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283 hedge funds and large institutions have $3.8B invested in Appian in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 77 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 77

22% more call options, than puts

Call options by funds: $183M | Put options by funds: $151M

2% more capital invested

Capital invested by funds: $3.74B → $3.8B (+$61M)

2.03% less ownership

Funds ownership: 72.2%70.17% (-2%)

12% less funds holding

Funds holding: 322283 (-39)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
283
Holders Change
-39
Holders Change %
-12.11%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
105
Reduced
77
Closed
74
Calls
$183M
Puts
$151M
Net Calls
+$32.8M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
151
Capula Management
Cayman Islands
$377K +$311K +2,734 New
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$366K -$7.38K -65 -2%
PAMU
153
Pictet Asset Management (UK)
United Kingdom
$358K
CIBC Asset Management
154
CIBC Asset Management
Ontario, Canada
$355K
BRWA
155
B. Riley Wealth Advisors
Florida
$352K -$11.4K -100 -4%
AWM
156
AE Wealth Management
Kansas
$346K +$37.9K +334 +15%
HI
157
Harbour Investments
Wisconsin
$345K -$682 -6 -0.2%
RE
158
RBC Europe
United Kingdom
$344K
MA
159
Mutual Advisors
Nebraska
$339K
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$336K
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$312K
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$311K -$1.02K -9 -0.4%
SPIO
163
Seven Post Investment Office
California
$303K
QP
164
Quilter Plc
United Kingdom
$302K -$11K -97 -4%
Vontobel Holding
165
Vontobel Holding
Switzerland
$300K -$691K -6,086 -74%
CA
166
Cetera Advisors
Colorado
$298K +$2.04K +18 +0.8%
X
167
Xponance
Pennsylvania
$297K +$245K +2,154 New
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$291K -$19.2K -169 -7%
KAS
169
Kestra Advisory Services
Texas
$288K +$52.9K +466 +29%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$285K -$75.7K -666 -24%
PFS
171
Prospera Financial Services
Texas
$284K +$7.61K +67 +3%
Wolverine Trading
172
Wolverine Trading
Illinois
$282K +$215K +1,893 New
PAG
173
Private Advisor Group
New Jersey
$279K +$2.27K +20 +1%
FIM
174
Freedom Investment Management
Connecticut
$278K -$19K -167 -8%
GWSG
175
GPS Wealth Strategies Group
Colorado
$274K +$3.41K +30 +2%

APPN Hedge Fund Activity: Q2 2021 in Review

283 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2021, worth a combined $3.8B — up 1.6% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of APPN and 36 opened new positions — a net loss of 38 holders — while 77 trimmed existing stakes and 105 added.

The largest buyer was First Trust Advisors, adding an estimated $46.3M. The largest seller was Fred Alger Management, exiting entirely with an estimated $87.4M sold.

  • 283 institutional investors held Appian (APPN) as of Q2 2021, down from 322 in Q1 2021.
  • Funds reported $3.8B of Appian stock for Q2 2021, up 1.6% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q2 2021 and 74 closed out, a net change of -38 holders.
  • The largest Appian buyer in Q2 2021 was First Trust Advisors, an estimated $46.3M added.
  • The largest Appian seller in Q2 2021 was Fred Alger Management, an estimated $87.4M sold.

Based on aggregated 13F filings for Q2 2021.