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172 hedge funds and large institutions have $1.09B invested in Appian in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

8% more funds holding

Funds holding: 159172 (+13)

1% more capital invested

Capital invested by funds: $1.07B → $1.09B (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.45% less ownership

Funds ownership: 82%78.55% (-3.5%)

34% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $20.5M

Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
44
Increased
60
Reduced
43
Closed
29
Calls
$13.6M
Puts
$20.5M
Net Calls
-$6.89M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$570K -$77.9K -1,676 -11%
Deutsche Bank
77
Deutsche Bank
Germany
$528K -$1.79M -38,427 -75%
MSL
78
Mackay Shields LLC
New York
$494K +$572K +12,300 New
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$478K +$313K +6,744 +132%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$466K +$241K +5,190 +81%
QCM
81
Quantinno Capital Management
New York
$466K +$538K +11,585 New
JP Morgan Chase
82
JP Morgan Chase
New York
$452K -$4.88M -105,040 -90%
CPIG
83
Chicago Partners Investment Group
Illinois
$442K +$6.46K +139 +1%
MIH
84
Meitav Investment House
Israel
$440K -$147K -3,156 -22%
WCM
85
Weld Capital Management
New York
$440K +$508K +10,942 New
AFAS
86
Acorn Financial Advisory Services
Virginia
$439K +$507K +10,911 New
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$434K +$18.9K +406 +4%
Ameriprise
88
Ameriprise
Minnesota
$431K +$135K +2,910 +37%
PIM
89
Platinum Investment Management
Australia
$430K
Legal & General Group
90
Legal & General Group
United Kingdom
$407K -$1.94M -41,790 -80%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$336K
Citadel Advisors
92
Citadel Advisors
Florida
$277K -$1.09M -23,528 -77%
TCWM
93
Total Clarity Wealth Management
Illinois
$254K +$31.4K +675 +12%
DADC
94
D.A. Davidson & Co
Montana
$252K +$291K +6,256 New
Truist Financial
95
Truist Financial
North Carolina
$243K -$117K -2,526 -29%
VWA
96
V Wealth Advisors
Kansas
$243K +$280K +6,034 New
RJFSA
97
Raymond James Financial Services Advisors
Florida
$243K +$281K +6,052 New
AB
98
Amalgamated Bank
New York
$242K -$5.11K -110 -2%
ASRS
99
Arizona State Retirement System
Arizona
$242K +$280K +6,024 New
HighTower Advisors
100
HighTower Advisors
Illinois
$238K +$7.67K +165 +3%

APPN Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2020, worth a combined $1.09B — up 1.3% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APPN positions and 29 closed out — a net gain of 15 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $7.64M. The largest seller was D.E. Shaw & Co, cutting an estimated $17.7M.

  • 172 institutional investors held Appian (APPN) as of Q1 2020, up from 159 in Q4 2019.
  • Funds reported $1.09B of Appian stock for Q1 2020, up 1.3% quarter-over-quarter.
  • 44 funds opened new Appian positions in Q1 2020 and 29 closed out, a net change of +15 holders.
  • The largest Appian buyer in Q1 2020 was Abdiel Capital Advisors, an estimated $7.64M added.
  • The largest Appian seller in Q1 2020 was D.E. Shaw & Co, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2020.