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159 hedge funds and large institutions have $1.07B invested in Appian in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

2.04% less ownership

Funds ownership: 84.04%82% (-2%)

5% less funds holding

Funds holding: 167159 (-8)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

19% less capital invested

Capital invested by funds: $1.33B → $1.07B (-$259M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less call options, than puts

Call options by funds: $11M | Put options by funds: $15.5M

Holders
159
Holders Change
-8
Holders Change %
-4.79%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
25
Increased
61
Reduced
44
Closed
30
Calls
$11M
Puts
$15.5M
Net Calls
-$4.49M
Net Calls Change
-$9.31M
Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
101
Total Clarity Wealth Management
Illinois
$216K +$244K +5,650 New
ACM
102
Adalta Capital Management
New York
$204K -$11.9K -275 -5%
JRP
103
Jasper Ridge Partners
California
$201K
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$196K -$55.2K -1,280 -20%
AG
105
Advisor Group
Arizona
$175K -$50.3K -1,167 -20%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$171K +$67.4K +1,564 +54%
Group One Trading
107
Group One Trading
Illinois
$140K +$158K +3,669 New
FHA
108
Flagship Harbor Advisors
Massachusetts
$130K +$46.3K +1,075 +46%
AIP
109
Ameritas Investment Partners
Nebraska
$112K +$13.7K +317 +12%
Parallax Volatility Advisers
110
Parallax Volatility Advisers
California
$90K -$1.75M -40,520 -95%
Victory Capital Management
111
Victory Capital Management
Texas
$87K +$7.76K +180 +9%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$83K
GWM
113
Geneos Wealth Management
Colorado
$79K +$82.8K +1,920 +960%
BWP
114
Baldwin Wealth Partners
Massachusetts
$76K
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$75K
TRCT
116
Tower Research Capital (TRC)
New York
$68K +$40.6K +941 +112%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$53K -$2.43M -56,447 -98%
APA
118
American Portfolios Advisors
New York
$50.1K
CHA
119
Carmichael Hill & Associates
Maryland
$50K +$56K +1,300 New
SO
120
STRS Ohio
Ohio
$38K -$776K -18,000 -95%
WCG
121
Weaver Consulting Group
California
$37K
VFA
122
Valeo Financial Advisors
Indiana
$37K +$4.31K +100 +12%
US Bancorp
123
US Bancorp
Minnesota
$36K
CFA
124
Carroll Financial Associates
North Carolina
$33K +$38.2K +886 New
GEA
125
Glen Eagle Advisors
New Jersey
$27.7K

APPN Hedge Fund Activity: Q4 2019 in Review

159 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2019, worth a combined $1.07B — down 19% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of APPN and 25 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 61 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $18.6M. The largest seller was Barclays, cutting an estimated $22.4M.

  • 159 institutional investors held Appian (APPN) as of Q4 2019, down from 167 in Q3 2019.
  • Funds reported $1.07B of Appian stock for Q4 2019, down 19% quarter-over-quarter.
  • 25 funds opened new Appian positions in Q4 2019 and 30 closed out, a net change of -5 holders.
  • The largest Appian buyer in Q4 2019 was Baillie Gifford & Co, an estimated $18.6M added.
  • The largest Appian seller in Q4 2019 was Barclays, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2019.