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211 hedge funds and large institutions have $1.44B invested in Appian in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $9.77M

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $1.28B → $1.44B (+$155M)

2.5% more ownership

Funds ownership: 69.97%72.47% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

1% more funds holding

Funds holding: 209211 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
65
Reduced
60
Closed
25
Calls
$21.5M
Puts
$9.77M
Net Calls
+$11.7M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
101
Ashton Thomas Private Wealth
Arizona
$269K +$238K +5,650 New
YIH
102
Y-Intercept (HK)
Hong Kong
$251K +$10.1K +239 +5%
JRP
103
Jasper Ridge Partners
California
$250K
FRM
104
Fox Run Management
Connecticut
$244K +$216K +5,134 New
Principal Financial Group
105
Principal Financial Group
Iowa
$231K +$204K +4,848 New
SSA
106
Schonfeld Strategic Advisors
New York
$228K +$202K +4,800 New
MNBTD
107
Moody National Bank Trust Division
Texas
$226K -$27.5K -652 -12%
Prudential Financial
108
Prudential Financial
New Jersey
$219K -$245K -5,820 -56%
Victory Capital Management
109
Victory Capital Management
Texas
$210K -$4.3K -102 -2%
Public Employees Retirement Association of Colorado
110
Public Employees Retirement Association of Colorado
Colorado
$204K
RJFSA
111
Raymond James Financial Services Advisors
Florida
$202K +$179K +4,238 New
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$199K
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$187K +$29.8K +708 +22%
AIP
114
Ameritas Investment Partners
Nebraska
$166K +$12.9K +306 +10%
Group One Trading
115
Group One Trading
Illinois
$158K +$139K +3,310 New
US Bancorp
116
US Bancorp
Minnesota
$156K -$3.08K -73 -2%
CG
117
Cutler Group
California
$150K -$58.5K -1,387 -30%
VWM
118
Venturi Wealth Management
Texas
$134K +$8.43K +200 +8%
SG Americas Securities
119
SG Americas Securities
New York
$118K -$60.4K -1,434 -37%
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$109K +$6.62K +157 +7%
AFG
121
Albion Financial Group
Utah
$108K -$62.5K -1,482 -39%
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$102K -$16.8K -398 -16%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$96.1K +$801 +19 +1%
BWP
124
Baldwin Wealth Partners
Massachusetts
$95.2K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$89.1K +$5.98K +142 +8%

APPN Hedge Fund Activity: Q2 2023 in Review

211 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2023, worth a combined $1.44B — up 12% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new APPN positions and 25 closed out — a net gain of 4 holders — while 65 added to existing stakes and 60 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $16M. The largest seller was Hawk Ridge Capital Management, cutting an estimated $16.6M.

  • 211 institutional investors held Appian (APPN) as of Q2 2023, up from 209 in Q1 2023.
  • Funds reported $1.44B of Appian stock for Q2 2023, up 12% quarter-over-quarter.
  • 29 funds opened new Appian positions in Q2 2023 and 25 closed out, a net change of +4 holders.
  • The largest Appian buyer in Q2 2023 was Baillie Gifford & Co, an estimated $16M added.
  • The largest Appian seller in Q2 2023 was Hawk Ridge Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.