455M of Appian stock for Q3 2018, up 19% quarter-over-quarter.
  • 32 funds opened new Appian positions in Q3 2018 and 10 closed out, a net change of +22 holders.
  • The largest Appian buyer in Q3 2018 was Vanguard Group, an estimated $28.9M added.
  • The largest Appian seller in Q3 2018 was Telemark Asset Management, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2018.