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301 hedge funds and large institutions have $4.84B invested in Appian in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 29

141% more capital invested

Capital invested by funds: $2.01B → $4.84B (+$2.84B)

41% more funds holding

Funds holding: 214301 (+87)

28% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 67

3.36% less ownership

Funds ownership: 82.31%78.95% (-3.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less call options, than puts

Call options by funds: $157M | Put options by funds: $243M

Holders
301
Holders Change
+87
Holders Change %
+40.65%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
116
Increased
86
Reduced
67
Closed
29
Calls
$157M
Puts
$243M
Net Calls
-$86.6M
Net Calls Change
-$90.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
126
MML Investors Services
Massachusetts
$769K +$49.3K +440 +10%
FT
127
Fiduciary Trust
Massachusetts
$762K
SO
128
STRS Ohio
Ohio
$745K +$403K +3,600 +360%
Balyasny Asset Management
129
Balyasny Asset Management
Illinois
$740K +$511K +4,565 New
Brown Advisory
130
Brown Advisory
Maryland
$715K +$3.58K +32 +0.7%
ECM
131
ExodusPoint Capital Management
New York
$698K +$482K +4,308 New
Public Employees Retirement Association of Colorado
132
Public Employees Retirement Association of Colorado
Colorado
$695K
Twin Tree Management
133
Twin Tree Management
Texas
$693K +$478K +4,273 New
AG
134
Aperio Group
California
$625K +$432K +3,858 New
AIM
135
Aigen Investment Management
New York
$611K +$422K +3,772 New
AFG
136
Albion Financial Group
Utah
$603K +$417K +3,720 New
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$586K +$29.2K +261 +8%
EA
138
Ellsworth Advisors
Ohio
$579K +$47.9K +428 +14%
WSC
139
White Square Capital
United Kingdom
$560K +$387K +3,453 New
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$547K +$16.8K +150 +5%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$544K +$376K +3,355 New
NL
142
NWAM LLC
Washington
$533K +$368K +3,288 New
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$525K +$362K +3,237 New
VFM
144
Vivid Financial Management
California
$515K +$356K +3,179 New
Truist Financial
145
Truist Financial
North Carolina
$513K +$354K +3,162 New
WWM
146
Western Wealth Management
Colorado
$508K -$112 -1 -0%
IMRF
147
Illinois Municipal Retirement Fund
Illinois
$504K +$348K +3,109 New
CG
148
Cutler Group
California
$502K +$344K +3,069 +9,591%
AIP
149
Ameritas Investment Partners
Nebraska
$497K -$8.51K -76 -2%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$497K +$343K +3,064 New

APPN Hedge Fund Activity: Q4 2020 in Review

301 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2020, worth a combined $4.84B — up 141% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new APPN positions and 29 closed out — a net gain of 87 holders — while 86 added to existing stakes and 67 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $125M. The largest seller was Abdiel Capital Advisors, cutting an estimated $216M.

  • 301 institutional investors held Appian (APPN) as of Q4 2020, up from 214 in Q3 2020.
  • Funds reported $4.84B of Appian stock for Q4 2020, up 141% quarter-over-quarter.
  • 116 funds opened new Appian positions in Q4 2020 and 29 closed out, a net change of +87 holders.
  • The largest Appian buyer in Q4 2020 was Fred Alger Management, an estimated $125M added.
  • The largest Appian seller in Q4 2020 was Abdiel Capital Advisors, an estimated $216M sold.

Based on aggregated 13F filings for Q4 2020.