We are live on ! Find out more

194 hedge funds and large institutions have $1.02B invested in Appian in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

10.59% more ownership

Funds ownership: 69.74%80.33% (+11%)

6% less funds holding

Funds holding: 207194 (-13)

13% less capital invested

Capital invested by funds: $1.18B → $1.02B (-$158M)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

51% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $25.4M

Holders
194
Holders Change
-13
Holders Change %
-6.28%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
58
Reduced
47
Closed
50
Calls
$12.4M
Puts
$25.4M
Net Calls
-$13M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Chilton Capital Management
Texas
$14K
NA
127
NewEdge Advisors
Louisiana
$13.9K
Russell Investments Group
128
Russell Investments Group
United Kingdom
$11.2K +$2.69K +82 +29%
NFSG
129
Newbridge Financial Services Group
Florida
$10.8K -$11.2K -340 -49%
Jones Financial Companies
130
Jones Financial Companies
Missouri
$10.6K +$8.92K +272 +389%
VWM
131
Venturi Wealth Management
Texas
$9.91K
KFP
132
Keener Financial Planning
Texas
$9K
FCAS
133
First Command Advisory Services
Texas
$8.64K
ATC
134
Adirondack Trust Company
New York
$8.64K
RA
135
Rise Advisors
New York
$8.05K -$656 -20 -7%
MG
136
Mather Group
Illinois
$7.67K +$6.3K +192 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$7.41K -$53K -1,615 -87%
SPIA
138
Steward Partners Investment Advisory
New York
$7.25K -$3.51K -107 -31%
HNB
139
Huntington National Bank
Ohio
$6.76K +$295 +9 +4%
AWM
140
Abound Wealth Management
Tennessee
$6.17K
MCM
141
Manchester Capital Management
Vermont
$6.17K
HFS
142
Hantz Financial Services
Michigan
$6K -$13.1K -400 -66%
TSWM
143
Tyler-Stone Wealth Management
Ohio
$5.86K
CAM
144
Creekmur Asset Management
Illinois
$4.94K
LC
145
Lindbrook Capital
California
$4.66K +$4.95K +151 New
CTA
146
Colonial Trust Advisors
South Carolina
$4.17K
MSG
147
Main Street Group
Virginia
$4.03K
CFD
148
Creative Financial Designs
Indiana
$4.01K
GIA
149
GHP Investment Advisors
Colorado
$3.86K
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$3.86K -$591 -18 -13%

APPN Hedge Fund Activity: Q2 2024 in Review

194 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2024, worth a combined $1.02B — down 13% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of APPN and 38 opened new positions — a net loss of 12 holders — while 47 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $87.3M. The largest seller was Mirae Asset Global Investments, cutting an estimated $11.8M.

  • 194 institutional investors held Appian (APPN) as of Q2 2024, down from 207 in Q1 2024.
  • Funds reported $1.02B of Appian stock for Q2 2024, down 13% quarter-over-quarter.
  • 38 funds opened new Appian positions in Q2 2024 and 50 closed out, a net change of -12 holders.
  • The largest Appian buyer in Q2 2024 was Morgan Stanley, an estimated $87.3M added.
  • The largest Appian seller in Q2 2024 was Mirae Asset Global Investments, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2024.