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269 hedge funds and large institutions have $1.7B invested in Appian in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $41.1M

11% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 45

1% more funds holding

Funds holding: 267269 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.7% less ownership

Funds ownership: 70.29%68.59% (-1.7%)

6% less capital invested

Capital invested by funds: $1.82B → $1.7B (-$114M)

23% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 86

Holders
269
Holders Change
+2
Holders Change %
+0.75%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
66
Reduced
86
Closed
45
Calls
$46.9M
Puts
$41.1M
Net Calls
+$5.77M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
101
Paloma Partners
Connecticut
$530K +$495K +8,718 New
CAM
102
ClariVest Asset Management
California
$525K +$247K +4,355 +102%
Los Angeles Capital Management
103
Los Angeles Capital Management
California
$503K
VFA
104
Valeo Financial Advisors
Indiana
$499K -$1.19K -21 -0.3%
RC
105
Roundview Capital
New Jersey
$490K +$457K +8,052 New
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$488K -$28.5K -502 -6%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$473K -$303K -5,345 -41%
GAM
108
Gotham Asset Management
New York
$445K +$415K +7,310 New
FHA
109
Flagship Harbor Advisors
Massachusetts
$438K +$25K +440 +7%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$434K -$170 -3 -0%
Principal Financial Group
111
Principal Financial Group
Iowa
$434K +$25.8K +454 +7%
DADC
112
D.A. Davidson & Co
Montana
$418K -$10.1K -178 -3%
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$416K -$7.77K -137 -2%
Handelsbanken Fonder
114
Handelsbanken Fonder
Sweden
$414K
AB
115
Amalgamated Bank
New York
$392K -$27.4K -483 -7%
AF
116
Amalgamated Financial
New York
$392K +$365K +6,440 New
SG Americas Securities
117
SG Americas Securities
New York
$381K -$1.04M -18,367 -75%
IF
118
Insight Folios
North Carolina
$380K -$3.74K -66 -1%
US Bancorp
119
US Bancorp
Minnesota
$355K +$24.9K +439 +8%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$354K -$396K -6,974 -54%
AG
121
Algert Global
California
$354K +$330K +5,822 New
WWM
122
Western Wealth Management
Colorado
$342K +$136K +2,400 +75%
Creative Planning
123
Creative Planning
Kansas
$325K -$136K -2,397 -31%
JRP
124
Jasper Ridge Partners
California
$320K
SO
125
STRS Ohio
Ohio
$304K

APPN Hedge Fund Activity: Q1 2022 in Review

269 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2022, worth a combined $1.7B — down 6.3% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new APPN positions and 45 closed out — a net gain of 5 holders — while 66 added to existing stakes and 86 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $38.1M. The largest seller was Morgan Stanley, cutting an estimated $20.9M.

  • 269 institutional investors held Appian (APPN) as of Q1 2022, up from 267 in Q4 2021.
  • Funds reported $1.7B of Appian stock for Q1 2022, down 6.3% quarter-over-quarter.
  • 50 funds opened new Appian positions in Q1 2022 and 45 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q1 2022 was Abdiel Capital Advisors, an estimated $38.1M added.
  • The largest Appian seller in Q1 2022 was Morgan Stanley, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2022.