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237 hedge funds and large institutions have $1.23B invested in Appian in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $30M | Put options by funds: $17.1M

1.22% more ownership

Funds ownership: 72.15%73.37% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 243237 (-6)

12% less capital invested

Capital invested by funds: $1.4B → $1.23B (-$169M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

29% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 79

Holders
237
Holders Change
-6
Holders Change %
-2.47%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
56
Reduced
79
Closed
31
Calls
$30M
Puts
$17.1M
Net Calls
+$12.9M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$1.18M -$812K -16,733 -37%
CPIG
52
Chicago Partners Investment Group
Illinois
$1.16M -$445K -9,170 -22%
Citigroup
53
Citigroup
New York
$1.12M -$502K -10,348 -27%
MA
54
Mezzasalma Advisors
New Jersey
$1.11M -$1.94K -40 -0.1%
SFI
55
Susquehanna Fundamental Investments
Pennsylvania
$1.07M +$1.27M +26,245 New
Balyasny Asset Management
56
Balyasny Asset Management
Illinois
$1.07M +$596K +12,275 +88%
EAM
57
Evanson Asset Management
California
$1.05M +$1.24M +25,610 New
Simplex Trading
58
Simplex Trading
Illinois
$1.01M +$104K +2,146 +9%
Bessemer Group
59
Bessemer Group
New Jersey
$1.01M +$1.2M +24,749 New
Ameriprise
60
Ameriprise
Minnesota
$1M -$335K -6,901 -22%
Invesco
61
Invesco
Georgia
$964K +$89.7K +1,849 +8%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$963K -$109K -2,246 -9%
Bank of America
63
Bank of America
North Carolina
$948K -$802K -16,528 -42%
QT
64
Quantbot Technologies
New York
$935K +$897K +18,494 +419%
MIM
65
MetLife Investment Management
New Jersey
$883K
SP
66
Solel Partners
Massachusetts
$857K
ASN
67
Advisory Services Network
Georgia
$844K -$49.3K -1,017 -5%
Bank Julius Baer & Co
68
Bank Julius Baer & Co
Switzerland
$842K -$947K -19,518 -49%
CA
69
Cornerstone Advisory
Maryland
$800K
PI
70
PineBridge Investments
New York
$797K +$325K +6,704 +52%
AIG
71
American International Group
New York
$776K +$13K +268 +1%
PP
72
PDT Partners
New York
$768K -$329K -6,787 -27%
Deutsche Bank
73
Deutsche Bank
Germany
$738K -$292K -6,009 -25%
William Blair & Company
74
William Blair & Company
Illinois
$734K -$84.4K -1,740 -9%
SFG
75
Synergy Financial Group
California
$732K

APPN Hedge Fund Activity: Q3 2022 in Review

237 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2022, worth a combined $1.23B — down 12% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of APPN and 27 opened new positions — a net loss of 4 holders — while 79 trimmed existing stakes and 56 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $13.9M. The largest seller was Two Sigma Investments, cutting an estimated $6.22M.

  • 237 institutional investors held Appian (APPN) as of Q3 2022, down from 243 in Q2 2022.
  • Funds reported $1.23B of Appian stock for Q3 2022, down 12% quarter-over-quarter.
  • 27 funds opened new Appian positions in Q3 2022 and 31 closed out, a net change of -4 holders.
  • The largest Appian buyer in Q3 2022 was Mirae Asset Global Investments, an estimated $13.9M added.
  • The largest Appian seller in Q3 2022 was Two Sigma Investments, an estimated $6.22M sold.

Based on aggregated 13F filings for Q3 2022.