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142 hedge funds and large institutions have $843M invested in Appian in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

32% more capital invested

Capital invested by funds: $640M → $843M (+$203M)

30% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 33

13.36% more ownership

Funds ownership: 61.18%74.54% (+13%)

7% more funds holding

Funds holding: 133142 (+9)

3% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $14.7M

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
3.08%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
43
Increased
39
Reduced
29
Closed
33
Calls
$14.3M
Puts
$14.7M
Net Calls
-$447K
Net Calls Change
+$6.54M
Name Holding Trade Value Shares
Change
Change in
Stake
WEO
101
William E. Oberndorf
$52K +$49.6K +1,450 New
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$46K +$38.5K +1,125 +750%
US Bancorp
103
US Bancorp
Minnesota
$41K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$38K
VFA
105
Valeo Financial Advisors
Indiana
$30K +$13K +380 +83%
WCG
106
Weaver Consulting Group
California
$28K
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$25.3K +$11.8K +346 +97%
LC
108
Lindbrook Capital
California
$25K -$6.84K -200 -22%
GEA
109
Glen Eagle Advisors
New Jersey
$21.6K +$1.71K +50 +9%
KTC
110
Kistler-Tiffany Companies
Pennsylvania
$21K
TC
111
Truvestments Capital
Florida
$20K
AIM
112
Arcadia Investment Management
Michigan
$18K
CAGAS
113
Capital Advisory Group Advisory Services
Minnesota
$18K
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$17K +$6.23K +182 +62%
Group One Trading
115
Group One Trading
Illinois
$15K +$13.9K +405 New
BFEC
116
Benjamin F. Edwards & Company
Missouri
$14K
S
117
SignatureFD
Georgia
$13K
ME
118
McIlrath & Eck
Washington
$12K
RCAG
119
Rehmann Capital Advisory Group
Michigan
$10.3K
FMP
120
Financial Management Professionals
Texas
$10K +$9.86K +288 New
ASN
121
Advisory Services Network
Georgia
$7K
AG
122
Aperio Group
California
$7K +$6.84K +200 New
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.31K +$5.99K +175 New
BFC
124
Bedel Financial Consulting
Indiana
$5K
ATC
125
Adirondack Trust Company
New York
$4K

APPN Hedge Fund Activity: Q2 2019 in Review

142 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2019, worth a combined $843M — up 32% from $640M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new APPN positions and 33 closed out — a net gain of 10 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $51.4M. The largest seller was Ruane, Cunniff & Goldfarb, exiting entirely with an estimated $12.2M sold.

  • 142 institutional investors held Appian (APPN) as of Q2 2019, up from 133 in Q1 2019.
  • Funds reported $843M of Appian stock for Q2 2019, up 32% quarter-over-quarter.
  • 43 funds opened new Appian positions in Q2 2019 and 33 closed out, a net change of +10 holders.
  • The largest Appian buyer in Q2 2019 was BlackRock, an estimated $51.4M added.
  • The largest Appian seller in Q2 2019 was Ruane, Cunniff & Goldfarb, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2019.