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211 hedge funds and large institutions have $1.44B invested in Appian in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $9.77M

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $1.28B → $1.44B (+$155M)

2.5% more ownership

Funds ownership: 69.97%72.47% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

1% more funds holding

Funds holding: 209211 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
65
Reduced
60
Closed
25
Calls
$21.5M
Puts
$9.77M
Net Calls
+$11.7M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
76
Virtu Financial
New York
$709K +$628K +14,900 New
GS
77
GTS Securities
New York
$680K +$602K +14,277 New
Barclays
78
Barclays
United Kingdom
$656K -$280K -6,642 -33%
SFG
79
Synergy Financial Group
California
$654K
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$615K +$3.92K +93 +0.7%
CAM
81
Cresset Asset Management
Illinois
$593K +$525K +12,458 New
CCIA
82
Campbell & Co Investment Adviser
Maryland
$588K +$520K +12,350 New
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$555K -$110K -2,620 -18%
Amundi
84
Amundi
France
$528K +$460K +10,923 New
Osaic Holdings
85
Osaic Holdings
Arizona
$512K -$8.13K -193 -2%
IAA
86
Independent Advisor Alliance
North Carolina
$491K +$7.84K +186 +2%
QT
87
Quantbot Technologies
New York
$420K +$372K +8,834 New
CGH
88
Crossmark Global Holdings
Texas
$415K
ASRS
89
Arizona State Retirement System
Arizona
$415K -$59.1K -1,402 -14%
FC
90
FORA Capital
Florida
$390K +$345K +8,187 New
GCP
91
GSA Capital Partners
United Kingdom
$358K +$317K +7,531 New
Two Sigma Advisers
92
Two Sigma Advisers
New York
$336K +$297K +7,052 New
AI
93
AdvisorShares Investments
Maryland
$335K +$296K +7,030 New
Handelsbanken Fonder
94
Handelsbanken Fonder
Sweden
$324K
FHA
95
Flagship Harbor Advisors
Massachusetts
$314K -$2.32K -55 -0.8%
RC
96
Roundview Capital
New Jersey
$311K -$16.1K -383 -6%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$308K -$25.2K -597 -8%
AB
98
Amalgamated Bank
New York
$297K +$27.1K +644 +11%
ACM
99
Aquatic Capital Management
Illinois
$281K +$240K +5,700 +2,850%
ProShare Advisors
100
ProShare Advisors
Maryland
$275K +$31.1K +737 +15%

APPN Hedge Fund Activity: Q2 2023 in Review

211 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2023, worth a combined $1.44B — up 12% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new APPN positions and 25 closed out — a net gain of 4 holders — while 65 added to existing stakes and 60 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $16M. The largest seller was Hawk Ridge Capital Management, cutting an estimated $16.6M.

  • 211 institutional investors held Appian (APPN) as of Q2 2023, up from 209 in Q1 2023.
  • Funds reported $1.44B of Appian stock for Q2 2023, up 12% quarter-over-quarter.
  • 29 funds opened new Appian positions in Q2 2023 and 25 closed out, a net change of +4 holders.
  • The largest Appian buyer in Q2 2023 was Baillie Gifford & Co, an estimated $16M added.
  • The largest Appian seller in Q2 2023 was Hawk Ridge Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.