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211 hedge funds and large institutions have $1.44B invested in Appian in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $9.77M

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $1.28B → $1.44B (+$155M)

2.5% more ownership

Funds ownership: 69.97%72.47% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

1% more funds holding

Funds holding: 209211 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
65
Reduced
60
Closed
25
Calls
$21.5M
Puts
$9.77M
Net Calls
+$11.7M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$1.27M -$128K -3,036 -10%
Squarepoint
52
Squarepoint
New York
$1.27M +$1.12M +26,617 New
MA
53
Mezzasalma Advisors
New Jersey
$1.24M -$843 -20 -0.1%
OQS
54
Occudo Quantitative Strategies
Florida
$1.12M +$541K +12,833 +121%
UBS Group
55
UBS Group
Switzerland
$1.12M +$531K +12,604 +116%
MIM
56
MetLife Investment Management
New Jersey
$1.03M
Invesco
57
Invesco
Georgia
$1.03M +$7.12K +169 +0.8%
State of Wisconsin Investment Board
58
State of Wisconsin Investment Board
Wisconsin
$1.01M +$61.4K +1,456 +7%
VRS
59
Virginia Retirement Systems
Virginia
$976K +$71.6K +1,700 +9%
Citadel Advisors
60
Citadel Advisors
Florida
$964K +$621K +14,733 +267%
WP
61
Woodline Partners
California
$944K -$18.4K -437 -2%
AIG
62
American International Group
New York
$941K +$18.4K +436 +2%
Los Angeles Capital Management
63
Los Angeles Capital Management
California
$897K +$794K +18,842 New
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$894K -$277K -6,566 -26%
Deutsche Bank
65
Deutsche Bank
Germany
$888K -$391K -9,283 -33%
Citigroup
66
Citigroup
New York
$886K -$154K -3,648 -16%
Bank of America
67
Bank of America
North Carolina
$861K -$1.62M -38,360 -68%
Ameriprise
68
Ameriprise
Minnesota
$844K -$27.6K -656 -4%
William Blair & Company
69
William Blair & Company
Illinois
$797K -$5.06K -120 -0.7%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$797K +$19.9K +473 +3%
Jane Street
71
Jane Street
New York
$796K +$122K +2,905 +21%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$770K +$33.2K +787 +5%
CIA
73
Capital Impact Advisors
Massachusetts
$769K +$23.6K +560 +4%
Janus Henderson Group
74
Janus Henderson Group
United Kingdom
$733K -$801 -19 -0.1%
DFCM
75
Dark Forest Capital Management
Puerto Rico
$730K +$500K +11,874 +343%

APPN Hedge Fund Activity: Q2 2023 in Review

211 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2023, worth a combined $1.44B — up 12% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new APPN positions and 25 closed out — a net gain of 4 holders — while 65 added to existing stakes and 60 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $16M. The largest seller was Hawk Ridge Capital Management, cutting an estimated $16.6M.

  • 211 institutional investors held Appian (APPN) as of Q2 2023, up from 209 in Q1 2023.
  • Funds reported $1.44B of Appian stock for Q2 2023, up 12% quarter-over-quarter.
  • 29 funds opened new Appian positions in Q2 2023 and 25 closed out, a net change of +4 holders.
  • The largest Appian buyer in Q2 2023 was Baillie Gifford & Co, an estimated $16M added.
  • The largest Appian seller in Q2 2023 was Hawk Ridge Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.