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284 hedge funds and large institutions have $2.63B invested in Appian in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

1.53% more ownership

Funds ownership: 70.17%71.69% (+1.5%)

6% more call options, than puts

Call options by funds: $102M | Put options by funds: $96.3M

0% more funds holding

Funds holding: 283284 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less capital invested

Capital invested by funds: $3.8B → $2.63B (-$1.18B)

Holders
284
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
87
Reduced
72
Closed
47
Calls
$102M
Puts
$96.3M
Net Calls
+$5.37M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$3.06M +$763K +6,883 +26%
LPL Financial
52
LPL Financial
California
$2.88M -$639K -5,770 -16%
Ameriprise
53
Ameriprise
Minnesota
$2.87M -$107K -970 -3%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$2.85M -$223K -2,013 -6%
PL
55
Parkwood LLC
Ohio
$2.78M +$838K +7,562 +34%
AFAS
56
Acorn Financial Advisory Services
Virginia
$2.7M
Deutsche Bank
57
Deutsche Bank
Germany
$2.65M +$247K +2,226 +8%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$2.63M -$1.65M -14,934 -34%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$2.59M
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$2.59M +$1.16M +10,444 +60%
JF
61
Jump Financial
Illinois
$2.56M +$3.06M +27,640 New
ASN
62
Advisory Services Network
Georgia
$2.49M +$22.2K +200 +0.7%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$2.48M +$284K +2,566 +11%
CPIG
64
Chicago Partners Investment Group
Illinois
$2.43M -$733K -6,616 -20%
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$2.4M -$429K -3,871 -13%
William Blair & Company
66
William Blair & Company
Illinois
$2.39M +$52.2K +471 +2%
PCM
67
Prelude Capital Management
New York
$2.38M +$2.85M +25,704 New
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$2.28M +$122K +1,099 +5%
AIG
69
American International Group
New York
$1.99M -$56.7K -512 -2%
CSS
70
Cubist Systematic Strategies
Connecticut
$1.96M +$1.51M +13,651 +182%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.92M -$212K -1,913 -8%
WP
72
Woodline Partners
California
$1.84M +$2.2M +19,867 New
Osaic Holdings
73
Osaic Holdings
Arizona
$1.8M -$842K -7,600 -28%
Man Group
74
Man Group
United Kingdom
$1.73M +$2.07M +18,687 New
IAA
75
Independent Advisor Alliance
North Carolina
$1.73M -$7.2K -65 -0.3%

APPN Hedge Fund Activity: Q3 2021 in Review

284 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2021, worth a combined $2.63B — down 31% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 47 closed out — a net gain of 5 holders — while 87 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.5M.

  • 284 institutional investors held Appian (APPN) as of Q3 2021, up from 283 in Q2 2021.
  • Funds reported $2.63B of Appian stock for Q3 2021, down 31% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2021 and 47 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q3 2021 was Morgan Stanley, an estimated $83.1M added.
  • The largest Appian seller in Q3 2021 was Lord, Abbett & Co, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2021.