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269 hedge funds and large institutions have $1.7B invested in Appian in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $41.1M

11% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 45

1% more funds holding

Funds holding: 267269 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.7% less ownership

Funds ownership: 70.29%68.59% (-1.7%)

6% less capital invested

Capital invested by funds: $1.82B → $1.7B (-$114M)

23% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 86

Holders
269
Holders Change
+2
Holders Change %
+0.75%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
66
Reduced
86
Closed
45
Calls
$46.9M
Puts
$41.1M
Net Calls
+$5.77M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
EMG
126
ETF Managers Group
New Jersey
$294K -$71.4K -1,259 -21%
CIAS
127
Capital Investment Advisory Services
North Carolina
$293K
QT
128
Quantbot Technologies
New York
$278K +$260K +4,580 New
FT
129
Fiduciary Trust
Massachusetts
$273K -$11.3K -200 -4%
Truist Financial
130
Truist Financial
North Carolina
$273K -$1.93K -34 -0.7%
BFM
131
Boothbay Fund Management
New York
$272K +$254K +4,470 New
LCM
132
Lattice Capital Management
Washington
$267K
AWS
133
Atria Wealth Solutions
New York
$265K +$248K +4,363 New
AFG
134
Allegheny Financial Group
Pennsylvania
$263K
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$261K
FAIM
136
Financial Advocates Investment Management
Washington
$258K -$18.4K -325 -7%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$254K -$42.1K -743 -15%
AFG
138
Albion Financial Group
Utah
$247K -$24.2K -427 -10%
MML Investors Services
139
MML Investors Services
Massachusetts
$243K -$32.8K -579 -13%
CCIA
140
Cherry Creek Investment Advisors
Colorado
$243K
Lazard Asset Management
141
Lazard Asset Management
New York
$243K +$227K +4,000 New
ACM
142
AlphaCrest Capital Management
New York
$242K -$213K -3,749 -49%
C
143
Certuity
Florida
$237K -$1.7K -30 -0.8%
RJA
144
Raymond James & Associates
Florida
$232K +$28.5K +503 +15%
MF
145
Magnetar Financial
Illinois
$231K +$215K +3,793 New
Canada Pension Plan Investment Board
146
Canada Pension Plan Investment Board
Ontario, Canada
$230K +$214K +3,777 New
CANY
147
Caxton Associates (New York)
New York
$230K +$214K +3,779 New
GAM
148
Griffin Asset Management
New York
$229K +$214K +3,764 New
HighTower Advisors
149
HighTower Advisors
Illinois
$220K -$83.2K -1,466 -29%
Federated Hermes
150
Federated Hermes
Pennsylvania
$199K +$185K +3,267 New

APPN Hedge Fund Activity: Q1 2022 in Review

269 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2022, worth a combined $1.7B — down 6.3% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new APPN positions and 45 closed out — a net gain of 5 holders — while 66 added to existing stakes and 86 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $38.1M. The largest seller was Morgan Stanley, cutting an estimated $20.9M.

  • 269 institutional investors held Appian (APPN) as of Q1 2022, up from 267 in Q4 2021.
  • Funds reported $1.7B of Appian stock for Q1 2022, down 6.3% quarter-over-quarter.
  • 50 funds opened new Appian positions in Q1 2022 and 45 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q1 2022 was Abdiel Capital Advisors, an estimated $38.1M added.
  • The largest Appian seller in Q1 2022 was Morgan Stanley, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2022.