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214 hedge funds and large institutions have $2.01B invested in Appian in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $1.46B → $2.01B (+$547M)

25% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 55

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

13% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $30.6M

2% more funds holding

Funds holding: 209214 (+5)

0.93% more ownership

Funds ownership: 81.37%82.31% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
69
Reduced
55
Closed
33
Calls
$34.8M
Puts
$30.6M
Net Calls
+$4.12M
Net Calls Change
+$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
151
Sowell Financial Services
Arkansas
$47K +$2.76K +51 +8%
PHK
152
Point72 Hong Kong
Hong Kong
$46K +$28.4K +524 +277%
PA
153
Parallel Advisors
California
$44K +$1.08K +20 +3%
GEA
154
Glen Eagle Advisors
New Jersey
$43.7K -$2.71K -50 -7%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$43K +$22.7K +419 +168%
CA
156
Clearstead Advisors
Ohio
$43K +$36.3K +671 New
FCH
157
Freestone Capital Holdings
Washington
$42.1K +$35.2K +650 New
Macquarie Group
158
Macquarie Group
Australia
$41K
KTC
159
Kistler-Tiffany Companies
Pennsylvania
$40K
S
160
SignatureFD
Georgia
$37K -$9.14K -169 -23%
HIA
161
Harbor Investment Advisory
Maryland
$36K
CAGAS
162
Capital Advisory Group Advisory Services
Minnesota
$34K -$154K -2,855 -85%
TFA
163
Toth Financial Advisory
Virginia
$32K
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$28K -$2.54K -47 -10%
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$26K
EWA
166
Evolution Wealth Advisors
Florida
$25K +$20.8K +384 New
ME
167
McIlrath & Eck
Washington
$23K
FC
168
FORA Capital
Florida
$22K +$18.1K +334 New
LFG
169
Larson Financial Group
Missouri
$21K +$4.28K +79 +32%
AF
170
Allworth Financial
California
$19K
CSPIA
171
Cary Street Partners Investment Advisory
Virginia
$19K +$16.2K +300 New
GWM
172
Geneos Wealth Management
Colorado
$18K
RIM
173
Rockbridge Investment Management
New York
$18K +$4.71K +87 +45%
SPIA
174
Steward Partners Investment Advisory
New York
$16K -$10.8K -200 -44%
HNB
175
Huntington National Bank
Ohio
$14K

APPN Hedge Fund Activity: Q3 2020 in Review

214 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2020, worth a combined $2.01B — up 38% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APPN positions and 33 closed out — a net gain of 6 holders — while 69 added to existing stakes and 55 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $116M. The largest seller was D.E. Shaw & Co, cutting an estimated $11.3M.

  • 214 institutional investors held Appian (APPN) as of Q3 2020, up from 209 in Q2 2020.
  • Funds reported $2.01B of Appian stock for Q3 2020, up 38% quarter-over-quarter.
  • 39 funds opened new Appian positions in Q3 2020 and 33 closed out, a net change of +6 holders.
  • The largest Appian buyer in Q3 2020 was Baillie Gifford & Co, an estimated $116M added.
  • The largest Appian seller in Q3 2020 was D.E. Shaw & Co, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2020.