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283 hedge funds and large institutions have $3.8B invested in Appian in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 77 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 77

22% more call options, than puts

Call options by funds: $183M | Put options by funds: $151M

2% more capital invested

Capital invested by funds: $3.74B → $3.8B (+$61M)

2.03% less ownership

Funds ownership: 72.2%70.17% (-2%)

12% less funds holding

Funds holding: 322283 (-39)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
283
Holders Change
-39
Holders Change %
-12.11%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
105
Reduced
77
Closed
74
Calls
$183M
Puts
$151M
Net Calls
+$32.8M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
51
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.37M +$3.6M +31,718 New
CPIG
52
Chicago Partners Investment Group
Illinois
$4.23M +$1.65M +14,529 +75%
Wells Fargo
53
Wells Fargo
California
$4.15M -$1.08M -9,551 -24%
State of New Jersey Common Pension Fund D
54
State of New Jersey Common Pension Fund D
New Jersey
$4.11M +$1.17M +10,290 +53%
Citigroup
55
Citigroup
New York
$4.09M +$1.58M +13,890 +88%
AFAS
56
Acorn Financial Advisory Services
Virginia
$4.02M +$1.78M +15,700 +116%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$3.86M +$56.8K +500 +2%
Osaic Holdings
58
Osaic Holdings
Arizona
$3.7M +$673K +5,927 +28%
ASN
59
Advisory Services Network
Georgia
$3.68M -$35.7K -314 -1%
Deutsche Bank
60
Deutsche Bank
Germany
$3.64M +$98.7K +869 +3%
Legal & General Group
61
Legal & General Group
United Kingdom
$3.61M +$248K +2,179 +9%
William Blair & Company
62
William Blair & Company
Illinois
$3.49M -$54K -475 -2%
SFI
63
Susquehanna Fundamental Investments
Pennsylvania
$3.44M +$2.83M +24,950 New
Dimensional Fund Advisors
64
Dimensional Fund Advisors
Texas
$3.33M -$113K -997 -4%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$3.24M +$342K +3,009 +15%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.13M +$237K +2,089 +10%
PL
67
Parkwood LLC
Ohio
$3.09M +$1.7M +14,958 +200%
Group One Trading
68
Group One Trading
Illinois
$2.81M +$1.45M +12,723 +166%
WMSA
69
Weiss Multi-Strategy Advisers
New York
$2.75M +$2.27M +20,000 New
Two Sigma Investments
70
Two Sigma Investments
New York
$2.73M -$40.9M -359,752 -95%
PI
71
PineBridge Investments
New York
$2.66M +$2.19M +19,285 New
IAA
72
Independent Advisor Alliance
North Carolina
$2.58M -$44.3K -390 -2%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$2.43M +$716K +6,299 +56%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$2.42M +$929K +8,181 +87%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$2.21M +$310K +2,732 +21%

APPN Hedge Fund Activity: Q2 2021 in Review

283 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2021, worth a combined $3.8B — up 1.6% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of APPN and 36 opened new positions — a net loss of 38 holders — while 77 trimmed existing stakes and 105 added.

The largest buyer was First Trust Advisors, adding an estimated $46.3M. The largest seller was Fred Alger Management, exiting entirely with an estimated $87.4M sold.

  • 283 institutional investors held Appian (APPN) as of Q2 2021, down from 322 in Q1 2021.
  • Funds reported $3.8B of Appian stock for Q2 2021, up 1.6% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q2 2021 and 74 closed out, a net change of -38 holders.
  • The largest Appian buyer in Q2 2021 was First Trust Advisors, an estimated $46.3M added.
  • The largest Appian seller in Q2 2021 was Fred Alger Management, an estimated $87.4M sold.

Based on aggregated 13F filings for Q2 2021.