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209 hedge funds and large institutions have $1.28B invested in Appian in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $10.5M

40% more capital invested

Capital invested by funds: $915M → $1.28B (+$368M)

1.52% more ownership

Funds ownership: 68.44%69.97% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

1% less funds holding

Funds holding: 212209 (-3)

Holders
209
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
61
Reduced
64
Closed
36
Calls
$19.7M
Puts
$10.5M
Net Calls
+$9.2M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$33K -$30.6K -757 -51%
BC
127
Bartlett & Co
Ohio
$33K
Simplex Trading
128
Simplex Trading
Illinois
$31K
HFS
129
Hantz Financial Services
Michigan
$30K +$11.2K +277 +69%
QL
130
Quarry LP
New York
$26.9K +$24.5K +607 New
LWP
131
Lumature Wealth Partners
Georgia
$26.6K +$24.3K +600 New
KTC
132
Kistler-Tiffany Companies
Pennsylvania
$26.5K -$404 -10 -2%
SPIA
133
Steward Partners Investment Advisory
New York
$26.1K -$8.73K -216 -27%
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.4K
RA
135
Rise Advisors
New York
$22.5K +$121 +3 +0.6%
TFA
136
Toth Financial Advisory
Virginia
$22.2K
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$22.1K -$9.05K -224 -31%
CCM
138
Chilton Capital Management
Texas
$20.1K +$18.3K +453 New
TF
139
Tompkins Financial
New York
$17.8K
NSIM
140
North Star Investment Management
Illinois
$13.5K
PFBT
141
Parkside Financial Bank & Trust
Missouri
$13.3K
SO
142
STRS Ohio
Ohio
$13K -$40.4K -1,000 -77%
ATC
143
Adirondack Trust Company
New York
$12.4K
CFD
144
Creative Financial Designs
Indiana
$11.5K -$606 -15 -5%
SWM
145
Spire Wealth Management
Virginia
$11.1K +$4.61K +114 +84%
MCM
146
Manchester Capital Management
Vermont
$9.9K +$40 +1 +0.5%
PA
147
Parallel Advisors
California
$9.5K -$2.38K -59 -22%
HNB
148
Huntington National Bank
Ohio
$9.32K
ACM
149
Aquatic Capital Management
Illinois
$9K -$64.7K -1,600 -89%
AAS
150
Ameritas Advisory Services
Nebraska
$8.88K +$9.34K +231 New

APPN Hedge Fund Activity: Q1 2023 in Review

209 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2023, worth a combined $1.28B — up 40% from $915M a quarter earlier.

Fund positioning in APPN was balanced in Q1 2023: 36 funds opened new positions, 36 closed out, 61 added to existing stakes and 64 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $52.5M. The largest seller was Citadel Advisors, cutting an estimated $18.4M.

  • 209 institutional investors held Appian (APPN) as of Q1 2023, down from 212 in Q4 2022.
  • Funds reported $1.28B of Appian stock for Q1 2023, up 40% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q1 2023 and 36 closed out, a net change of 0 holders.
  • The largest Appian buyer in Q1 2023 was Abdiel Capital Advisors, an estimated $52.5M added.
  • The largest Appian seller in Q1 2023 was Citadel Advisors, an estimated $18.4M sold.

Based on aggregated 13F filings for Q1 2023.