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142 hedge funds and large institutions have $843M invested in Appian in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

32% more capital invested

Capital invested by funds: $640M → $843M (+$203M)

30% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 33

13.36% more ownership

Funds ownership: 61.18%74.54% (+13%)

7% more funds holding

Funds holding: 133142 (+9)

3% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $14.7M

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
3.08%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
43
Increased
39
Reduced
29
Closed
33
Calls
$14.3M
Puts
$14.7M
Net Calls
-$447K
Net Calls Change
+$6.54M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$296K +$32.5K +950 +13%
MIFH
77
Migdal Insurance & Financial Holdings
Israel
$290K -$3.7K -108 -1%
AAP
78
Ardsley Advisory Partners
Connecticut
$252K +$240K +7,000 New
SG Americas Securities
79
SG Americas Securities
New York
$245K +$233K +6,800 New
Ameriprise
80
Ameriprise
Minnesota
$240K +$228K +6,653 New
SB
81
Suntrust Banks
Georgia
$226K +$215K +6,288 New
QT
82
Quantbot Technologies
New York
$216K -$65.5K -1,915 -24%
Legal & General Group
83
Legal & General Group
United Kingdom
$216K +$204K +5,967 New
ECM
84
ExodusPoint Capital Management
New York
$213K -$321K -9,388 -61%
MML Investors Services
85
MML Investors Services
Massachusetts
$205K -$56.7K -1,657 -23%
AB
86
Amalgamated Bank
New York
$201K +$191K +5,576 New
PI
87
PEAK6 Investments
Illinois
$172K -$675K -19,720 -81%
NIT
88
NumerixS Investment Technologies
British Columbia, Canada
$162K +$154K +4,500 New
AG
89
Advisor Group
Arizona
$158K -$6.64K -194 -4%
Citigroup
90
Citigroup
New York
$152K -$1.41M -41,240 -91%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$133K +$89.1K +2,603 +242%
AIP
92
Ameritas Investment Partners
Nebraska
$99K +$94.1K +2,751 New
FHA
93
Flagship Harbor Advisors
Massachusetts
$95K +$5.13K +150 +6%
SSB
94
Sandy Spring Bank
Maryland
$94K -$48.9K -1,430 -36%
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$87.2K +$82.7K +2,417 New
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$83K -$10.7K -313 -12%
APA
97
American Portfolios Advisors
New York
$78.3K -$1.37K -40 -2%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$78K
BWP
99
Baldwin Wealth Partners
Massachusetts
$72K +$68.4K +2,000 New
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$71K +$67K +1,958 New

APPN Hedge Fund Activity: Q2 2019 in Review

142 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2019, worth a combined $843M — up 32% from $640M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new APPN positions and 33 closed out — a net gain of 10 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $51.4M. The largest seller was Ruane, Cunniff & Goldfarb, exiting entirely with an estimated $12.2M sold.

  • 142 institutional investors held Appian (APPN) as of Q2 2019, up from 133 in Q1 2019.
  • Funds reported $843M of Appian stock for Q2 2019, up 32% quarter-over-quarter.
  • 43 funds opened new Appian positions in Q2 2019 and 33 closed out, a net change of +10 holders.
  • The largest Appian buyer in Q2 2019 was BlackRock, an estimated $51.4M added.
  • The largest Appian seller in Q2 2019 was Ruane, Cunniff & Goldfarb, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2019.