We are live on ! Find out more

172 hedge funds and large institutions have $1.09B invested in Appian in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

8% more funds holding

Funds holding: 159172 (+13)

1% more capital invested

Capital invested by funds: $1.07B → $1.09B (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.45% less ownership

Funds ownership: 82%78.55% (-3.5%)

34% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $20.5M

Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
44
Increased
60
Reduced
43
Closed
29
Calls
$13.6M
Puts
$20.5M
Net Calls
-$6.89M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
126
Benjamin F. Edwards & Company
Missouri
$39K +$25.6K +550 +128%
ASN
127
Advisory Services Network
Georgia
$34K +$18.6K +400 +92%
GEA
128
Glen Eagle Advisors
New Jersey
$29.2K
LC
129
Lindbrook Capital
California
$29K +$1.16K +25 +4%
KTC
130
Kistler-Tiffany Companies
Pennsylvania
$23K
HIA
131
Harbor Investment Advisory
Maryland
$22K
WCG
132
Weaver Consulting Group
California
$21K -$11.6K -249 -32%
CAGAS
133
Capital Advisory Group Advisory Services
Minnesota
$21K +$24.3K +523 New
TIM
134
Tortoise Investment Management
New York
$20K +$23.2K +500 New
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$19K
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$9.29K +200 +100%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$14K -$3.72K -80 -19%
ME
138
McIlrath & Eck
Washington
$14K
S
139
SignatureFD
Georgia
$14K +$7.99K +172 +94%
GSWM
140
Golden State Wealth Management
California
$13K +$15.1K +325 New
PA
141
Parallel Advisors
California
$9K +$1.39K +30 +15%
RMC
142
Resources Management Corp
Connecticut
$8K
CFGS
143
Concourse Financial Group Securities
Alabama
$8K +$4.18K +90 +78%
TCM
144
Tradewinds Capital Management
Washington
$8K +$9.29K +200 New
BFC
145
Bedel Financial Consulting
Indiana
$7K
SFS
146
Sowell Financial Services
Arkansas
$6K -$2.69K -58 -28%
GWMIA
147
Global Wealth Management Investment Advisory
Florida
$6K
MF
148
Manchester Financial
California
$6K +$6.55K +141 New
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.02K
ATC
150
Adirondack Trust Company
New York
$4K

APPN Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2020, worth a combined $1.09B — up 1.3% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APPN positions and 29 closed out — a net gain of 15 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $7.64M. The largest seller was D.E. Shaw & Co, cutting an estimated $17.7M.

  • 172 institutional investors held Appian (APPN) as of Q1 2020, up from 159 in Q4 2019.
  • Funds reported $1.09B of Appian stock for Q1 2020, up 1.3% quarter-over-quarter.
  • 44 funds opened new Appian positions in Q1 2020 and 29 closed out, a net change of +15 holders.
  • The largest Appian buyer in Q1 2020 was Abdiel Capital Advisors, an estimated $7.64M added.
  • The largest Appian seller in Q1 2020 was D.E. Shaw & Co, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2020.