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167 hedge funds and large institutions have $1.33B invested in Appian in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

58% more capital invested

Capital invested by funds: $843M → $1.33B (+$489M)

28% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $17.2M

18% more funds holding

Funds holding: 142167 (+25)

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

9.51% more ownership

Funds ownership: 74.54%84.04% (+9.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
167
Holders Change
+25
Holders Change %
+17.61%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
52
Increased
51
Reduced
44
Closed
25
Calls
$22.1M
Puts
$17.2M
Net Calls
+$4.82M
Net Calls Change
+$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
126
Victory Capital Management
Texas
$100K +$98.2K +2,097 New
BWP
127
Baldwin Wealth Partners
Massachusetts
$95K
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$93K
APA
129
American Portfolios Advisors
New York
$62.2K -$40.3K -860 -40%
US Bancorp
130
US Bancorp
Minnesota
$44K -$9.69K -207 -18%
VFA
131
Valeo Financial Advisors
Indiana
$41K +$936 +20 +2%
TRCT
132
Tower Research Capital (TRC)
New York
$40K +$36.9K +788 +1,433%
TC
133
Truvestments Capital
Florida
$37K +$10.3K +220 +40%
IA
134
IFP Advisors
Florida
$36K +$36.3K +775 New
GEA
135
Glen Eagle Advisors
New Jersey
$34.4K +$5.85K +125 +21%
LC
136
Lindbrook Capital
California
$33K
WCG
137
Weaver Consulting Group
California
$31K
KTC
138
Kistler-Tiffany Companies
Pennsylvania
$28K
Fidelity Investments
139
Fidelity Investments
Massachusetts
$28K +$22.4K +478 +451%
CAGAS
140
Capital Advisory Group Advisory Services
Minnesota
$25K
PCIA
141
Prime Capital Investment Advisors
Kansas
$24K +$23.8K +509 New
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$23K
BFEC
143
Benjamin F. Edwards & Company
Missouri
$18K
ME
144
McIlrath & Eck
Washington
$17K
PA
145
Parallel Advisors
California
$15K +$8.76K +187 +157%
NSIM
146
North Star Investment Management
Illinois
$14K +$14K +300 New
RCAG
147
Rehmann Capital Advisory Group
Michigan
$13.5K
S
148
SignatureFD
Georgia
$12K -$5.9K -126 -34%
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$9.36K +200 New
RMC
150
Resources Management Corp
Connecticut
$10K +$9.36K +200 New

APPN Hedge Fund Activity: Q3 2019 in Review

167 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2019, worth a combined $1.33B — up 58% from $843M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 25 closed out — a net gain of 27 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $104M. The largest seller was First Trust Advisors, cutting an estimated $21.7M.

  • 167 institutional investors held Appian (APPN) as of Q3 2019, up from 142 in Q2 2019.
  • Funds reported $1.33B of Appian stock for Q3 2019, up 58% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2019 and 25 closed out, a net change of +27 holders.
  • The largest Appian buyer in Q3 2019 was Baillie Gifford & Co, an estimated $104M added.
  • The largest Appian seller in Q3 2019 was First Trust Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q3 2019.