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194 hedge funds and large institutions have $1.02B invested in Appian in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

10.59% more ownership

Funds ownership: 69.74%80.33% (+11%)

6% less funds holding

Funds holding: 207194 (-13)

13% less capital invested

Capital invested by funds: $1.18B → $1.02B (-$158M)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

51% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $25.4M

Holders
194
Holders Change
-13
Holders Change %
-6.28%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
58
Reduced
47
Closed
50
Calls
$12.4M
Puts
$25.4M
Net Calls
-$13M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DM
76
Deerfield Management
New York
$433K +$460K +14,027 New
Amundi
77
Amundi
France
$432K
VOYA Investment Management
78
VOYA Investment Management
Georgia
$415K -$5.05K -154 -1%
N
79
Numerai
California
$401K +$426K +12,991 New
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$395K -$344K -10,477 -45%
GCP
81
GSA Capital Partners
United Kingdom
$391K -$986K -30,069 -70%
I
82
InceptionR
California
$389K +$216K +6,579 +109%
DFA
83
DHK Financial Advisors
New Hampshire
$366K +$390K +11,874 New
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$362K -$84K -2,560 -18%
Point72 Asset Management
85
Point72 Asset Management
Connecticut
$355K -$656K -19,981 -63%
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$348K +$98.2K +2,993 +36%
LPL Financial
87
LPL Financial
California
$339K -$125K -3,805 -26%
ASRS
88
Arizona State Retirement System
Arizona
$310K +$9.64K +294 +3%
CGH
89
Crossmark Global Holdings
Texas
$299K +$9.19K +280 +3%
SFG
90
Synergy Financial Group
California
$286K -$108K -3,305 -26%
Walleye Capital
91
Walleye Capital
New York
$286K +$304K +9,256 New
JF
92
Jump Financial
Illinois
$271K +$288K +8,789 New
TSS
93
Two Sigma Securities
New York
$268K +$285K +8,699 New
EGM
94
Engineers Gate Manager
New York
$238K -$164K -4,987 -39%
Handelsbanken Fonder
95
Handelsbanken Fonder
Sweden
$231K +$23K +700 +10%
SOW
96
State of Wyoming
Wyoming
$228K +$243K +7,401 New
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$224K -$11.8M -359,636 -98%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$216K +$229K +6,988 New
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$214K +$8.92K +272 +4%
Creative Planning
100
Creative Planning
Kansas
$207K +$10.7K +325 +5%

APPN Hedge Fund Activity: Q2 2024 in Review

194 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2024, worth a combined $1.02B — down 13% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of APPN and 38 opened new positions — a net loss of 12 holders — while 47 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $87.3M. The largest seller was Mirae Asset Global Investments, cutting an estimated $11.8M.

  • 194 institutional investors held Appian (APPN) as of Q2 2024, down from 207 in Q1 2024.
  • Funds reported $1.02B of Appian stock for Q2 2024, down 13% quarter-over-quarter.
  • 38 funds opened new Appian positions in Q2 2024 and 50 closed out, a net change of -12 holders.
  • The largest Appian buyer in Q2 2024 was Morgan Stanley, an estimated $87.3M added.
  • The largest Appian seller in Q2 2024 was Mirae Asset Global Investments, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2024.