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209 hedge funds and large institutions have $1.46B invested in Appian in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

65% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 43

34% more capital invested

Capital invested by funds: $1.09B → $1.46B (+$372M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 172209 (+37)

2.83% more ownership

Funds ownership: 78.55%81.37% (+2.8%)

52% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $65.1M

Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
65
Increased
71
Reduced
43
Closed
27
Calls
$31.4M
Puts
$65.1M
Net Calls
-$33.6M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
126
American Portfolios Advisors
New York
$178K +$89.2K +1,828 +111%
CAGAS
127
Capital Advisory Group Advisory Services
Minnesota
$173K +$139K +2,855 +546%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$172K +$68K +1,394 +71%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$164K -$104K -2,138 -40%
AIP
130
Ameritas Investment Partners
Nebraska
$157K -$7.66K -157 -5%
VFA
131
Valeo Financial Advisors
Indiana
$150K +$38.6K +791 +37%
BWP
132
Baldwin Wealth Partners
Massachusetts
$128K +$24.4K +500 +25%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$127K -$1.21M -24,811 -91%
GT
134
Glenmede Trust
Pennsylvania
$124K +$120K +2,456 New
RE
135
RBC Europe
United Kingdom
$118K +$2.44K +50 +2%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$114K -$470K -9,643 -81%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$111K
PAG
138
Private Advisor Group
New Jersey
$100K +$95.2K +1,952 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$96K +$44K +902 +93%
AF
140
Advisornet Financial
Minnesota
$73K
CAN
141
Cetera Advisor Networks
California
$70K +$66.9K +1,372 New
WAM
142
Wolverine Asset Management
Illinois
$70K +$67.5K +1,383 New
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$66K +$61.2K +1,255 New
CHA
144
Carmichael Hill & Associates
Maryland
$51K -$29.3K -600 -38%
LF
145
Lee Financial
Texas
$51K +$48.8K +1,000 New
BFEC
146
Benjamin F. Edwards & Company
Missouri
$50K
US Bancorp
147
US Bancorp
Minnesota
$45K -$24.1K -493 -36%
WCG
148
Weaver Consulting Group
California
$38K +$10.9K +224 +43%
S
149
SignatureFD
Georgia
$38K +$19.1K +392 +110%
GEA
150
Glen Eagle Advisors
New Jersey
$37.2K

APPN Hedge Fund Activity: Q2 2020 in Review

209 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2020, worth a combined $1.46B — up 34% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new APPN positions and 27 closed out — a net gain of 38 holders — while 71 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $22.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $32.1M.

  • 209 institutional investors held Appian (APPN) as of Q2 2020, up from 172 in Q1 2020.
  • Funds reported $1.46B of Appian stock for Q2 2020, up 34% quarter-over-quarter.
  • 65 funds opened new Appian positions in Q2 2020 and 27 closed out, a net change of +38 holders.
  • The largest Appian buyer in Q2 2020 was Abdiel Capital Advisors, an estimated $22.9M added.
  • The largest Appian seller in Q2 2020 was D.E. Shaw & Co, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2020.