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167 hedge funds and large institutions have $1.33B invested in Appian in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

58% more capital invested

Capital invested by funds: $843M → $1.33B (+$489M)

28% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $17.2M

18% more funds holding

Funds holding: 142167 (+25)

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

9.51% more ownership

Funds ownership: 74.54%84.04% (+9.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
167
Holders Change
+25
Holders Change %
+17.61%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
52
Increased
51
Reduced
44
Closed
25
Calls
$22.1M
Puts
$17.2M
Net Calls
+$4.82M
Net Calls Change
+$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$9K +$8.89K +190 New
GWM
152
Geneos Wealth Management
Colorado
$9K +$9.36K +200 New
BFC
153
Bedel Financial Consulting
Indiana
$8K +$1.26K +27 +20%
BBHC
154
Brown Brothers Harriman & Co
New York
$8K +$8.05K +172 New
ASN
155
Advisory Services Network
Georgia
$7K
CCA
156
Catalyst Capital Advisors
New York
$7K +$2.2K +47 +45%
GWMIA
157
Global Wealth Management Investment Advisory
Florida
$7K +$7.02K +150 New
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$7K +$7.02K +150 New
SFS
159
Sowell Financial Services
Arkansas
$6K +$6.32K +135 New
ATC
160
Adirondack Trust Company
New York
$5K
GSWM
161
Golden State Wealth Management
California
$5K
NFG
162
Next Financial Group
Texas
$5K
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.75K -$3.51K -75 -43%
CIAS
164
Capital Investment Advisory Services
North Carolina
$2K
GI
165
Gradient Investments
Minnesota
$2K
AM
166
Atwater Malick
Pennsylvania
$1K +$702 +15 New
JAM
167
Jupiter Asset Management
United Kingdom
-$11.7M -325,000 Closed
Impax Asset Management Group
168
Impax Asset Management Group
United Kingdom
-$4.95M -137,189 Closed
PP
169
PDT Partners
New York
-$1.05M -29,092 Closed
Wolverine Trading
170
Wolverine Trading
Illinois
-$425K -11,778 Closed
HLA
171
Hamilton Lane Advisors
Pennsylvania
-$361K -10,000 Closed
Simplex Trading
172
Simplex Trading
Illinois
-$460K -9,823 Closed
CA
173
Cornerstone Advisory
Maryland
-$335K -9,300 Closed
IWA
174
Inspirion Wealth Advisors
Illinois
-$307K -8,500 Closed
AAP
175
Ardsley Advisory Partners
Connecticut
-$252K -7,000 Closed

APPN Hedge Fund Activity: Q3 2019 in Review

167 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2019, worth a combined $1.33B — up 58% from $843M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 25 closed out — a net gain of 27 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $104M. The largest seller was First Trust Advisors, cutting an estimated $21.7M.

  • 167 institutional investors held Appian (APPN) as of Q3 2019, up from 142 in Q2 2019.
  • Funds reported $1.33B of Appian stock for Q3 2019, up 58% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2019 and 25 closed out, a net change of +27 holders.
  • The largest Appian buyer in Q3 2019 was Baillie Gifford & Co, an estimated $104M added.
  • The largest Appian seller in Q3 2019 was First Trust Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q3 2019.