We are live on ! Find out more

283 hedge funds and large institutions have $3.8B invested in Appian in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 77 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 77

22% more call options, than puts

Call options by funds: $183M | Put options by funds: $151M

2% more capital invested

Capital invested by funds: $3.74B → $3.8B (+$61M)

2.03% less ownership

Funds ownership: 72.2%70.17% (-2%)

12% less funds holding

Funds holding: 322283 (-39)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
283
Holders Change
-39
Holders Change %
-12.11%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
105
Reduced
77
Closed
74
Calls
$183M
Puts
$151M
Net Calls
+$32.8M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$2.18M -$2.39M -21,032 -57%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$2.13M -$14.8K -130 -0.8%
CG
78
Cutler Group
California
$2.02M +$1.59M +13,984 +2,056%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$1.97M -$244K -2,150 -13%
Invesco
80
Invesco
Georgia
$1.94M +$448K +3,946 +39%
MIM
81
MetLife Investment Management
New Jersey
$1.92M +$65.2K +574 +4%
Mirae Asset Global Investments
82
Mirae Asset Global Investments
South Korea
$1.63M +$766K +6,742 +133%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$1.49M +$19.5K +172 +2%
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$1.47M +$141K +1,237 +13%
ProShare Advisors
85
ProShare Advisors
Maryland
$1.42M +$86.1K +758 +8%
SO
86
STRS Ohio
Ohio
$1.34M +$79.5K +700 +8%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$1.33M -$850K -7,485 -44%
ASRS
88
Arizona State Retirement System
Arizona
$1.31M +$20K +176 +2%
ISWM
89
Independent Solutions Wealth Management
New York
$1.26M +$93.6K +824 +10%
AQR Capital Management
90
AQR Capital Management
Connecticut
$1.21M -$676K -5,947 -40%
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$1.15M -$22.8K -201 -2%
RJA
92
Raymond James & Associates
Florida
$1.11M +$226K +1,990 +33%
CSS
93
Cubist Systematic Strategies
Connecticut
$1.03M -$4.26M -37,522 -83%
AB
94
Amalgamated Bank
New York
$1.02M +$268K +2,363 +47%
SCF
95
Sante Capital Fund
Texas
$997K +$822K +7,237 New
DADC
96
D.A. Davidson & Co
Montana
$988K +$84.4K +743 +12%
Handelsbanken Fonder
97
Handelsbanken Fonder
Sweden
$937K -$22.7K -200 -3%
FHA
98
Flagship Harbor Advisors
Massachusetts
$899K +$68.3K +601 +10%
Creative Planning
99
Creative Planning
Kansas
$882K -$76.7K -675 -10%
Principal Financial Group
100
Principal Financial Group
Iowa
$866K -$148K -1,301 -17%

APPN Hedge Fund Activity: Q2 2021 in Review

283 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2021, worth a combined $3.8B — up 1.6% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of APPN and 36 opened new positions — a net loss of 38 holders — while 77 trimmed existing stakes and 105 added.

The largest buyer was First Trust Advisors, adding an estimated $46.3M. The largest seller was Fred Alger Management, exiting entirely with an estimated $87.4M sold.

  • 283 institutional investors held Appian (APPN) as of Q2 2021, down from 322 in Q1 2021.
  • Funds reported $3.8B of Appian stock for Q2 2021, up 1.6% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q2 2021 and 74 closed out, a net change of -38 holders.
  • The largest Appian buyer in Q2 2021 was First Trust Advisors, an estimated $46.3M added.
  • The largest Appian seller in Q2 2021 was Fred Alger Management, an estimated $87.4M sold.

Based on aggregated 13F filings for Q2 2021.