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283 hedge funds and large institutions have $3.8B invested in Appian in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 77 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 77

22% more call options, than puts

Call options by funds: $183M | Put options by funds: $151M

2% more capital invested

Capital invested by funds: $3.74B → $3.8B (+$61M)

2.03% less ownership

Funds ownership: 72.2%70.17% (-2%)

12% less funds holding

Funds holding: 322283 (-39)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
283
Holders Change
-39
Holders Change %
-12.11%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
105
Reduced
77
Closed
74
Calls
$183M
Puts
$151M
Net Calls
+$32.8M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Shell Asset Management
Netherlands
$481K +$397K +3,495 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$475K
NFG
128
Next Financial Group
Texas
$462K +$24.2K +213 +7%
NL
129
NWAM LLC
Washington
$459K
US Bancorp
130
US Bancorp
Minnesota
$457K +$44.5K +392 +13%
WWM
131
Western Wealth Management
Colorado
$452K -$2.04K -18 -0.5%
ACM
132
Adalta Capital Management
New York
$448K +$60.2K +530 +19%
LFAS
133
Level Four Advisory Services
Texas
$446K +$368K +3,239 New
HSBC Holdings
134
HSBC Holdings
United Kingdom
$443K +$361K +3,176 New
AIP
135
Ameritas Investment Partners
Nebraska
$437K +$21.6K +190 +6%
NIM
136
Needham Investment Management
New York
$434K -$170K -1,500 -32%
IMRF
137
Illinois Municipal Retirement Fund
Illinois
$428K
SWM
138
Segment Wealth Management
Texas
$427K +$352K +3,100 New
PCIA
139
Prime Capital Investment Advisors
Kansas
$422K +$94.3K +830 +37%
LSA
140
Leonteq Securities AG
Switzerland
$420K +$56.8K +500 +20%
MFW
141
Meristem Family Wealth
Minnesota
$418K -$368K -3,239 -52%
RCAG
142
Rehmann Capital Advisory Group
Michigan
$416K +$332K +2,923 New
NFSG
143
Newbridge Financial Services Group
Florida
$412K -$4.54K -40 -1%
Prudential Financial
144
Prudential Financial
New Jersey
$400K +$28.2K +248 +9%
BWP
145
Baldwin Wealth Partners
Massachusetts
$399K
CAM
146
Cresset Asset Management
Illinois
$399K +$108K +953 +49%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$394K
Victory Capital Management
148
Victory Capital Management
Texas
$393K -$19.3K -170 -6%
BCV
149
Banque Cantonale Vaudoise
Switzerland
$381K +$209K +1,843 +200%
SWA
150
Stratos Wealth Advisors
Ohio
$380K +$454 +4 +0.1%

APPN Hedge Fund Activity: Q2 2021 in Review

283 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2021, worth a combined $3.8B — up 1.6% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of APPN and 36 opened new positions — a net loss of 38 holders — while 77 trimmed existing stakes and 105 added.

The largest buyer was First Trust Advisors, adding an estimated $46.3M. The largest seller was Fred Alger Management, exiting entirely with an estimated $87.4M sold.

  • 283 institutional investors held Appian (APPN) as of Q2 2021, down from 322 in Q1 2021.
  • Funds reported $3.8B of Appian stock for Q2 2021, up 1.6% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q2 2021 and 74 closed out, a net change of -38 holders.
  • The largest Appian buyer in Q2 2021 was First Trust Advisors, an estimated $46.3M added.
  • The largest Appian seller in Q2 2021 was Fred Alger Management, an estimated $87.4M sold.

Based on aggregated 13F filings for Q2 2021.