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172 hedge funds and large institutions have $1.09B invested in Appian in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

8% more funds holding

Funds holding: 159172 (+13)

1% more capital invested

Capital invested by funds: $1.07B → $1.09B (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.45% less ownership

Funds ownership: 82%78.55% (-3.5%)

34% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $20.5M

Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
44
Increased
60
Reduced
43
Closed
29
Calls
$13.6M
Puts
$20.5M
Net Calls
-$6.89M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$1.55M +$841K +18,101 +88%
LPL Financial
52
LPL Financial
California
$1.5M +$562K +12,084 +48%
William Blair & Company
53
William Blair & Company
Illinois
$1.45M -$1.1M -23,614 -40%
SG Americas Securities
54
SG Americas Securities
New York
$1.43M +$1.11M +23,916 +207%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.21M +$7.8M +167,816 New
RJA
56
Raymond James & Associates
Florida
$1.16M +$1.05M +22,651 +371%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$1.1M +$1.27M +27,293 New
ECM
58
Engle Capital Management
Connecticut
$1.01M -$9.2M -198,000 -89%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$897K +$132K +2,846 +15%
WAM
60
Wealthspire Advisors (Maryland)
Maryland
$893K -$224K -4,816 -18%
WANY
61
Wealthspire Advisors (New York)
New York
$893K +$1.03M +22,200 New
EGM
62
Engineers Gate Manager
New York
$834K +$466K +10,025 +94%
PL
63
Parkwood LLC
Ohio
$832K -$126K -2,706 -12%
UBS AM
64
UBS AM
Illinois
$829K +$42.9K +923 +5%
Calamos Advisors
65
Calamos Advisors
Illinois
$828K +$957K +20,591 New
AIG
66
American International Group
New York
$811K -$54.2K -1,166 -5%
Walleye Trading
67
Walleye Trading
New York
$780K +$901K +19,389 New
VOYA Investment Management
68
VOYA Investment Management
Georgia
$675K +$22.3K +479 +3%
AQR Capital Management
69
AQR Capital Management
Connecticut
$660K -$82K -1,764 -10%
SS
70
Sunbelt Securities
Texas
$643K +$646K +13,896 New
PPA
71
Parametric Portfolio Associates
Washington
$614K +$132K +2,850 +23%
Citigroup
72
Citigroup
New York
$598K +$229K +4,919 +49%
MIM
73
MetLife Investment Management
New Jersey
$590K
TC
74
TwinBeech Capital
New York
$583K +$674K +14,504 New
CS
75
Credit Suisse
Switzerland
$579K -$316K -6,804 -32%

APPN Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2020, worth a combined $1.09B — up 1.3% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APPN positions and 29 closed out — a net gain of 15 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $7.64M. The largest seller was D.E. Shaw & Co, cutting an estimated $17.7M.

  • 172 institutional investors held Appian (APPN) as of Q1 2020, up from 159 in Q4 2019.
  • Funds reported $1.09B of Appian stock for Q1 2020, up 1.3% quarter-over-quarter.
  • 44 funds opened new Appian positions in Q1 2020 and 29 closed out, a net change of +15 holders.
  • The largest Appian buyer in Q1 2020 was Abdiel Capital Advisors, an estimated $7.64M added.
  • The largest Appian seller in Q1 2020 was D.E. Shaw & Co, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2020.