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209 hedge funds and large institutions have $1.46B invested in Appian in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

65% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 43

34% more capital invested

Capital invested by funds: $1.09B → $1.46B (+$372M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 172209 (+37)

2.83% more ownership

Funds ownership: 78.55%81.37% (+2.8%)

52% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $65.1M

Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
65
Increased
71
Reduced
43
Closed
27
Calls
$31.4M
Puts
$65.1M
Net Calls
-$33.6M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
151
Sowell Financial Services
Arkansas
$35K +$25.8K +529 +360%
CFA
152
Carroll Financial Associates
North Carolina
$34K -$23.4K -480 -42%
PA
153
Parallel Advisors
California
$33K +$20.5K +421 +181%
Macquarie Group
154
Macquarie Group
Australia
$33K +$31K +635 New
KTC
155
Kistler-Tiffany Companies
Pennsylvania
$32K +$976 +20 +3%
IA
156
IFP Advisors
Florida
$31K -$38.8K -795 -57%
HIA
157
Harbor Investment Advisory
Maryland
$28K
PCIA
158
Prime Capital Investment Advisors
Kansas
$27K -$31.5K -645 -55%
TC
159
Truvestments Capital
Florida
$27K +$24.6K +504 +1,200%
TFA
160
Toth Financial Advisory
Virginia
$26K +$24.4K +500 New
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$24K
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$24K +$6.1K +125 +36%
SPIA
163
Steward Partners Investment Advisory
New York
$23K +$22.1K +453 New
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$21K
Canada Pension Plan Investment Board
165
Canada Pension Plan Investment Board
Ontario, Canada
$19K +$18.4K +378 New
ME
166
McIlrath & Eck
Washington
$18K
GWM
167
Geneos Wealth Management
Colorado
$15K -$91.2K -1,870 -86%
TCM
168
Tradewinds Capital Management
Washington
$15K +$4.88K +100 +50%
AF
169
Allworth Financial
California
$15K +$14.6K +300 New
LFG
170
Larson Financial Group
Missouri
$13K +$12K +246 New
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$13K +$12.2K +250 New
CFGS
172
Concourse Financial Group Securities
Alabama
$11K
HNB
173
Huntington National Bank
Ohio
$11K +$10.2K +210 New
RMC
174
Resources Management Corp
Connecticut
$10K
ATC
175
Adirondack Trust Company
New York
$10K +$4.88K +100 +100%

APPN Hedge Fund Activity: Q2 2020 in Review

209 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2020, worth a combined $1.46B — up 34% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new APPN positions and 27 closed out — a net gain of 38 holders — while 71 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $22.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $32.1M.

  • 209 institutional investors held Appian (APPN) as of Q2 2020, up from 172 in Q1 2020.
  • Funds reported $1.46B of Appian stock for Q2 2020, up 34% quarter-over-quarter.
  • 65 funds opened new Appian positions in Q2 2020 and 27 closed out, a net change of +38 holders.
  • The largest Appian buyer in Q2 2020 was Abdiel Capital Advisors, an estimated $22.9M added.
  • The largest Appian seller in Q2 2020 was D.E. Shaw & Co, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2020.