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267 hedge funds and large institutions have $1.82B invested in Appian in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $66M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.4% less ownership

Funds ownership: 71.69%70.29% (-1.4%)

6% less funds holding

Funds holding: 284267 (-17)

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

31% less capital invested

Capital invested by funds: $2.63B → $1.82B (-$809M)

Holders
267
Holders Change
-17
Holders Change %
-5.99%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
71
Reduced
89
Closed
63
Calls
$66.6M
Puts
$66M
Net Calls
+$634K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$460K -$39.1K -470 -6%
Teacher Retirement System of Texas
102
Teacher Retirement System of Texas
Texas
$455K +$110K +1,329 +24%
AB
103
Amalgamated Bank
New York
$451K -$6.23K -75 -1%
Handelsbanken Fonder
104
Handelsbanken Fonder
Sweden
$443K
TI
105
Trexquant Investment
Connecticut
$441K -$506K -6,085 -47%
FHA
106
Flagship Harbor Advisors
Massachusetts
$440K +$19K +229 +4%
Principal Financial Group
107
Principal Financial Group
Iowa
$436K -$130K -1,566 -19%
IF
108
Insight Folios
North Carolina
$412K +$295K +3,545 +128%
EMG
109
ETF Managers Group
New Jersey
$409K -$60.2K -724 -11%
TSS
110
Two Sigma Securities
New York
$403K +$514K +6,181 New
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$394K
TWC
112
TD Waterhouse Canada
Ontario, Canada
$389K +$472K +5,685 New
US Bancorp
113
US Bancorp
Minnesota
$351K +$63.7K +767 +17%
JRP
114
Jasper Ridge Partners
California
$343K
FRM
115
Fox Run Management
Connecticut
$339K +$432K +5,202 New
CAM
116
Cresset Asset Management
Illinois
$338K -$12.7K -153 -3%
HighTower Advisors
117
HighTower Advisors
Illinois
$331K -$91.2K -1,097 -18%
SO
118
STRS Ohio
Ohio
$326K -$291K -3,500 -41%
Simplex Trading
119
Simplex Trading
Illinois
$324K +$38.8K +467 +10%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$321K +$123K +1,475 +43%
LCM
121
Lattice Capital Management
Washington
$320K +$407K +4,900 New
CIAS
122
Capital Investment Advisory Services
North Carolina
$314K -$58.2K -700 -13%
IMRF
123
Illinois Municipal Retirement Fund
Illinois
$314K
GT
124
Glenmede Trust
Pennsylvania
$309K -$16.6K -200 -4%
FT
125
Fiduciary Trust
Massachusetts
$307K

APPN Hedge Fund Activity: Q4 2021 in Review

267 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2021, worth a combined $1.82B — down 31% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of APPN and 49 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 71 added.

The largest buyer was First Trust Advisors, adding an estimated $25.6M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 267 institutional investors held Appian (APPN) as of Q4 2021, down from 284 in Q3 2021.
  • Funds reported $1.82B of Appian stock for Q4 2021, down 31% quarter-over-quarter.
  • 49 funds opened new Appian positions in Q4 2021 and 63 closed out, a net change of -14 holders.
  • The largest Appian buyer in Q4 2021 was First Trust Advisors, an estimated $25.6M added.
  • The largest Appian seller in Q4 2021 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.