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172 hedge funds and large institutions have $1.09B invested in Appian in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

8% more funds holding

Funds holding: 159172 (+13)

1% more capital invested

Capital invested by funds: $1.07B → $1.09B (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.45% less ownership

Funds ownership: 82%78.55% (-3.5%)

34% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $20.5M

Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
44
Increased
60
Reduced
43
Closed
29
Calls
$13.6M
Puts
$20.5M
Net Calls
-$6.89M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
151
Lake Point Wealth Management
Texas
$4K
BBA
152
Braun-Bostich & Associates
Pennsylvania
$4K +$4.65K +100 New
EWP
153
Engrave Wealth Partners
Texas
$4K +$4.65K +100 New
NFG
154
Next Financial Group
Texas
$4K +$4.65K +100 New
SFG
155
Sowa Financial Group
Rhode Island
$4K +$4.69K +101 New
Fidelity Investments
156
Fidelity Investments
Massachusetts
$3K -$11K -237 -74%
LWANC
157
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3.25K +70 New
APWM
158
Atlas Private Wealth Management
New York
$3K +$3.95K +85 New
GI
159
Gradient Investments
Minnesota
$2K
JCM
160
Jacobi Capital Management
Pennsylvania
$2K +$1.86K +40 New
JWA
161
JFS Wealth Advisors
Pennsylvania
$2K +$1.95K +42 New
SIS
162
Sound Income Strategies
Florida
$2K +$2.32K +50 New
TWA
163
TCI Wealth Advisors
Arizona
$1K +$465 +10 +200%
AAP
164
Arax Advisory Partners
Colorado
$1K +$1.63K +35 New
HI
165
Hudock Inc
Pennsylvania
$1K +$1.86K +40 New
TC
166
Truvestments Capital
Florida
$1K +$1.95K +42 New
MWM
167
MBE Wealth Management
Wisconsin
$1K +$2.18K +47 New
TI
168
tru Independence
Oregon
$5
TAM
169
Telemark Asset Management
Massachusetts
-$3.06M -80,000 Closed
Millennium Management
170
Millennium Management
New York
-$2.26M -59,202 Closed
GIPM
171
G2 Investment Partners Management
New York
-$1.47M -38,415 Closed
AC
172
Athanor Capital
New York
-$1.3M -34,123 Closed
Squarepoint
173
Squarepoint
New York
-$1.13M -29,603 Closed
Verition Fund Management
174
Verition Fund Management
Connecticut
-$979K -25,620 Closed
OAM
175
Oxford Asset Management
United Kingdom
-$955K -24,983 Closed

APPN Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2020, worth a combined $1.09B — up 1.3% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APPN positions and 29 closed out — a net gain of 15 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $7.64M. The largest seller was D.E. Shaw & Co, cutting an estimated $17.7M.

  • 172 institutional investors held Appian (APPN) as of Q1 2020, up from 159 in Q4 2019.
  • Funds reported $1.09B of Appian stock for Q1 2020, up 1.3% quarter-over-quarter.
  • 44 funds opened new Appian positions in Q1 2020 and 29 closed out, a net change of +15 holders.
  • The largest Appian buyer in Q1 2020 was Abdiel Capital Advisors, an estimated $7.64M added.
  • The largest Appian seller in Q1 2020 was D.E. Shaw & Co, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2020.