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322 hedge funds and large institutions have $3.74B invested in Appian in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 301322 (+21)

3% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 104

0% less call options, than puts

Call options by funds: $115M | Put options by funds: $115M

6.75% less ownership

Funds ownership: 78.95%72.2% (-6.7%)

23% less capital invested

Capital invested by funds: $4.84B → $3.74B (-$1.1B)

Holders
322
Holders Change
+21
Holders Change %
+6.98%
% of All Funds
5.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
63
Increased
107
Reduced
104
Closed
38
Calls
$115M
Puts
$115M
Net Calls
-$362K
Net Calls Change
+$86.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
126
Capital Investment Advisory Services
North Carolina
$728K +$21.2K +120 +2%
Luther King Capital Management (LKCM)
127
Luther King Capital Management (LKCM)
Texas
$713K -$3.55M -20,050 -79%
JRP
128
Jasper Ridge Partners
California
$700K
Balyasny Asset Management
129
Balyasny Asset Management
Illinois
$685K +$104K +590 +13%
RC
130
Roundview Capital
New Jersey
$681K -$9.5M -53,698 -91%
Two Sigma Advisers
131
Two Sigma Advisers
New York
$678K +$902K +5,100 New
AB
132
Amalgamated Bank
New York
$674K -$87.6K -495 -9%
Mirae Asset Global Investments
133
Mirae Asset Global Investments
South Korea
$674K +$897K +5,068 New
EGM
134
Engineers Gate Manager
New York
$637K +$380K +2,148 +81%
FAIM
135
Financial Advocates Investment Management
Washington
$631K -$34.7K -196 -4%
MML Investors Services
136
MML Investors Services
Massachusetts
$630K -$354 -2 -0%
FT
137
Fiduciary Trust
Massachusetts
$624K
NIM
138
Needham Investment Management
New York
$618K -$177K -1,000 -18%
Massachusetts Financial Services
139
Massachusetts Financial Services
Massachusetts
$616K +$820K +4,636 New
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$588K +$209K +1,184 +37%
Simplex Trading
141
Simplex Trading
Illinois
$578K -$111K -627 -13%
AFG
142
Allegheny Financial Group
Pennsylvania
$576K -$105K -591 -12%
Public Employees Retirement Association of Colorado
143
Public Employees Retirement Association of Colorado
Colorado
$570K
ACM
144
AlphaCrest Capital Management
New York
$521K +$693K +3,919 New
PM
145
Parametrica Management
Hong Kong
$507K +$704K +3,979 New
ESCM
146
Echo Street Capital Management
New York
$505K +$672K +3,798 New
APA
147
American Portfolios Advisors
New York
$500K +$241K +1,361 +57%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$489K +$108K +612 +20%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$458K -$29.2K -165 -5%
TRCT
150
Tower Research Capital (TRC)
New York
$458K +$208K +1,178 +52%

APPN Hedge Fund Activity: Q1 2021 in Review

322 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2021, worth a combined $3.74B — down 23% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new APPN positions and 38 closed out — a net gain of 25 holders — while 107 added to existing stakes and 104 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $67.2M. The largest seller was Morgan Stanley, cutting an estimated $292M.

  • 322 institutional investors held Appian (APPN) as of Q1 2021, up from 301 in Q4 2020.
  • Funds reported $3.74B of Appian stock for Q1 2021, down 23% quarter-over-quarter.
  • 63 funds opened new Appian positions in Q1 2021 and 38 closed out, a net change of +25 holders.
  • The largest Appian buyer in Q1 2021 was Two Sigma Investments, an estimated $67.2M added.
  • The largest Appian seller in Q1 2021 was Morgan Stanley, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2021.