We are live on ! Find out more

203 hedge funds and large institutions have $1.08B invested in Appian in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $5.14M

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

6% more funds holding

Funds holding: 192203 (+11)

6.8% less ownership

Funds ownership: 83.58%76.78% (-6.8%)

8% less capital invested

Capital invested by funds: $1.17B → $1.08B (-$93.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
61
Reduced
55
Closed
31
Calls
$8.38M
Puts
$5.14M
Net Calls
+$3.25M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
101
Synergy Financial Group
California
$299K -$7.65K -214 -2%
PFSRSONJ
102
Police & Firemen's Retirement System of New Jersey
New Jersey
$297K +$322K +9,008 New
ASRS
103
Arizona State Retirement System
Arizona
$295K -$18K -505 -5%
Handelsbanken Fonder
104
Handelsbanken Fonder
Sweden
$284K +$39.3K +1,100 +15%
CCIA
105
Campbell & Co Investment Adviser
Maryland
$278K -$63.3K -1,772 -17%
OC
106
Oppenheimer & Co
New York
$270K +$14.3K +400 +5%
Ameriprise
107
Ameriprise
Minnesota
$268K +$290K +8,121 New
LPL Financial
108
LPL Financial
California
$262K -$67.8K -1,897 -19%
SGI
109
Summit Global Investments
Utah
$256K +$277K +7,763 New
MF
110
Magnetar Financial
Illinois
$249K +$269K +7,538 New
BCM
111
Bayesian Capital Management
New York
$246K +$3.57K +100 +1%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$225K -$4.9K -137 -2%
ET
113
Entropy Technologies
New York
$208K +$225K +6,300 New
Allianz Asset Management
114
Allianz Asset Management
Germany
$204K +$222K +6,200 New
SG Americas Securities
115
SG Americas Securities
New York
$196K -$204K -5,717 -49%
KK
116
KLP Kapitalforvaltning
Norway
$181K +$197K +5,500 New
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$141K
AIP
118
Ameritas Investment Partners
Nebraska
$137K
Russell Investments Group
119
Russell Investments Group
United Kingdom
$125K +$125K +3,498 +1,245%
Simplex Trading
120
Simplex Trading
Illinois
$115K +$83K +2,322 +194%
Group One Trading
121
Group One Trading
Illinois
$114K -$26.3K -735 -17%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$106K -$204K -5,698 -64%
SOW
123
State of Wyoming
Wyoming
$99.2K -$129K -3,601 -54%
AFG
124
Albion Financial Group
Utah
$85.6K +$1.43K +40 +2%
Canada Pension Plan Investment Board
125
Canada Pension Plan Investment Board
Ontario, Canada
$75.9K +$17.9K +500 +28%

APPN Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2024, worth a combined $1.08B — down 7.9% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APPN positions and 31 closed out — a net gain of 13 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.99M. The largest seller was Morgan Stanley, cutting an estimated $84.4M.

  • 203 institutional investors held Appian (APPN) as of Q4 2024, up from 192 in Q3 2024.
  • Funds reported $1.08B of Appian stock for Q4 2024, down 7.9% quarter-over-quarter.
  • 44 funds opened new Appian positions in Q4 2024 and 31 closed out, a net change of +13 holders.
  • The largest Appian buyer in Q4 2024 was Goldman Sachs, an estimated $7.99M added.
  • The largest Appian seller in Q4 2024 was Morgan Stanley, an estimated $84.4M sold.

Based on aggregated 13F filings for Q4 2024.