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283 hedge funds and large institutions have $3.8B invested in Appian in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 77 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 77

22% more call options, than puts

Call options by funds: $183M | Put options by funds: $151M

2% more capital invested

Capital invested by funds: $3.74B → $3.8B (+$61M)

2.03% less ownership

Funds ownership: 72.2%70.17% (-2%)

12% less funds holding

Funds holding: 322283 (-39)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
283
Holders Change
-39
Holders Change %
-12.11%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
105
Reduced
77
Closed
74
Calls
$183M
Puts
$151M
Net Calls
+$32.8M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$866K +$21.9K +193 +3%
VFA
102
Valeo Financial Advisors
Indiana
$851K +$75.3K +663 +12%
HIIFS
103
Harel Insurance Investments & Financial Services
Israel
$835K -$131K -1,150 -38%
C
104
Certuity
Florida
$772K -$38.9K -342 -6%
CIAS
105
Capital Investment Advisory Services
North Carolina
$761K +$5.68K +50 +0.9%
Luther King Capital Management (LKCM)
106
Luther King Capital Management (LKCM)
Texas
$759K +$16.6K +146 +3%
JRP
107
Jasper Ridge Partners
California
$725K
Twin Tree Management
108
Twin Tree Management
Texas
$717K +$527K +4,640 +820%
CAM
109
ClariVest Asset Management
California
$660K +$222K +1,954 +69%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$658K +$40.4K +356 +8%
Truist Financial
111
Truist Financial
North Carolina
$658K +$193K +1,700 +55%
FAIM
112
Financial Advocates Investment Management
Washington
$651K -$2.84K -25 -0.5%
FT
113
Fiduciary Trust
Massachusetts
$648K
MML Investors Services
114
MML Investors Services
Massachusetts
$642K -$8.63K -76 -2%
APA
115
American Portfolios Advisors
New York
$620K +$84.1K +740 +20%
Simplex Trading
116
Simplex Trading
Illinois
$607K +$6.13K +54 +1%
AFG
117
Allegheny Financial Group
Pennsylvania
$596K
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
$593K +$71.5K +629 +17%
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$590K
GT
120
Glenmede Trust
Pennsylvania
$588K -$144K -1,267 -23%
WS
121
Wedbush Securities
California
$568K -$256K -2,250 -35%
CCIA
122
Cherry Creek Investment Advisors
Colorado
$550K +$454K +3,996 New
CAN
123
Cetera Advisor Networks
California
$528K +$436K +3,836 New
AFG
124
Albion Financial Group
Utah
$525K +$433K +3,812 New
GAM
125
Griffin Asset Management
New York
$501K +$182K +1,606 +79%

APPN Hedge Fund Activity: Q2 2021 in Review

283 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2021, worth a combined $3.8B — up 1.6% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of APPN and 36 opened new positions — a net loss of 38 holders — while 77 trimmed existing stakes and 105 added.

The largest buyer was First Trust Advisors, adding an estimated $46.3M. The largest seller was Fred Alger Management, exiting entirely with an estimated $87.4M sold.

  • 283 institutional investors held Appian (APPN) as of Q2 2021, down from 322 in Q1 2021.
  • Funds reported $3.8B of Appian stock for Q2 2021, up 1.6% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q2 2021 and 74 closed out, a net change of -38 holders.
  • The largest Appian buyer in Q2 2021 was First Trust Advisors, an estimated $46.3M added.
  • The largest Appian seller in Q2 2021 was Fred Alger Management, an estimated $87.4M sold.

Based on aggregated 13F filings for Q2 2021.