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159 hedge funds and large institutions have $1.07B invested in Appian in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

2.04% less ownership

Funds ownership: 84.04%82% (-2%)

5% less funds holding

Funds holding: 167159 (-8)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

19% less capital invested

Capital invested by funds: $1.33B → $1.07B (-$259M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less call options, than puts

Call options by funds: $11M | Put options by funds: $15.5M

Holders
159
Holders Change
-8
Holders Change %
-4.79%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
25
Increased
61
Reduced
44
Closed
30
Calls
$11M
Puts
$15.5M
Net Calls
-$4.49M
Net Calls Change
-$9.31M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
151
Adirondack Trust Company
New York
$5K
TI
152
tru Independence
Oregon
$5K +$5.69K +132 New
LPWM
153
Lake Point Wealth Management
Texas
$4K +$4.74K +110 New
CFGS
154
Concourse Financial Group Securities
Alabama
$4K +$4.96K +115 New
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.82K
GI
156
Gradient Investments
Minnesota
$2K
TFA
157
Tobias Financial Advisors
Florida
$1K +$1.72K +40 New
GLA
158
Great Lakes Advisors
Illinois
-$12.3M -258,409 Closed
State of New Jersey Common Pension Fund D
159
State of New Jersey Common Pension Fund D
New Jersey
-$2.86M -60,200 Closed
SEI Investments
160
SEI Investments
Pennsylvania
-$2.04M -43,375 Closed
EI
161
EAM Investors
California
-$1.5M -31,653 Closed
LCM
162
Laurion Capital Management
New York
-$1.13M -23,751 Closed
Jane Street
163
Jane Street
New York
-$992K -23,000 Closed
ECM
164
ETrade Capital Management
Virginia
-$704K -14,838 Closed
MSDF
165
Michael & Susan Dell Foundation
New York
-$660K -13,905 Closed
Tudor Investment Corp
166
Tudor Investment Corp
Connecticut
-$563K -11,846 Closed
PP
167
Paloma Partners
Connecticut
-$543K -11,417 Closed
FCM
168
Frontier Capital Management
Massachusetts
-$512K -10,777 Closed
Envestnet Asset Management
169
Envestnet Asset Management
Illinois
-$357K -7,523 Closed
TCM
170
Tuttle Capital Management
Connecticut
-$447K -7,518 Closed
TSS
171
Two Sigma Securities
New York
-$324K -6,830 Closed
TI
172
Trexquant Investment
Connecticut
-$281K -5,924 Closed
CG
173
Cutler Group
California
-$241K -5,586 Closed
PAS
174
Partnervest Advisory Services
California
-$258K -5,427 Closed
CEP
175
Chicago Equity Partners
Illinois
-$252K -5,300 Closed

APPN Hedge Fund Activity: Q4 2019 in Review

159 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2019, worth a combined $1.07B — down 19% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of APPN and 25 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 61 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $18.6M. The largest seller was Barclays, cutting an estimated $22.4M.

  • 159 institutional investors held Appian (APPN) as of Q4 2019, down from 167 in Q3 2019.
  • Funds reported $1.07B of Appian stock for Q4 2019, down 19% quarter-over-quarter.
  • 25 funds opened new Appian positions in Q4 2019 and 30 closed out, a net change of -5 holders.
  • The largest Appian buyer in Q4 2019 was Baillie Gifford & Co, an estimated $18.6M added.
  • The largest Appian seller in Q4 2019 was Barclays, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2019.