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159 hedge funds and large institutions have $1.07B invested in Appian in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

2.04% less ownership

Funds ownership: 84.04%82% (-2%)

5% less funds holding

Funds holding: 167159 (-8)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

19% less capital invested

Capital invested by funds: $1.33B → $1.07B (-$259M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less call options, than puts

Call options by funds: $11M | Put options by funds: $15.5M

Holders
159
Holders Change
-8
Holders Change %
-4.79%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
25
Increased
61
Reduced
44
Closed
30
Calls
$11M
Puts
$15.5M
Net Calls
-$4.49M
Net Calls Change
-$9.31M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
76
Cubist Systematic Strategies
Connecticut
$581K -$2.48M -57,472 -79%
MIM
77
MetLife Investment Management
New Jersey
$561K +$87.6K +2,032 +16%
CPIG
78
Chicago Partners Investment Group
Illinois
$554K +$441K +10,240 New
MIH
79
Meitav Investment House
Israel
$539K +$151K +3,511 +33%
Dimensional Fund Advisors
80
Dimensional Fund Advisors
Texas
$532K -$23.5K -546 -4%
PPA
81
Parametric Portfolio Associates
Washington
$474K -$2.72M -63,055 -84%
BCA
82
Berman Capital Advisors
Georgia
$472K +$533K +12,355 New
SG Americas Securities
83
SG Americas Securities
New York
$441K -$2.74M -63,653 -85%
OWP
84
Old Well Partners
North Carolina
$438K +$494K +11,450 New
EGM
85
Engineers Gate Manager
New York
$409K -$1.28M -29,743 -74%
PIM
86
Platinum Investment Management
Australia
$409K
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$396K +$17.5K +405 +4%
Citigroup
88
Citigroup
New York
$380K -$339K -7,857 -44%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$336K
Truist Financial
90
Truist Financial
North Carolina
$327K +$370K +8,572 New
ACM
91
AlphaCrest Capital Management
New York
$313K +$125K +2,900 +55%
Ameriprise
92
Ameriprise
Minnesota
$299K -$5.6K -130 -2%
DTL
93
Dynamic Technology Lab
Singapore
$264K -$264K -6,119 -47%
Brown Advisory
94
Brown Advisory
Maryland
$256K +$91.5K +2,122 +46%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$254K +$101K +2,338 +54%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$244K +$275K +6,390 New
AB
97
Amalgamated Bank
New York
$234K +$26.8K +622 +11%
RJA
98
Raymond James & Associates
Florida
$233K +$56.6K +1,313 +27%
MIFH
99
Migdal Insurance & Financial Holdings
Israel
$222K -$77.1K -1,788 -24%
HighTower Advisors
100
HighTower Advisors
Illinois
$218K -$25.2K -585 -9%

APPN Hedge Fund Activity: Q4 2019 in Review

159 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2019, worth a combined $1.07B — down 19% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of APPN and 25 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 61 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $18.6M. The largest seller was Barclays, cutting an estimated $22.4M.

  • 159 institutional investors held Appian (APPN) as of Q4 2019, down from 167 in Q3 2019.
  • Funds reported $1.07B of Appian stock for Q4 2019, down 19% quarter-over-quarter.
  • 25 funds opened new Appian positions in Q4 2019 and 30 closed out, a net change of -5 holders.
  • The largest Appian buyer in Q4 2019 was Baillie Gifford & Co, an estimated $18.6M added.
  • The largest Appian seller in Q4 2019 was Barclays, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2019.