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322 hedge funds and large institutions have $3.74B invested in Appian in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 301322 (+21)

3% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 104

0% less call options, than puts

Call options by funds: $115M | Put options by funds: $115M

6.75% less ownership

Funds ownership: 78.95%72.2% (-6.7%)

23% less capital invested

Capital invested by funds: $4.84B → $3.74B (-$1.1B)

Holders
322
Holders Change
+21
Holders Change %
+6.98%
% of All Funds
5.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
63
Increased
107
Reduced
104
Closed
38
Calls
$115M
Puts
$115M
Net Calls
-$362K
Net Calls Change
+$86.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
101
Vontobel Holding
Switzerland
$1.1M +$1.24M +7,000 +553%
Group One Trading
102
Group One Trading
Illinois
$1.02M +$1.36M +7,684 New
SEI Investments
103
SEI Investments
Pennsylvania
$1.02M
Principal Financial Group
104
Principal Financial Group
Iowa
$1.01M -$251K -1,420 -16%
PL
105
Parkwood LLC
Ohio
$996K -$2.43M -13,746 -65%
SPIA
106
Steward Partners Investment Advisory
New York
$984K +$1.22M +6,884 +1,321%
Creative Planning
107
Creative Planning
Kansas
$941K +$186K +1,053 +17%
EMG
108
ETF Managers Group
New Jersey
$939K +$2.12K +12 +0.2%
Handelsbanken Fonder
109
Handelsbanken Fonder
Sweden
$931K +$212K +1,200 +21%
DADC
110
D.A. Davidson & Co
Montana
$855K -$470K -2,658 -29%
MSL
111
Mackay Shields LLC
New York
$851K
WS
112
Wedbush Securities
California
$848K -$79.4K -449 -7%
MFW
113
Meristem Family Wealth
Minnesota
$834K
FC
114
FORA Capital
Florida
$826K +$1.1M +6,210 New
RJA
115
Raymond James & Associates
Florida
$812K -$937K -5,296 -46%
HighTower Advisors
116
HighTower Advisors
Illinois
$810K -$69.5K -393 -6%
C
117
Certuity
Florida
$790K +$692K +3,910 +192%
FHA
118
Flagship Harbor Advisors
Massachusetts
$788K +$30.1K +170 +3%
QT
119
Quantbot Technologies
New York
$787K +$1.05M +5,925 New
Federated Hermes
120
Federated Hermes
Pennsylvania
$764K -$3.13M -17,711 -75%
SG Americas Securities
121
SG Americas Securities
New York
$741K +$444K +2,511 +82%
GT
122
Glenmede Trust
Pennsylvania
$736K +$653K +3,691 +199%
SM
123
Sciencast Management
New Jersey
$736K +$961K +5,432 New
VFA
124
Valeo Financial Advisors
Indiana
$733K +$674K +3,812 +224%
OQS
125
Occudo Quantitative Strategies
Florida
$730K +$511K +2,887 +111%

APPN Hedge Fund Activity: Q1 2021 in Review

322 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2021, worth a combined $3.74B — down 23% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new APPN positions and 38 closed out — a net gain of 25 holders — while 107 added to existing stakes and 104 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $67.2M. The largest seller was Morgan Stanley, cutting an estimated $292M.

  • 322 institutional investors held Appian (APPN) as of Q1 2021, up from 301 in Q4 2020.
  • Funds reported $3.74B of Appian stock for Q1 2021, down 23% quarter-over-quarter.
  • 63 funds opened new Appian positions in Q1 2021 and 38 closed out, a net change of +25 holders.
  • The largest Appian buyer in Q1 2021 was Two Sigma Investments, an estimated $67.2M added.
  • The largest Appian seller in Q1 2021 was Morgan Stanley, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2021.