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159 hedge funds and large institutions have $1.07B invested in Appian in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

2.04% less ownership

Funds ownership: 84.04%82% (-2%)

5% less funds holding

Funds holding: 167159 (-8)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

19% less capital invested

Capital invested by funds: $1.33B → $1.07B (-$259M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less call options, than puts

Call options by funds: $11M | Put options by funds: $15.5M

Holders
159
Holders Change
-8
Holders Change %
-4.79%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
25
Increased
61
Reduced
44
Closed
30
Calls
$11M
Puts
$15.5M
Net Calls
-$4.49M
Net Calls Change
-$9.31M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
51
Needham Investment Management
New York
$1.43M +$1.08M +25,000 +200%
AC
52
Athanor Capital
New York
$1.3M +$923K +21,418 +169%
AIM
53
Aigen Investment Management
New York
$1.25M +$1.41M +32,637 New
Citadel Advisors
54
Citadel Advisors
Florida
$1.16M -$7.03M -162,998 -84%
Squarepoint
55
Squarepoint
New York
$1.13M -$52.1K -1,209 -4%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.13M +$31.9K +741 +3%
WAM
57
Wealthspire Advisors (Maryland)
Maryland
$1.03M +$1.16M +27,016 New
Verition Fund Management
58
Verition Fund Management
Connecticut
$979K +$1.1M +25,620 New
LPL Financial
59
LPL Financial
California
$964K +$391K +9,069 +56%
OAM
60
Oxford Asset Management
United Kingdom
$955K +$1.08M +24,983 New
CAM
61
Concorde Asset Management
Michigan
$923K +$30.1K +698 +3%
PL
62
Parkwood LLC
Ohio
$893K +$420K +9,742 +71%
CA
63
Cornerstone Advisory
Maryland
$833K +$940K +21,800 New
AIG
64
American International Group
New York
$815K +$70.5K +1,636 +8%
CS
65
Credit Suisse
Switzerland
$811K -$198K -4,591 -18%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$808K +$50.6K +1,174 +6%
Canada Life
67
Canada Life
Manitoba, Canada
$781K +$252K +5,846 +40%
UBS AM
68
UBS AM
Illinois
$752K +$3.79K +88 +0.4%
UBS Group
69
UBS Group
Switzerland
$745K -$18.6K -432 -2%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$743K -$27K -627 -3%
AQR Capital Management
71
AQR Capital Management
Connecticut
$694K +$572K +13,258 +270%
Voloridge Investment Management
72
Voloridge Investment Management
Florida
$649K -$656K -15,227 -47%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$623K +$184K +4,264 +35%
QT
74
Quantbot Technologies
New York
$613K +$430K +9,975 +164%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$605K +$77.6K +1,799 +13%

APPN Hedge Fund Activity: Q4 2019 in Review

159 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2019, worth a combined $1.07B — down 19% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of APPN and 25 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 61 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $18.6M. The largest seller was Barclays, cutting an estimated $22.4M.

  • 159 institutional investors held Appian (APPN) as of Q4 2019, down from 167 in Q3 2019.
  • Funds reported $1.07B of Appian stock for Q4 2019, down 19% quarter-over-quarter.
  • 25 funds opened new Appian positions in Q4 2019 and 30 closed out, a net change of -5 holders.
  • The largest Appian buyer in Q4 2019 was Baillie Gifford & Co, an estimated $18.6M added.
  • The largest Appian seller in Q4 2019 was Barclays, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2019.