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301 hedge funds and large institutions have $4.84B invested in Appian in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 29

141% more capital invested

Capital invested by funds: $2.01B → $4.84B (+$2.84B)

41% more funds holding

Funds holding: 214301 (+87)

28% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 67

3.36% less ownership

Funds ownership: 82.31%78.95% (-3.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less call options, than puts

Call options by funds: $157M | Put options by funds: $243M

Holders
301
Holders Change
+87
Holders Change %
+40.65%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
116
Increased
86
Reduced
67
Closed
29
Calls
$157M
Puts
$243M
Net Calls
-$86.6M
Net Calls Change
-$90.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$5.76M +$1.53M +13,677 +62%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$5.63M +$916K +8,181 +31%
Point72 Asset Management
53
Point72 Asset Management
Connecticut
$5.59M +$3.86M +34,500 New
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$5.27M +$202K +1,800 +6%
HIIFS
55
Harel Insurance Investments & Financial Services
Israel
$4.97M +$562K +5,022 +111%
Ameriprise
56
Ameriprise
Minnesota
$4.87M +$636K +5,680 +23%
TGCMU
57
Titan Global Capital Management USA
New York
$4.52M +$3.13M +27,908 New
Barclays
58
Barclays
United Kingdom
$4.42M +$321K +2,863 +12%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$4.39M +$3.03M +27,100 New
State of New Jersey Common Pension Fund D
60
State of New Jersey Common Pension Fund D
New Jersey
$4.22M +$2.91M +26,019 New
Osaic Holdings
61
Osaic Holdings
Arizona
$4.18M -$3.59M -32,039 -55%
William Blair & Company
62
William Blair & Company
Illinois
$4.16M -$830K -7,409 -22%
Luther King Capital Management (LKCM)
63
Luther King Capital Management (LKCM)
Texas
$4.12M -$6.93M -61,855 -71%
Federated Hermes
64
Federated Hermes
Pennsylvania
$3.8M +$2.63M +23,459 New
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.55M +$131K +1,167 +6%
PL
66
Parkwood LLC
Ohio
$3.44M -$2.04M -18,261 -46%
ASN
67
Advisory Services Network
Georgia
$3.38M +$2.22M +19,840 +1,964%
CPIG
68
Chicago Partners Investment Group
Illinois
$3.37M -$63.6K -568 -3%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$3.36M +$1.51M +13,522 +188%
MWNA
70
Marshall Wace North America
New York
$3.29M +$2.27M +20,289 New
AC
71
Athanor Capital
New York
$3.11M -$29.5M -263,706 -93%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$2.87M +$441K +3,938 +29%
AQR Capital Management
73
AQR Capital Management
Connecticut
$2.71M +$859K +7,674 +85%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$2.65M -$300K -2,682 -14%
SFI
75
Susquehanna Fundamental Investments
Pennsylvania
$2.5M

APPN Hedge Fund Activity: Q4 2020 in Review

301 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2020, worth a combined $4.84B — up 141% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new APPN positions and 29 closed out — a net gain of 87 holders — while 86 added to existing stakes and 67 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $125M. The largest seller was Abdiel Capital Advisors, cutting an estimated $216M.

  • 301 institutional investors held Appian (APPN) as of Q4 2020, up from 214 in Q3 2020.
  • Funds reported $4.84B of Appian stock for Q4 2020, up 141% quarter-over-quarter.
  • 116 funds opened new Appian positions in Q4 2020 and 29 closed out, a net change of +87 holders.
  • The largest Appian buyer in Q4 2020 was Fred Alger Management, an estimated $125M added.
  • The largest Appian seller in Q4 2020 was Abdiel Capital Advisors, an estimated $216M sold.

Based on aggregated 13F filings for Q4 2020.