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96 hedge funds and large institutions have $455M invested in Appian in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

157% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more funds holding

Funds holding: 7496 (+22)

19% more capital invested

Capital invested by funds: $384M → $455M (+$71.8M)

0.97% more ownership

Funds ownership: 56.12%57.09% (+0.97%)

59% less call options, than puts

Call options by funds: $5.35M | Put options by funds: $13.1M

Holders
96
Holders Change
+22
Holders Change %
+29.73%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
32
Increased
36
Reduced
14
Closed
10
Calls
$5.35M
Puts
$13.1M
Net Calls
-$7.76M
Net Calls Change
-$7.49M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
76
Arcadia Investment Management
Michigan
$17K
TC
77
Truvestments Capital
Florida
$17K +$17.1K +502 New
FANJ
78
Financial Architects (New Jersey)
New Jersey
$16K
SWP
79
Stratos Wealth Partners
Ohio
$16K +$16.7K +490 New
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$14.1K +$6.66K +195 +84%
HLA
81
Hamilton Lane Advisors
Pennsylvania
$13K +$12M +352,363 +1,235%
RCAG
82
Rehmann Capital Advisory Group
Michigan
$12.7K
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.9K +350 New
VFA
84
Valeo Financial Advisors
Indiana
$10K +$13.7K +400 New
WAM
85
Wealthspire Advisors (Maryland)
Maryland
$8K -$7.68K -225 -47%
SHJ
86
Sharkey, Howes & Javer
Colorado
$5K +$4.75K +139 New
GWM
87
Geneos Wealth Management
Colorado
$4K +$5.12K +150 New
ATC
88
Adirondack Trust Company
New York
$3K
BFC
89
Bedel Financial Consulting
Indiana
$3K
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$3K
CCA
91
Catalyst Capital Advisors
New York
$3K +$3.41K +100 New
RFM
92
Royal Fund Management
Florida
$3K +$3.41K +100 New
MIM
93
Macroview Investment Management
Maryland
$1K
MIM
94
MetLife Investment Management
New Jersey
$38 +$34 +1 New
ECM
95
Element Capital Management
New York
-$1.97M -54,545 Closed
UOC
96
UBS O'Connor
Illinois
-$595K -16,461 Closed
Point72 Asset Management
97
Point72 Asset Management
Connecticut
-$264K -7,300 Closed
California Public Employees Retirement System
98
California Public Employees Retirement System
California
-$207K -5,726 Closed
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$199K -5,500 Closed
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$66K -1,821 Closed

APPN Hedge Fund Activity: Q3 2018 in Review

96 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2018, worth a combined $455M — up 19% from $384M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new APPN positions and 10 closed out — a net gain of 22 holders — while 36 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.9M. The largest seller was Telemark Asset Management, cutting an estimated $3.41M.

  • 96 institutional investors held Appian (APPN) as of Q3 2018, up from 74 in Q2 2018.
  • Funds reported $455M of Appian stock for Q3 2018, up 19% quarter-over-quarter.
  • 32 funds opened new Appian positions in Q3 2018 and 10 closed out, a net change of +22 holders.
  • The largest Appian buyer in Q3 2018 was Vanguard Group, an estimated $28.9M added.
  • The largest Appian seller in Q3 2018 was Telemark Asset Management, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2018.