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322 hedge funds and large institutions have $3.74B invested in Appian in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 301322 (+21)

3% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 104

0% less call options, than puts

Call options by funds: $115M | Put options by funds: $115M

6.75% less ownership

Funds ownership: 78.95%72.2% (-6.7%)

23% less capital invested

Capital invested by funds: $4.84B → $3.74B (-$1.1B)

Holders
322
Holders Change
+21
Holders Change %
+6.98%
% of All Funds
5.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
63
Increased
107
Reduced
104
Closed
38
Calls
$115M
Puts
$115M
Net Calls
-$362K
Net Calls Change
+$86.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
51
Duality Advisers
Florida
$4.43M +$5.89M +33,303 New
Jane Street
52
Jane Street
New York
$4.42M -$416K -2,354 -7%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$4.36M -$1.23M -6,965 -18%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$4.2M -$159K -900 -3%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$4.17M +$5.59M +31,579 New
QC
56
Quadrature Capital
United Kingdom
$3.69M +$3.91M +22,105 +390%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$3.66M +$70.8K +400 +1%
ASN
58
Advisory Services Network
Georgia
$3.59M +$1.09M +6,184 +30%
William Blair & Company
59
William Blair & Company
Illinois
$3.43M +$20.7K +117 +0.5%
Deutsche Bank
60
Deutsche Bank
Germany
$3.4M -$5.78M -32,698 -56%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$3.35M -$1.69M -9,526 -27%
Legal & General Group
62
Legal & General Group
United Kingdom
$3.2M +$2.63M +14,862 +162%
BCP
63
Berylson Capital Partners
Massachusetts
$3.19M -$4.12M -23,300 -49%
Osaic Holdings
64
Osaic Holdings
Arizona
$2.81M -$849K -4,796 -19%
PP
65
PDT Partners
New York
$2.78M +$3.7M +20,918 New
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.74M -$226K -1,280 -6%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$2.73M +$499K +2,818 +16%
CPIG
68
Chicago Partners Investment Group
Illinois
$2.64M +$511K +2,891 +18%
State of New Jersey Common Pension Fund D
69
State of New Jersey Common Pension Fund D
New Jersey
$2.6M -$1.15M -6,483 -25%
IAA
70
Independent Advisor Alliance
North Carolina
$2.54M +$1.42M +8,036 +72%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$2.28M -$636K -3,593 -17%
JF
72
Jump Financial
Illinois
$2.21M +$2.95M +16,659 New
RJFSA
73
Raymond James Financial Services Advisors
Florida
$2.19M +$15.9K +90 +0.6%
Citigroup
74
Citigroup
New York
$2.11M +$92.9K +525 +3%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$2.07M +$35.4K +200 +1%

APPN Hedge Fund Activity: Q1 2021 in Review

322 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2021, worth a combined $3.74B — down 23% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new APPN positions and 38 closed out — a net gain of 25 holders — while 107 added to existing stakes and 104 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $67.2M. The largest seller was Morgan Stanley, cutting an estimated $292M.

  • 322 institutional investors held Appian (APPN) as of Q1 2021, up from 301 in Q4 2020.
  • Funds reported $3.74B of Appian stock for Q1 2021, down 23% quarter-over-quarter.
  • 63 funds opened new Appian positions in Q1 2021 and 38 closed out, a net change of +25 holders.
  • The largest Appian buyer in Q1 2021 was Two Sigma Investments, an estimated $67.2M added.
  • The largest Appian seller in Q1 2021 was Morgan Stanley, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2021.