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301 hedge funds and large institutions have $4.84B invested in Appian in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 29

141% more capital invested

Capital invested by funds: $2.01B → $4.84B (+$2.84B)

41% more funds holding

Funds holding: 214301 (+87)

28% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 67

3.36% less ownership

Funds ownership: 82.31%78.95% (-3.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less call options, than puts

Call options by funds: $157M | Put options by funds: $243M

Holders
301
Holders Change
+87
Holders Change %
+40.65%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
116
Increased
86
Reduced
67
Closed
29
Calls
$157M
Puts
$243M
Net Calls
-$86.6M
Net Calls Change
-$90.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
101
Gotham Asset Management
New York
$1.29M +$892K +7,970 New
ProShare Advisors
102
ProShare Advisors
Maryland
$1.28M +$395K +3,528 +81%
EMG
103
ETF Managers Group
New Jersey
$1.19M -$39.4K -352 -5%
PP
104
Paloma Partners
Connecticut
$1.17M +$79.5K +710 +11%
Squarepoint
105
Squarepoint
New York
$1.14M +$342K +3,050 +76%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$1.13M +$380K +3,396 +80%
ISWM
107
Independent Solutions Wealth Management
New York
$1.12M +$773K +6,907 New
WS
108
Wedbush Securities
California
$1.11M -$244K -2,176 -24%
JMPWA
109
JP Morgan Private Wealth Advisors
California
$1.1M +$763K +6,817 New
TCWM
110
Total Clarity Wealth Management
Illinois
$1.06M -$11.2K -100 -2%
HighTower Advisors
111
HighTower Advisors
Illinois
$1.05M -$111K -994 -13%
MSL
112
Mackay Shields LLC
New York
$1.04M -$538K -4,800 -43%
MFW
113
Meristem Family Wealth
Minnesota
$1.02M +$702K +6,273 New
SEI Investments
114
SEI Investments
Pennsylvania
$1.02M +$703K +6,277 New
Creative Planning
115
Creative Planning
Kansas
$976K +$68.4K +611 +11%
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$940K -$414K -3,700 -39%
FHA
117
Flagship Harbor Advisors
Massachusetts
$933K +$2.8K +25 +0.4%
QC
118
Quadrature Capital
United Kingdom
$918K +$634K +5,665 New
NIM
119
Needham Investment Management
New York
$915K -$319K -2,850 -34%
AB
120
Amalgamated Bank
New York
$901K +$3.58K +32 +0.6%
CIAS
121
Capital Investment Advisory Services
North Carolina
$868K +$599K +5,352 New
JRP
122
Jasper Ridge Partners
California
$853K
PIM
123
Platinum Investment Management
Australia
$809K -$638K -5,700 -53%
FAIM
124
Financial Advocates Investment Management
Washington
$801K -$9.41K -84 -2%
AFG
125
Allegheny Financial Group
Pennsylvania
$798K +$551K +4,921 New

APPN Hedge Fund Activity: Q4 2020 in Review

301 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2020, worth a combined $4.84B — up 141% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new APPN positions and 29 closed out — a net gain of 87 holders — while 86 added to existing stakes and 67 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $125M. The largest seller was Abdiel Capital Advisors, cutting an estimated $216M.

  • 301 institutional investors held Appian (APPN) as of Q4 2020, up from 214 in Q3 2020.
  • Funds reported $4.84B of Appian stock for Q4 2020, up 141% quarter-over-quarter.
  • 116 funds opened new Appian positions in Q4 2020 and 29 closed out, a net change of +87 holders.
  • The largest Appian buyer in Q4 2020 was Fred Alger Management, an estimated $125M added.
  • The largest Appian seller in Q4 2020 was Abdiel Capital Advisors, an estimated $216M sold.

Based on aggregated 13F filings for Q4 2020.