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267 hedge funds and large institutions have $1.82B invested in Appian in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $66M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.4% less ownership

Funds ownership: 71.69%70.29% (-1.4%)

6% less funds holding

Funds holding: 284267 (-17)

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

31% less capital invested

Capital invested by funds: $2.63B → $1.82B (-$809M)

Holders
267
Holders Change
-17
Holders Change %
-5.99%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
71
Reduced
89
Closed
63
Calls
$66.6M
Puts
$66M
Net Calls
+$634K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Mezzasalma Advisors
New Jersey
$1.99M -$426K -5,130 -14%
PP
52
PDT Partners
New York
$1.98M -$1.35M -16,220 -35%
AFAS
53
Acorn Financial Advisory Services
Virginia
$1.93M +$33.2K +400 +1%
CSS
54
Cubist Systematic Strategies
Connecticut
$1.9M +$661K +7,949 +38%
LPL Financial
55
LPL Financial
California
$1.89M -$180K -2,161 -7%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$1.85M -$582 -7 -0%
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
$1.85M +$1.9M +22,819 +414%
SFI
58
Susquehanna Fundamental Investments
Pennsylvania
$1.82M -$1.73M -20,870 -43%
ASN
59
Advisory Services Network
Georgia
$1.8M +$51.2K +616 +2%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$1.64M -$233K -2,800 -10%
William Blair & Company
61
William Blair & Company
Illinois
$1.63M -$65.8K -792 -3%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$1.61M -$510K -6,139 -20%
SG Americas Securities
63
SG Americas Securities
New York
$1.61M -$1.82M -21,881 -47%
QC
64
Quadrature Capital
United Kingdom
$1.58M +$1.01M +12,164 +101%
EGM
65
Engineers Gate Manager
New York
$1.56M +$1.03M +12,412 +108%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$1.5M -$138K -1,665 -7%
Osaic Holdings
67
Osaic Holdings
Arizona
$1.39M +$168K +2,023 +10%
AIG
68
American International Group
New York
$1.36M -$51.9K -625 -3%
PI
69
PineBridge Investments
New York
$1.31M +$188K +2,267 +13%
CPIG
70
Chicago Partners Investment Group
Illinois
$1.24M -$368K -4,432 -16%
UBS Group
71
UBS Group
Switzerland
$1.22M -$1.72M -20,753 -53%
Dimensional Fund Advisors
72
Dimensional Fund Advisors
Texas
$1.21M -$686K -8,254 -31%
CCA
73
Cobblestone Capital Advisors
New York
$1.17M -$3.52M -42,386 -70%
PL
74
Parkwood LLC
Ohio
$1.17M -$1.01M -12,102 -40%
Allspring Global Investments
75
Allspring Global Investments
North Carolina
$1.12M +$1.43M +17,159 New

APPN Hedge Fund Activity: Q4 2021 in Review

267 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2021, worth a combined $1.82B — down 31% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of APPN and 49 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 71 added.

The largest buyer was First Trust Advisors, adding an estimated $25.6M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 267 institutional investors held Appian (APPN) as of Q4 2021, down from 284 in Q3 2021.
  • Funds reported $1.82B of Appian stock for Q4 2021, down 31% quarter-over-quarter.
  • 49 funds opened new Appian positions in Q4 2021 and 63 closed out, a net change of -14 holders.
  • The largest Appian buyer in Q4 2021 was First Trust Advisors, an estimated $25.6M added.
  • The largest Appian seller in Q4 2021 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.