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214 hedge funds and large institutions have $2.01B invested in Appian in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $1.46B → $2.01B (+$547M)

25% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 55

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

13% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $30.6M

2% more funds holding

Funds holding: 209214 (+5)

0.93% more ownership

Funds ownership: 81.37%82.31% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
69
Reduced
55
Closed
33
Calls
$34.8M
Puts
$30.6M
Net Calls
+$4.12M
Net Calls Change
+$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$890K -$87.7K -1,620 -11%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$757K
MSL
78
Mackay Shields LLC
New York
$725K +$21.6K +400 +4%
AFAS
79
Acorn Financial Advisory Services
Virginia
$706K
PIM
80
Platinum Investment Management
Australia
$692K
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$664K -$14.7K -272 -3%
OR
82
Olympiad Research
Connecticut
$646K +$193K +3,559 +55%
IAA
83
Independent Advisor Alliance
North Carolina
$636K +$32.7K +605 +7%
Handelsbanken Fonder
84
Handelsbanken Fonder
Sweden
$615K
Legal & General Group
85
Legal & General Group
United Kingdom
$600K -$64.4K -1,190 -11%
AQR Capital Management
86
AQR Capital Management
Connecticut
$587K -$355K -6,563 -42%
WS
87
Wedbush Securities
California
$583K +$57.2K +1,058 +13%
NIM
88
Needham Investment Management
New York
$550K
ASRS
89
Arizona State Retirement System
Arizona
$547K +$119K +2,200 +35%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$543K +$334K +6,165 +277%
EMG
91
ETF Managers Group
New Jersey
$511K -$6.38K -118 -2%
DADC
92
D.A. Davidson & Co
Montana
$508K +$77.9K +1,439 +22%
HighTower Advisors
93
HighTower Advisors
Illinois
$481K -$31.2K -576 -7%
Wolverine Trading
94
Wolverine Trading
Illinois
$468K +$382K +7,068 New
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$466K -$126K -2,330 -24%
Holocene Advisors
96
Holocene Advisors
New York
$438K +$366K +6,769 New
TCWM
97
Total Clarity Wealth Management
Illinois
$430K +$16.2K +300 +5%
PP
98
Paloma Partners
Connecticut
$421K +$136K +2,513 +63%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$408K -$42.3K -781 -11%
FHA
100
Flagship Harbor Advisors
Massachusetts
$371K +$6.76K +125 +2%

APPN Hedge Fund Activity: Q3 2020 in Review

214 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2020, worth a combined $2.01B — up 38% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APPN positions and 33 closed out — a net gain of 6 holders — while 69 added to existing stakes and 55 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $116M. The largest seller was D.E. Shaw & Co, cutting an estimated $11.3M.

  • 214 institutional investors held Appian (APPN) as of Q3 2020, up from 209 in Q2 2020.
  • Funds reported $2.01B of Appian stock for Q3 2020, up 38% quarter-over-quarter.
  • 39 funds opened new Appian positions in Q3 2020 and 33 closed out, a net change of +6 holders.
  • The largest Appian buyer in Q3 2020 was Baillie Gifford & Co, an estimated $116M added.
  • The largest Appian seller in Q3 2020 was D.E. Shaw & Co, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2020.