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214 hedge funds and large institutions have $2.01B invested in Appian in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $1.46B → $2.01B (+$547M)

25% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 55

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

13% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $30.6M

2% more funds holding

Funds holding: 209214 (+5)

0.93% more ownership

Funds ownership: 81.37%82.31% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
69
Reduced
55
Closed
33
Calls
$34.8M
Puts
$30.6M
Net Calls
+$4.12M
Net Calls Change
+$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
126
Western Wealth Management
Colorado
$203K +$170K +3,138 New
APA
127
American Portfolios Advisors
New York
$168K -$47.8K -884 -25%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$168K +$39.8K +735 +39%
BWP
129
Baldwin Wealth Partners
Massachusetts
$162K
Russell Investments Group
130
Russell Investments Group
United Kingdom
$160K
VFA
131
Valeo Financial Advisors
Indiana
$156K -$28.2K -522 -18%
RE
132
RBC Europe
United Kingdom
$149K
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$148K +$6.01K +111 +5%
NFG
134
Next Financial Group
Texas
$138K +$115K +2,132 New
GWS
135
Glassman Wealth Services
Virginia
$130K +$108K +2,000 New
NICM
136
Neo Ivy Capital Management
New York
$125K -$85.1K -1,572 -45%
GT
137
Glenmede Trust
Pennsylvania
$122K -$30.4K -562 -23%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$111K +$22.5K +415 +33%
Group One Trading
139
Group One Trading
Illinois
$100K +$83.3K +1,540 New
CHA
140
Carmichael Hill & Associates
Maryland
$97K +$27.1K +500 +50%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$86K +$46K +850 +179%
US Bancorp
142
US Bancorp
Minnesota
$83K +$21.8K +402 +45%
AF
143
Advisornet Financial
Minnesota
$78K -$11.3K -208 -15%
PCIA
144
Prime Capital Investment Advisors
Kansas
$69K +$29.7K +549 +105%
LF
145
Lee Financial
Texas
$65K
ASN
146
Advisory Services Network
Georgia
$65K +$54.7K +1,010 New
BFEC
147
Benjamin F. Edwards & Company
Missouri
$64K
SO
148
STRS Ohio
Ohio
$64K +$54.1K +1,000 New
WCG
149
Weaver Consulting Group
California
$62K +$10.8K +200 +27%
QT
150
Quantbot Technologies
New York
$53K -$229K -4,231 -84%

APPN Hedge Fund Activity: Q3 2020 in Review

214 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2020, worth a combined $2.01B — up 38% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APPN positions and 33 closed out — a net gain of 6 holders — while 69 added to existing stakes and 55 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $116M. The largest seller was D.E. Shaw & Co, cutting an estimated $11.3M.

  • 214 institutional investors held Appian (APPN) as of Q3 2020, up from 209 in Q2 2020.
  • Funds reported $2.01B of Appian stock for Q3 2020, up 38% quarter-over-quarter.
  • 39 funds opened new Appian positions in Q3 2020 and 33 closed out, a net change of +6 holders.
  • The largest Appian buyer in Q3 2020 was Baillie Gifford & Co, an estimated $116M added.
  • The largest Appian seller in Q3 2020 was D.E. Shaw & Co, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2020.