We are live on ! Find out more

209 hedge funds and large institutions have $1.28B invested in Appian in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $10.5M

40% more capital invested

Capital invested by funds: $915M → $1.28B (+$368M)

1.52% more ownership

Funds ownership: 68.44%69.97% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

1% less funds holding

Funds holding: 212209 (-3)

Holders
209
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
61
Reduced
64
Closed
36
Calls
$19.7M
Puts
$10.5M
Net Calls
+$9.2M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$988K -$9.86K -244 -1%
MIM
52
MetLife Investment Management
New Jersey
$959K
Invesco
53
Invesco
Georgia
$952K -$21.7K -537 -2%
TI
54
Trexquant Investment
Connecticut
$949K +$410K +10,143 +90%
ILCM
55
Ivy Lane Capital Management
Florida
$941K +$857K +21,200 New
JF
56
Jump Financial
Illinois
$923K +$841K +20,800 New
Barclays
57
Barclays
United Kingdom
$907K +$265K +6,561 +47%
WP
58
Woodline Partners
California
$899K -$105K -2,604 -11%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$874K -$269K -6,644 -25%
AIG
60
American International Group
New York
$858K +$15.6K +385 +2%
VRS
61
Virginia Retirement Systems
Virginia
$834K +$48.5K +1,200 +7%
Ameriprise
62
Ameriprise
Minnesota
$816K +$88.6K +2,193 +14%
AFAS
63
Acorn Financial Advisory Services
Virginia
$805K +$16.9K +419 +2%
Wells Fargo
64
Wells Fargo
California
$804K +$344K +8,515 +89%
PP
65
PDT Partners
New York
$776K -$242K -5,984 -25%
William Blair & Company
66
William Blair & Company
Illinois
$749K +$6.47K +160 +1%
ECM
67
ExodusPoint Capital Management
New York
$723K +$659K +16,292 New
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$722K +$6.67K +165 +1%
CIA
69
Capital Impact Advisors
Massachusetts
$692K +$416K +10,291 +194%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$684K +$334K +8,266 +115%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$683K -$6.1K -151 -1%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$634K
Jane Street
73
Jane Street
New York
$613K -$751K -18,568 -57%
SFG
74
Synergy Financial Group
California
$610K -$4.08K -101 -0.7%
Osaic Holdings
75
Osaic Holdings
Arizona
$481K -$112K -2,774 -20%

APPN Hedge Fund Activity: Q1 2023 in Review

209 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2023, worth a combined $1.28B — up 40% from $915M a quarter earlier.

Fund positioning in APPN was balanced in Q1 2023: 36 funds opened new positions, 36 closed out, 61 added to existing stakes and 64 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $52.5M. The largest seller was Citadel Advisors, cutting an estimated $18.4M.

  • 209 institutional investors held Appian (APPN) as of Q1 2023, down from 212 in Q4 2022.
  • Funds reported $1.28B of Appian stock for Q1 2023, up 40% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q1 2023 and 36 closed out, a net change of 0 holders.
  • The largest Appian buyer in Q1 2023 was Abdiel Capital Advisors, an estimated $52.5M added.
  • The largest Appian seller in Q1 2023 was Citadel Advisors, an estimated $18.4M sold.

Based on aggregated 13F filings for Q1 2023.