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209 hedge funds and large institutions have $1.28B invested in Appian in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $10.5M

40% more capital invested

Capital invested by funds: $915M → $1.28B (+$368M)

1.52% more ownership

Funds ownership: 68.44%69.97% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

1% less funds holding

Funds holding: 212209 (-3)

Holders
209
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
61
Reduced
64
Closed
36
Calls
$19.7M
Puts
$10.5M
Net Calls
+$9.2M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Cutler Group
California
$202K +$33.8K +835 +22%
Victory Capital Management
102
Victory Capital Management
Texas
$200K +$182K +4,508 New
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$190K
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$186K
EMG
105
ETF Managers Group
New Jersey
$179K +$163K +4,040 New
SG Americas Securities
106
SG Americas Securities
New York
$174K -$17K -421 -10%
AFG
107
Albion Financial Group
Utah
$167K +$9.9K +245 +7%
DFCM
108
Dark Forest Capital Management
Puerto Rico
$154K +$140K +3,464 New
US Bancorp
109
US Bancorp
Minnesota
$148K +$24.9K +617 +23%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$142K -$146K -3,605 -53%
AIP
111
Ameritas Investment Partners
Nebraska
$141K
VWM
112
Venturi Wealth Management
Texas
$116K +$106K +2,621 New
Allspring Global Investments
113
Allspring Global Investments
North Carolina
$113K -$7.64K -189 -7%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$94.7K -$14.1K -348 -14%
BWP
115
Baldwin Wealth Partners
Massachusetts
$88.8K
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$88.8K
Fidelity Investments
117
Fidelity Investments
Massachusetts
$84.4K +$19.8K +491 +35%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$76.8K -$3.07K -76 -4%
ASN
119
Advisory Services Network
Georgia
$70.3K -$4.73K -117 -7%
Point72 Asset Management
120
Point72 Asset Management
Connecticut
$62.8K +$57.2K +1,415 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$62K -$3.76K -93 -6%
NFSG
122
Newbridge Financial Services Group
Florida
$45.5K -$40.4K -1,000 -49%
S
123
SignatureFD
Georgia
$36.1K +$8.93K +221 +37%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$34K +$27.5K +680 +850%
BCWM
125
Bartlett & Co Wealth Management
Ohio
$33.3K

APPN Hedge Fund Activity: Q1 2023 in Review

209 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2023, worth a combined $1.28B — up 40% from $915M a quarter earlier.

Fund positioning in APPN was balanced in Q1 2023: 36 funds opened new positions, 36 closed out, 61 added to existing stakes and 64 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $52.5M. The largest seller was Citadel Advisors, cutting an estimated $18.4M.

  • 209 institutional investors held Appian (APPN) as of Q1 2023, down from 212 in Q4 2022.
  • Funds reported $1.28B of Appian stock for Q1 2023, up 40% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q1 2023 and 36 closed out, a net change of 0 holders.
  • The largest Appian buyer in Q1 2023 was Abdiel Capital Advisors, an estimated $52.5M added.
  • The largest Appian seller in Q1 2023 was Citadel Advisors, an estimated $18.4M sold.

Based on aggregated 13F filings for Q1 2023.