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267 hedge funds and large institutions have $1.82B invested in Appian in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $66M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.4% less ownership

Funds ownership: 71.69%70.29% (-1.4%)

6% less funds holding

Funds holding: 284267 (-17)

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

31% less capital invested

Capital invested by funds: $2.63B → $1.82B (-$809M)

Holders
267
Holders Change
-17
Holders Change %
-5.99%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
71
Reduced
89
Closed
63
Calls
$66.6M
Puts
$66M
Net Calls
+$634K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
76
Invesco
Georgia
$1.11M -$22.5K -271 -2%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$1.04M -$39.8K -479 -3%
SFG
78
Synergy Financial Group
California
$1.03M +$1.31M +15,813 New
VOYA Investment Management
79
VOYA Investment Management
Georgia
$1.01M +$5.9K +71 +0.5%
MIM
80
MetLife Investment Management
New Jersey
$908K
RJFSA
81
Raymond James Financial Services Advisors
Florida
$856K -$145K -1,739 -12%
DA
82
Duality Advisers
Florida
$846K +$258K +3,106 +31%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$835K -$166K -2,003 -14%
Mirae Asset Global Investments
84
Mirae Asset Global Investments
South Korea
$774K +$134K +1,615 +16%
ProShare Advisors
85
ProShare Advisors
Maryland
$773K +$383K +4,610 +64%
E
86
Ergoteles
New York
$735K +$25.4K +306 +3%
Squarepoint
87
Squarepoint
New York
$721K +$919K +11,056 New
IAA
88
Independent Advisor Alliance
North Carolina
$703K -$656K -7,889 -42%
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$667K
Russell Investments Group
90
Russell Investments Group
United Kingdom
$659K
ASRS
91
Arizona State Retirement System
Arizona
$625K -$4.82K -58 -0.6%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$592K +$84.4K +1,015 +13%
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$571K +$728K +8,760 New
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$556K -$163K -1,959 -19%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$539K -$8.64K -104 -1%
VFA
96
Valeo Financial Advisors
Indiana
$537K +$87.8K +1,056 +15%
Creative Planning
97
Creative Planning
Kansas
$505K +$51.6K +621 +9%
ACM
98
AlphaCrest Capital Management
New York
$504K +$642K +7,727 New
Wolverine Trading
99
Wolverine Trading
Illinois
$474K +$576K +6,927 New
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$466K +$299K +3,601 +101%

APPN Hedge Fund Activity: Q4 2021 in Review

267 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2021, worth a combined $1.82B — down 31% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of APPN and 49 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 71 added.

The largest buyer was First Trust Advisors, adding an estimated $25.6M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 267 institutional investors held Appian (APPN) as of Q4 2021, down from 284 in Q3 2021.
  • Funds reported $1.82B of Appian stock for Q4 2021, down 31% quarter-over-quarter.
  • 49 funds opened new Appian positions in Q4 2021 and 63 closed out, a net change of -14 holders.
  • The largest Appian buyer in Q4 2021 was First Trust Advisors, an estimated $25.6M added.
  • The largest Appian seller in Q4 2021 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.