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194 hedge funds and large institutions have $1.02B invested in Appian in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

10.59% more ownership

Funds ownership: 69.74%80.33% (+11%)

6% less funds holding

Funds holding: 207194 (-13)

13% less capital invested

Capital invested by funds: $1.18B → $1.02B (-$158M)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

51% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $25.4M

Holders
194
Holders Change
-13
Holders Change %
-6.28%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
58
Reduced
47
Closed
50
Calls
$12.4M
Puts
$25.4M
Net Calls
-$13M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$207K -$86.9K -2,650 -28%
TRCT
102
Tower Research Capital (TRC)
New York
$186K +$197K +6,005 +40,033%
US Bancorp
103
US Bancorp
Minnesota
$141K -$65K -1,980 -30%
Group One Trading
104
Group One Trading
Illinois
$135K +$143K +4,374 New
Public Employees Retirement Association of Colorado
105
Public Employees Retirement Association of Colorado
Colorado
$132K
AIP
106
Ameritas Investment Partners
Nebraska
$129K
PCM
107
Penserra Capital Management
California
$128K -$5.97K -182 -4%
PAS
108
Point72 Asia (Singapore)
Singapore
$127K +$35.7K +1,088 +36%
PHK
109
Point72 Hong Kong
Hong Kong
$121K +$128K +3,910 New
NC
110
nVerses Capital
Florida
$105K +$112K +3,400 New
EC
111
EntryPoint Capital
New York
$96.5K -$44.6K -1,358 -30%
Canada Pension Plan Investment Board
112
Canada Pension Plan Investment Board
Ontario, Canada
$95.7K +$102K +3,100 New
CC
113
Cypress Capital
Tennessee
$92.6K +$98.4K +3,000 New
QT
114
Quantbot Technologies
New York
$83.4K +$88.6K +2,702 New
AFG
115
Albion Financial Group
Utah
$77.2K +$2.3K +70 +3%
CWP
116
Concord Wealth Partners
Virginia
$65.4K
NICM
117
Neo Ivy Capital Management
New York
$65K +$69.3K +2,112 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$61.2K +$15.5K +471 +31%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$46K +$4.56K +139 +10%
AB
120
Amalgamated Bank
New York
$43K
BCWM
121
Bartlett & Co Wealth Management
Ohio
$23.1K
S
122
SignatureFD
Georgia
$18.1K
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.9K -$886 -27 -5%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$15.7K +$1.05K +32 +7%
BWP
125
Baldwin Wealth Partners
Massachusetts
$15.4K

APPN Hedge Fund Activity: Q2 2024 in Review

194 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2024, worth a combined $1.02B — down 13% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of APPN and 38 opened new positions — a net loss of 12 holders — while 47 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $87.3M. The largest seller was Mirae Asset Global Investments, cutting an estimated $11.8M.

  • 194 institutional investors held Appian (APPN) as of Q2 2024, down from 207 in Q1 2024.
  • Funds reported $1.02B of Appian stock for Q2 2024, down 13% quarter-over-quarter.
  • 38 funds opened new Appian positions in Q2 2024 and 50 closed out, a net change of -12 holders.
  • The largest Appian buyer in Q2 2024 was Morgan Stanley, an estimated $87.3M added.
  • The largest Appian seller in Q2 2024 was Mirae Asset Global Investments, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2024.