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Appian
APPN

284 hedge funds and large institutions have $2.63B invested in Appian in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

1.53% more ownership

Funds ownership: 70.17% → 71.69% (+1.5%)

6% more call options, than puts

Call options by funds: $102M | Put options by funds: $96.3M

0% more funds holding

Funds holding: 283 → 284 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

31% less capital invested

Capital invested by funds: $3.8B → $2.63B (-$1.18B)

Holders
284
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
52
Increased
87
Reduced
72
Closed
47
Calls
$102M
Puts
$96.3M
Net Calls
+$5.37M
Net Calls Change
-$27.4M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$83.1M
2
Two Sigma Investments
Two Sigma Investments
New York
+$20M
3
SP
StackLine Partners
New York
+$13.9M
4
Millennium Management
Millennium Management
New York
+$12.3M
5
N
Natixis
France
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$46.5M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$17.9M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$13.8M
4
First Trust Advisors
First Trust Advisors
Illinois
-$13.2M
5
BlackRock
BlackRock
New York
-$7.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
SM
151
Sciencast Management
New Jersey
$308K +$363K +3,276 New
VFM
152
Vivid Financial Management
California
$301K +$360K +3,249 New
AIP
153
Ameritas Investment Partners
Nebraska
$293K – – –
ACM
154
Adalta Capital Management
New York
$292K -$10.5K -95 -3%
NIM
155
Needham Investment Management
New York
$291K – – –
SWM
156
Segment Wealth Management
Texas
$287K – – –
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$279K – – –
Prudential Financial
158
Prudential Financial
New Jersey
$279K +$13.3K +120 +4%
CC
159
Cypress Capital
Tennessee
$278K +$332K +3,000 New
CA
160
Cetera Advisors
Colorado
$277K +$92.1K +831 +38%
NFSG
161
Newbridge Financial Services Group
Florida
$273K -$4.1K -37 -1%
BWP
162
Baldwin Wealth Partners
Massachusetts
$268K – – –
GAM
163
Griffin Asset Management
New York
$261K -$90.2K -814 -22%
CIBC Asset Management
164
CIBC Asset Management
Ontario, Canada
$261K +$27.5K +248 +10%
WS
165
Wedbush Securities
California
$258K -$148K -1,335 -32%
SWA
166
Stratos Wealth Advisors
Ohio
$258K +$3.66K +33 +1%
AIM
167
Aigen Investment Management
New York
$258K +$308K +2,784 New
IF
168
Insight Folios
North Carolina
$256K +$307K +2,770 New
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$255K +$11.1K +100 +4%
IFG
170
Independent Financial Group
California
$250K +$103K +927 +52%
PAMS
171
Pictet Asset Management (Switzerland)
Switzerland
$241K +$288K +2,600 New
AWM
172
AE Wealth Management
Kansas
$238K +$7.2K +65 +3%
HI
173
Harbour Investments
Wisconsin
$234K +$2.77K +25 +1%
RE
174
RBC Europe
United Kingdom
$231K – – –
MA
175
Mutual Advisors
Nebraska
$228K – – –
5 6
7
8 9

APPN Hedge Fund Activity: Q3 2021 in Review

284 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2021, worth a combined $2.63B — down 31% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 47 closed out — a net gain of 5 holders — while 87 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.5M.

  • 284 institutional investors held Appian (APPN) as of Q3 2021, up from 283 in Q2 2021.
  • Funds reported $2.63B of Appian stock for Q3 2021, down 31% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2021 and 47 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q3 2021 was Morgan Stanley, an estimated $83.1M added.
  • The largest Appian seller in Q3 2021 was Lord, Abbett & Co, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2021.