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172 hedge funds and large institutions have $1.09B invested in Appian in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

8% more funds holding

Funds holding: 159172 (+13)

1% more capital invested

Capital invested by funds: $1.07B → $1.09B (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.45% less ownership

Funds ownership: 82%78.55% (-3.5%)

34% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $20.5M

Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
44
Increased
60
Reduced
43
Closed
29
Calls
$13.6M
Puts
$20.5M
Net Calls
-$6.89M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$221K +$255K +5,483 New
JRP
102
Jasper Ridge Partners
California
$212K
FHA
103
Flagship Harbor Advisors
Massachusetts
$208K +$82K +1,765 +52%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$188K +$41.7K +898 +20%
AIM
105
Aigen Investment Management
New York
$187K -$1.3M -27,979 -86%
Victory Capital Management
106
Victory Capital Management
Texas
$160K +$78.9K +1,697 +75%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$147K -$139K -2,998 -45%
AIP
108
Ameritas Investment Partners
Nebraska
$130K +$14.2K +306 +10%
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$107K +$115K +2,472 +1,301%
RE
110
RBC Europe
United Kingdom
$90.5K +$105K +2,250 New
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$87K
GWM
112
Geneos Wealth Management
Colorado
$84K +$2.32K +50 +2%
CSS
113
Cubist Systematic Strategies
Connecticut
$80K -$614K -13,211 -87%
BWP
114
Baldwin Wealth Partners
Massachusetts
$80K
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$79K
VFA
116
Valeo Financial Advisors
Indiana
$79K +$55.1K +1,185 +124%
FC
117
FORA Capital
Florida
$79K +$90.7K +1,953 New
APA
118
American Portfolios Advisors
New York
$66.5K +$15.9K +343 +26%
CHA
119
Carmichael Hill & Associates
Maryland
$64K +$13.9K +300 +23%
IA
120
IFP Advisors
Florida
$57K +$33.5K +722 +107%
AF
121
Advisornet Financial
Minnesota
$57K +$55.8K +1,200 +556%
US Bancorp
122
US Bancorp
Minnesota
$56K +$20.9K +450 +48%
PCIA
123
Prime Capital Investment Advisors
Kansas
$47K +$30.5K +657 +129%
CFA
124
Carroll Financial Associates
North Carolina
$46K +$12.3K +265 +30%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$39K -$20.7K -446 -31%

APPN Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2020, worth a combined $1.09B — up 1.3% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APPN positions and 29 closed out — a net gain of 15 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $7.64M. The largest seller was D.E. Shaw & Co, cutting an estimated $17.7M.

  • 172 institutional investors held Appian (APPN) as of Q1 2020, up from 159 in Q4 2019.
  • Funds reported $1.09B of Appian stock for Q1 2020, up 1.3% quarter-over-quarter.
  • 44 funds opened new Appian positions in Q1 2020 and 29 closed out, a net change of +15 holders.
  • The largest Appian buyer in Q1 2020 was Abdiel Capital Advisors, an estimated $7.64M added.
  • The largest Appian seller in Q1 2020 was D.E. Shaw & Co, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2020.