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284 hedge funds and large institutions have $2.63B invested in Appian in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

1.53% more ownership

Funds ownership: 70.17%71.69% (+1.5%)

6% more call options, than puts

Call options by funds: $102M | Put options by funds: $96.3M

0% more funds holding

Funds holding: 283284 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less capital invested

Capital invested by funds: $3.8B → $2.63B (-$1.18B)

Holders
284
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
87
Reduced
72
Closed
47
Calls
$102M
Puts
$96.3M
Net Calls
+$5.37M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
101
Principal Financial Group
Iowa
$764K +$218K +1,967 +31%
PP
102
Paloma Partners
Connecticut
$747K +$895K +8,079 New
HSBC Holdings
103
HSBC Holdings
United Kingdom
$736K +$521K +4,702 +148%
DADC
104
D.A. Davidson & Co
Montana
$696K +$38.2K +345 +5%
CC
105
Centiva Capital
New York
$683K +$818K +7,383 New
ProShare Advisors
106
ProShare Advisors
Maryland
$670K -$343K -3,096 -30%
VFA
107
Valeo Financial Advisors
Indiana
$664K +$111K +1,000 +16%
Creative Planning
108
Creative Planning
Kansas
$659K +$79.7K +719 +11%
AB
109
Amalgamated Bank
New York
$647K -$47.7K -431 -6%
Handelsbanken Fonder
110
Handelsbanken Fonder
Sweden
$629K
EMG
111
ETF Managers Group
New Jersey
$615K -$3.71M -33,523 -83%
Simplex Trading
112
Simplex Trading
Illinois
$613K +$11.1K +100 +2%
HighTower Advisors
113
HighTower Advisors
Illinois
$573K -$11.2K -101 -2%
PTC
114
Philadelphia Trust Company
Pennsylvania
$557K +$666K +6,016 New
SLG
115
Stanley-Laman Group
Pennsylvania
$556K +$666K +6,012 New
CAM
116
Concorde Asset Management
Michigan
$552K +$453K +4,091 +218%
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$523K +$149K +1,344 +31%
C
118
Certuity
Florida
$513K -$6.09K -55 -1%
CIAS
119
Capital Investment Advisory Services
North Carolina
$511K
Luther King Capital Management (LKCM)
120
Luther King Capital Management (LKCM)
Texas
$510K
CAM
121
Cresset Asset Management
Illinois
$492K +$269K +2,426 +84%
JRP
122
Jasper Ridge Partners
California
$487K
FAIM
123
Financial Advocates Investment Management
Washington
$468K +$92.4K +834 +18%
GT
124
Glenmede Trust
Pennsylvania
$457K +$74.2K +670 +16%
PP
125
Prudential plc
United Kingdom
$449K +$537K +4,851 New

APPN Hedge Fund Activity: Q3 2021 in Review

284 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2021, worth a combined $2.63B — down 31% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 47 closed out — a net gain of 5 holders — while 87 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.5M.

  • 284 institutional investors held Appian (APPN) as of Q3 2021, up from 283 in Q2 2021.
  • Funds reported $2.63B of Appian stock for Q3 2021, down 31% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2021 and 47 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q3 2021 was Morgan Stanley, an estimated $83.1M added.
  • The largest Appian seller in Q3 2021 was Lord, Abbett & Co, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2021.