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209 hedge funds and large institutions have $1.46B invested in Appian in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

65% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 43

34% more capital invested

Capital invested by funds: $1.09B → $1.46B (+$372M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 172209 (+37)

2.83% more ownership

Funds ownership: 78.55%81.37% (+2.8%)

52% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $65.1M

Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
65
Increased
71
Reduced
43
Closed
27
Calls
$31.4M
Puts
$65.1M
Net Calls
-$33.6M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OR
101
Olympiad Research
Connecticut
$329K +$313K +6,419 New
DADC
102
D.A. Davidson & Co
Montana
$328K +$7.03K +144 +2%
TCWM
103
Total Clarity Wealth Management
Illinois
$325K +$976 +20 +0.3%
VWA
104
V Wealth Advisors
Kansas
$320K +$10.2K +210 +3%
ASRS
105
Arizona State Retirement System
Arizona
$320K +$10.6K +217 +4%
FHA
106
Flagship Harbor Advisors
Massachusetts
$287K +$21K +430 +8%
Creative Planning
107
Creative Planning
Kansas
$285K +$271K +5,563 New
Principal Financial Group
108
Principal Financial Group
Iowa
$278K +$265K +5,425 New
JRP
109
Jasper Ridge Partners
California
$270K
AB
110
Amalgamated Bank
New York
$269K -$37K -759 -13%
QT
111
Quantbot Technologies
New York
$259K +$247K +5,061 New
FAIM
112
Financial Advocates Investment Management
Washington
$255K +$242K +4,966 New
ACM
113
Adalta Capital Management
New York
$249K +$237K +4,850 New
CG
114
Cutler Group
California
$246K +$234K +4,800 New
FT
115
Fiduciary Trust
Massachusetts
$241K +$229K +4,700 New
Brown Advisory
116
Brown Advisory
Maryland
$229K +$217K +4,457 New
ProShare Advisors
117
ProShare Advisors
Maryland
$229K +$218K +4,465 New
PP
118
PDT Partners
New York
$226K +$215K +4,407 New
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$220K +$209K +4,285 New
CA
120
Cornerstone Advisory
Maryland
$220K +$210K +4,300 New
SM
121
Sciencast Management
New Jersey
$220K +$234K +4,794 New
PP
122
Paloma Partners
Connecticut
$205K +$195K +3,998 New
MML Investors Services
123
MML Investors Services
Massachusetts
$200K +$191K +3,905 New
TRCT
124
Tower Research Capital (TRC)
New York
$192K +$182K +3,739 New
NICM
125
Neo Ivy Capital Management
New York
$180K +$171K +3,509 New

APPN Hedge Fund Activity: Q2 2020 in Review

209 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2020, worth a combined $1.46B — up 34% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new APPN positions and 27 closed out — a net gain of 38 holders — while 71 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $22.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $32.1M.

  • 209 institutional investors held Appian (APPN) as of Q2 2020, up from 172 in Q1 2020.
  • Funds reported $1.46B of Appian stock for Q2 2020, up 34% quarter-over-quarter.
  • 65 funds opened new Appian positions in Q2 2020 and 27 closed out, a net change of +38 holders.
  • The largest Appian buyer in Q2 2020 was Abdiel Capital Advisors, an estimated $22.9M added.
  • The largest Appian seller in Q2 2020 was D.E. Shaw & Co, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2020.