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284 hedge funds and large institutions have $2.63B invested in Appian in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

1.53% more ownership

Funds ownership: 70.17%71.69% (+1.5%)

6% more call options, than puts

Call options by funds: $102M | Put options by funds: $96.3M

0% more funds holding

Funds holding: 283284 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less capital invested

Capital invested by funds: $3.8B → $2.63B (-$1.18B)

Holders
284
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
87
Reduced
72
Closed
47
Calls
$102M
Puts
$96.3M
Net Calls
+$5.37M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IMRF
126
Illinois Municipal Retirement Fund
Illinois
$446K +$190K +1,711 +55%
Truist Financial
127
Truist Financial
North Carolina
$439K -$2.99K -27 -0.6%
FT
128
Fiduciary Trust
Massachusetts
$435K
RJA
129
Raymond James & Associates
Florida
$430K -$382K -3,446 -43%
US Bancorp
130
US Bancorp
Minnesota
$429K +$147K +1,325 +40%
BC
131
BIT Capital
Germany
$427K +$511K +4,615 New
MML Investors Services
132
MML Investors Services
Massachusetts
$426K -$6.54K -59 -1%
CAM
133
ClariVest Asset Management
California
$422K -$24.7K -223 -5%
AFG
134
Albion Financial Group
Utah
$418K +$78.8K +711 +19%
Twin Tree Management
135
Twin Tree Management
Texas
$407K -$89.3K -806 -15%
PHK
136
Point72 Hong Kong
Hong Kong
$407K +$488K +4,403 New
AFG
137
Allegheny Financial Group
Pennsylvania
$401K
XT
138
XTX Topco
Cayman Islands
$399K +$477K +4,310 New
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$396K
APA
140
American Portfolios Advisors
New York
$379K -$44.3K -400 -9%
TC
141
TwinBeech Capital
New York
$375K +$449K +4,052 New
Walleye Trading
142
Walleye Trading
New York
$373K +$447K +4,033 New
CCIA
143
Cherry Creek Investment Advisors
Colorado
$370K
OCAM
144
Onex Canada Asset Management
Ontario, Canada
$366K +$438K +3,957 New
DTL
145
Dynamic Technology Lab
Singapore
$365K +$438K +3,950 New
NFG
146
Next Financial Group
Texas
$330K +$24.2K +218 +7%
Janus Henderson Group
147
Janus Henderson Group
United Kingdom
$328K +$393K +3,550 New
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$319K
SAM
149
Shell Asset Management
Netherlands
$309K -$16.6K -150 -4%
NL
150
NWAM LLC
Washington
$308K

APPN Hedge Fund Activity: Q3 2021 in Review

284 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2021, worth a combined $2.63B — down 31% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 47 closed out — a net gain of 5 holders — while 87 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.5M.

  • 284 institutional investors held Appian (APPN) as of Q3 2021, up from 283 in Q2 2021.
  • Funds reported $2.63B of Appian stock for Q3 2021, down 31% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2021 and 47 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q3 2021 was Morgan Stanley, an estimated $83.1M added.
  • The largest Appian seller in Q3 2021 was Lord, Abbett & Co, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2021.