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267 hedge funds and large institutions have $1.82B invested in Appian in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $66M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.4% less ownership

Funds ownership: 71.69%70.29% (-1.4%)

6% less funds holding

Funds holding: 284267 (-17)

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

31% less capital invested

Capital invested by funds: $2.63B → $1.82B (-$809M)

Holders
267
Holders Change
-17
Holders Change %
-5.99%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
71
Reduced
89
Closed
63
Calls
$66.6M
Puts
$66M
Net Calls
+$634K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
126
MML Investors Services
Massachusetts
$299K -$2K -24 -0.5%
FAIM
127
Financial Advocates Investment Management
Washington
$298K -$81.9K -985 -18%
Truist Financial
128
Truist Financial
North Carolina
$295K -$17K -205 -4%
AFG
129
Albion Financial Group
Utah
$293K -$2.74K -33 -0.7%
NFG
130
Next Financial Group
Texas
$283K +$64K +770 +22%
AFG
131
Allegheny Financial Group
Pennsylvania
$282K
CAM
132
ClariVest Asset Management
California
$279K -$25.6K -308 -7%
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$279K
CGH
134
Crossmark Global Holdings
Texas
$262K +$334K +4,020 New
CCIA
135
Cherry Creek Investment Advisors
Colorado
$261K
C
136
Certuity
Florida
$257K -$134K -1,612 -29%
APA
137
American Portfolios Advisors
New York
$248K -$24.4K -294 -7%
AIM
138
Aigen Investment Management
New York
$248K +$65.9K +793 +28%
CIM
139
CIM Investment Management
Pennsylvania
$237K +$301K +3,627 New
ED
140
Exane Derivatives
France
$223K +$285K +3,424 New
Cerity Partners
141
Cerity Partners
New York
$221K +$281K +3,383 New
NL
142
NWAM LLC
Washington
$220K +$3.16K +38 +1%
SAM
143
Shell Asset Management
Netherlands
$219K +$831 +10 +0.3%
RJA
144
Raymond James & Associates
Florida
$216K -$111K -1,339 -29%
WWM
145
Western Wealth Management
Colorado
$210K +$267K +3,210 New
ACM
146
Adalta Capital Management
New York
$206K
AIP
147
Ameritas Investment Partners
Nebraska
$206K
NIM
148
Needham Investment Management
New York
$205K
BWP
149
Baldwin Wealth Partners
Massachusetts
$189K
NFSG
150
Newbridge Financial Services Group
Florida
$185K -$10.4K -125 -4%

APPN Hedge Fund Activity: Q4 2021 in Review

267 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2021, worth a combined $1.82B — down 31% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of APPN and 49 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 71 added.

The largest buyer was First Trust Advisors, adding an estimated $25.6M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 267 institutional investors held Appian (APPN) as of Q4 2021, down from 284 in Q3 2021.
  • Funds reported $1.82B of Appian stock for Q4 2021, down 31% quarter-over-quarter.
  • 49 funds opened new Appian positions in Q4 2021 and 63 closed out, a net change of -14 holders.
  • The largest Appian buyer in Q4 2021 was First Trust Advisors, an estimated $25.6M added.
  • The largest Appian seller in Q4 2021 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.