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Appian
APPN

284 hedge funds and large institutions have $2.63B invested in Appian in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

1.53% more ownership

Funds ownership: 70.17% → 71.69% (+1.5%)

6% more call options, than puts

Call options by funds: $102M | Put options by funds: $96.3M

0% more funds holding

Funds holding: 283 → 284 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

31% less capital invested

Capital invested by funds: $3.8B → $2.63B (-$1.18B)

Holders
284
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
52
Increased
87
Reduced
72
Closed
47
Calls
$102M
Puts
$96.3M
Net Calls
+$5.37M
Net Calls Change
-$27.4M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$83.1M
2
Two Sigma Investments
Two Sigma Investments
New York
+$20M
3
SP
StackLine Partners
New York
+$13.9M
4
Millennium Management
Millennium Management
New York
+$12.3M
5
N
Natixis
France
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$46.5M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$17.9M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$13.8M
4
First Trust Advisors
First Trust Advisors
Illinois
-$13.2M
5
BlackRock
BlackRock
New York
-$7.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
76
PineBridge Investments
New York
$1.65M -$165K -1,489 -8%
Invesco
77
Invesco
Georgia
$1.6M +$358K +3,236 +23%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$1.52M +$49.9K +450 +3%
QT
79
Quantbot Technologies
New York
$1.47M +$1.76M +15,926 New
VOYA Investment Management
80
VOYA Investment Management
Georgia
$1.43M -$2.1K -19 -0.1%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$1.38M +$63.4K +572 +4%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$1.37M +$573K +5,168 +54%
MIM
83
MetLife Investment Management
New Jersey
$1.29M – – –
ECM
84
ExodusPoint Capital Management
New York
$1.19M +$1.43M +12,912 New
TI
85
Trexquant Investment
Connecticut
$1.19M +$1.42M +12,847 New
QC
86
Quadrature Capital
United Kingdom
$1.12M +$1.34M +12,101 New
OQS
87
Occudo Quantitative Strategies
Florida
$1.07M +$1.28M +11,534 New
EGM
88
Engineers Gate Manager
New York
$1.06M +$1.27M +11,500 New
E
89
Ergoteles
New York
$1.01M +$1.22M +10,971 New
AQR Capital Management
90
AQR Capital Management
Connecticut
$999K +$227K +2,045 +23%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$970K -$40.8K -368 -3%
Mirae Asset Global Investments
92
Mirae Asset Global Investments
South Korea
$949K -$172K -1,552 -13%
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$946K -$48.4K -437 -4%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$935K -$831K -7,504 -43%
DA
95
Duality Advisers
Florida
$913K +$1.09M +9,867 New
FHA
96
Flagship Harbor Advisors
Massachusetts
$899K – – –
ASRS
97
Arizona State Retirement System
Arizona
$892K +$12K +108 +1%
ISWM
98
Independent Solutions Wealth Management
New York
$849K +$6.42K +58 +0.6%
SO
99
STRS Ohio
Ohio
$786K -$133K -1,200 -12%
Los Angeles Capital Management
100
Los Angeles Capital Management
California
$775K – – –
2 3
4
5 6

APPN Hedge Fund Activity: Q3 2021 in Review

284 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2021, worth a combined $2.63B — down 31% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 47 closed out — a net gain of 5 holders — while 87 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.5M.

  • 284 institutional investors held Appian (APPN) as of Q3 2021, up from 283 in Q2 2021.
  • Funds reported $2.63B of Appian stock for Q3 2021, down 31% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2021 and 47 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q3 2021 was Morgan Stanley, an estimated $83.1M added.
  • The largest Appian seller in Q3 2021 was Lord, Abbett & Co, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2021.