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243 hedge funds and large institutions have $1.4B invested in Appian in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 91 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $23.5M

3.56% more ownership

Funds ownership: 68.59%72.15% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 269243 (-26)

18% less capital invested

Capital invested by funds: $1.7B → $1.4B (-$307M)

39% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 51

45% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 91

Holders
243
Holders Change
-26
Holders Change %
-9.67%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
50
Reduced
91
Closed
51
Calls
$43.9M
Puts
$23.5M
Net Calls
+$20.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
101
Prudential Financial
New Jersey
$375K +$398K +7,927 New
CGH
102
Crossmark Global Holdings
Texas
$370K -$58.8K -1,170 -13%
Group One Trading
103
Group One Trading
Illinois
$369K +$392K +7,790 New
Barclays
104
Barclays
United Kingdom
$352K -$498K -9,901 -57%
FHA
105
Flagship Harbor Advisors
Massachusetts
$341K
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$338K -$151 -3 -0%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$337K -$33.2K -660 -8%
DADC
108
D.A. Davidson & Co
Montana
$326K +$101 +2 +0%
Handelsbanken Fonder
109
Handelsbanken Fonder
Sweden
$322K
ProShare Advisors
110
ProShare Advisors
Maryland
$302K -$182K -3,622 -36%
AB
111
Amalgamated Bank
New York
$300K -$4.98K -99 -2%
TSS
112
Two Sigma Securities
New York
$294K -$259K -5,157 -45%
Principal Financial Group
113
Principal Financial Group
Iowa
$294K -$46.7K -930 -13%
WWM
114
Western Wealth Management
Colorado
$262K -$6.53K -130 -2%
CCA
115
Cobblestone Capital Advisors
New York
$259K -$312K -6,207 -53%
Creative Planning
116
Creative Planning
Kansas
$252K -$754 -15 -0.3%
SO
117
STRS Ohio
Ohio
$251K +$15.1K +300 +6%
JRP
118
Jasper Ridge Partners
California
$249K
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$246K -$82.9K -1,650 -24%
LCM
120
Lattice Capital Management
Washington
$238K
CIAS
121
Capital Investment Advisory Services
North Carolina
$224K -$5.03K -100 -2%
FT
122
Fiduciary Trust
Massachusetts
$213K
QT
123
Quantbot Technologies
New York
$209K -$8.34K -166 -4%
AFG
124
Allegheny Financial Group
Pennsylvania
$205K
Public Employees Retirement Association of Colorado
125
Public Employees Retirement Association of Colorado
Colorado
$203K

APPN Hedge Fund Activity: Q2 2022 in Review

243 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2022, worth a combined $1.4B — down 18% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of APPN and 31 opened new positions — a net loss of 20 holders — while 91 trimmed existing stakes and 50 added.

The largest buyer was Abdiel Capital Advisors, adding an estimated $119M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $10.2M sold.

  • 243 institutional investors held Appian (APPN) as of Q2 2022, down from 269 in Q1 2022.
  • Funds reported $1.4B of Appian stock for Q2 2022, down 18% quarter-over-quarter.
  • 31 funds opened new Appian positions in Q2 2022 and 51 closed out, a net change of -20 holders.
  • The largest Appian buyer in Q2 2022 was Abdiel Capital Advisors, an estimated $119M added.
  • The largest Appian seller in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2022.