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322 hedge funds and large institutions have $3.74B invested in Appian in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 301322 (+21)

3% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 104

0% less call options, than puts

Call options by funds: $115M | Put options by funds: $115M

6.75% less ownership

Funds ownership: 78.95%72.2% (-6.7%)

23% less capital invested

Capital invested by funds: $4.84B → $3.74B (-$1.1B)

Holders
322
Holders Change
+21
Holders Change %
+6.98%
% of All Funds
5.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
63
Increased
107
Reduced
104
Closed
38
Calls
$115M
Puts
$115M
Net Calls
-$362K
Net Calls Change
+$86.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
151
International Assets Investment Management
Florida
$455K
NL
152
NWAM LLC
Washington
$443K +$7.43K +42 +1%
WWM
153
Western Wealth Management
Colorado
$439K +$29.4K +166 +5%
VFM
154
Vivid Financial Management
California
$429K +$8.85K +50 +2%
NFG
155
Next Financial Group
Texas
$417K +$80.3K +454 +17%
WCM
156
Weld Capital Management
New York
$416K +$554K +3,132 New
IMRF
157
Illinois Municipal Retirement Fund
Illinois
$413K
BCM
158
Bayesian Capital Management
New York
$412K +$548K +3,100 New
Truist Financial
159
Truist Financial
North Carolina
$408K -$15.9K -90 -3%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$403K
NFSG
161
Newbridge Financial Services Group
Florida
$403K +$9.73K +55 +2%
Victory Capital Management
162
Victory Capital Management
Texas
$402K +$203K +1,147 +61%
SSG
163
Summit Securities Group
New York
$399K +$531K +3,000 New
AIP
164
Ameritas Investment Partners
Nebraska
$396K -$15.4K -87 -3%
PP
165
Paloma Partners
Connecticut
$394K -$753K -4,258 -59%
CAM
166
Concorde Asset Management
Michigan
$391K -$1.71M -9,678 -77%
US Bancorp
167
US Bancorp
Minnesota
$387K +$271K +1,534 +111%
BWP
168
Baldwin Wealth Partners
Massachusetts
$385K +$70.8K +400 +16%
CAM
169
ClariVest Asset Management
California
$379K -$35.4K -200 -7%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$375K -$864K -4,883 -64%
JMPWA
171
JP Morgan Private Wealth Advisors
California
$374K -$708K -4,004 -59%
SWA
172
Stratos Wealth Advisors
Ohio
$367K +$29.5K +167 +6%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$363K -$110K -623 -19%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$362K -$115K -650 -19%
ACM
175
Adalta Capital Management
New York
$362K -$50.4K -285 -9%

APPN Hedge Fund Activity: Q1 2021 in Review

322 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2021, worth a combined $3.74B — down 23% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new APPN positions and 38 closed out — a net gain of 25 holders — while 107 added to existing stakes and 104 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $67.2M. The largest seller was Morgan Stanley, cutting an estimated $292M.

  • 322 institutional investors held Appian (APPN) as of Q1 2021, up from 301 in Q4 2020.
  • Funds reported $3.74B of Appian stock for Q1 2021, down 23% quarter-over-quarter.
  • 63 funds opened new Appian positions in Q1 2021 and 38 closed out, a net change of +25 holders.
  • The largest Appian buyer in Q1 2021 was Two Sigma Investments, an estimated $67.2M added.
  • The largest Appian seller in Q1 2021 was Morgan Stanley, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2021.