Appian
APPN
215 hedge funds and large institutions have $1.15B invested in Appian in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 41 closing their positions.
326% more call options, than puts
Call options by funds: $24.7M | Put options by funds: $5.8M
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
37% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 41
6% more funds holding
Funds holding: 202 → 215 (+13)
0.2% less ownership
Funds ownership: 73.28% → 73.09% (-0.2%)
7% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 58
17% less capital invested
Capital invested by funds: $1.39B → $1.15B (-$242M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$42.7M |
| 2 |
Morgan Stanley
New York
|
+$17.3M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$12.4M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$10.7M |
| 5 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$9.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Abdiel Capital Advisors
New York
|
-$137M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$14.9M |
| 3 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$9.1M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$8.27M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$3.54M |
APPN Hedge Fund Activity: Q4 2023 in Review
215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2023, worth a combined $1.15B — down 17% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new APPN positions and 41 closed out — a net gain of 15 holders — while 54 added to existing stakes and 58 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $42.7M. The largest seller was Abdiel Capital Advisors, cutting an estimated $137M.
- 215 institutional investors held Appian (APPN) as of Q4 2023, up from 202 in Q3 2023.
- Funds reported $1.15B of Appian stock for Q4 2023, down 17% quarter-over-quarter.
- 56 funds opened new Appian positions in Q4 2023 and 41 closed out, a net change of +15 holders.
- The largest Appian buyer in Q4 2023 was Citadel Advisors, an estimated $42.7M added.
- The largest Appian seller in Q4 2023 was Abdiel Capital Advisors, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2023.