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211 hedge funds and large institutions have $1.44B invested in Appian in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $9.77M

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $1.28B → $1.44B (+$155M)

2.5% more ownership

Funds ownership: 69.97%72.47% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

1% more funds holding

Funds holding: 209211 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
65
Reduced
60
Closed
25
Calls
$21.5M
Puts
$9.77M
Net Calls
+$11.7M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$85.8K +$44.9K +1,065 +144%
Simplex Trading
127
Simplex Trading
Illinois
$77K +$38.9K +923 +132%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$63K -$3.71K -88 -6%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$61.8K -$25.5K -604 -32%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$58.5K +$19.8K +470 +62%
NFSG
131
Newbridge Financial Services Group
Florida
$45.9K -$2.53K -60 -6%
Point72 Asset Management
132
Point72 Asset Management
Connecticut
$40.6K -$23.7K -562 -40%
BC
133
Bartlett & Co
Ohio
$36K
BCWM
134
Bartlett & Co Wealth Management
Ohio
$35.7K
HFS
135
Hantz Financial Services
Michigan
$32K
S
136
SignatureFD
Georgia
$29.5K -$8.18K -194 -24%
LWP
137
Lumature Wealth Partners
Georgia
$28.6K
KTC
138
Kistler-Tiffany Companies
Pennsylvania
$28.4K
SPIA
139
Steward Partners Investment Advisory
New York
$27.9K
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.2K
RA
141
Rise Advisors
New York
$26.5K +$2.11K +50 +10%
TFA
142
Toth Financial Advisory
Virginia
$24.3K +$421 +10 +2%
CCM
143
Chilton Capital Management
Texas
$21.6K
TF
144
Tompkins Financial
New York
$19K
AWM
145
Activest Wealth Management
Florida
$15.2K
ATC
146
Adirondack Trust Company
New York
$14.4K
PFBT
147
Parkside Financial Bank & Trust
Missouri
$14.3K
CFD
148
Creative Financial Designs
Indiana
$12.4K
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$11K -$11.3K -267 -54%
MCM
150
Manchester Capital Management
Vermont
$10K -$548 -13 -6%

APPN Hedge Fund Activity: Q2 2023 in Review

211 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2023, worth a combined $1.44B — up 12% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new APPN positions and 25 closed out — a net gain of 4 holders — while 65 added to existing stakes and 60 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $16M. The largest seller was Hawk Ridge Capital Management, cutting an estimated $16.6M.

  • 211 institutional investors held Appian (APPN) as of Q2 2023, up from 209 in Q1 2023.
  • Funds reported $1.44B of Appian stock for Q2 2023, up 12% quarter-over-quarter.
  • 29 funds opened new Appian positions in Q2 2023 and 25 closed out, a net change of +4 holders.
  • The largest Appian buyer in Q2 2023 was Baillie Gifford & Co, an estimated $16M added.
  • The largest Appian seller in Q2 2023 was Hawk Ridge Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.