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267 hedge funds and large institutions have $1.82B invested in Appian in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $66M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.4% less ownership

Funds ownership: 71.69%70.29% (-1.4%)

6% less funds holding

Funds holding: 284267 (-17)

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

31% less capital invested

Capital invested by funds: $2.63B → $1.82B (-$809M)

Holders
267
Holders Change
-17
Holders Change %
-5.99%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
71
Reduced
89
Closed
63
Calls
$66.6M
Puts
$66M
Net Calls
+$634K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
ARIS
151
Advanced Research Investment Solutions
California
$176K +$224K +2,700 New
KCM
152
KRS Capital Management
Michigan
$159K +$204K +2,450 New
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$147K +$187K +2,250 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$145K +$4.99K +60 +3%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$137K -$914 -11 -0.5%
TCWM
156
Total Clarity Wealth Management
Illinois
$122K +$13.5K +163 +10%
CCM
157
Cribstone Capital Management
Maine
$117K
SWM
158
Spire Wealth Management
Virginia
$116K +$44K +529 +42%
PIP
159
Permian Investment Partners
Texas
$108K +$138K +1,660 New
CA
160
Cornerstone Advisory
Maryland
$107K +$136K +1,640 New
Amundi
161
Amundi
France
$90K -$54.4K -655 -29%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$90K -$11.3K -136 -9%
AF
163
Advisornet Financial
Minnesota
$83K +$4.99K +60 +5%
AIC
164
Ayalon Insurance Company
Israel
$82K
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$82K
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$81K -$65.5K -788 -39%
PCM
167
Penserra Capital Management
California
$79K +$37.9K +456 +60%
Macquarie Group
168
Macquarie Group
Australia
$59K
GWM
169
Geneos Wealth Management
Colorado
$55K -$3.74K -45 -5%
SPIA
170
Steward Partners Investment Advisory
New York
$50K -$17.5K -210 -22%
PA
171
Parallel Advisors
California
$49K -$32.5K -391 -34%
LSA
172
Leonteq Securities AG
Switzerland
$48.9K -$125K -1,500 -67%
EVM
173
Eaton Vance Management
Massachusetts
$46K -$8.31K -100 -13%
KTC
174
Kistler-Tiffany Companies
Pennsylvania
$40K -$831 -10 -2%
TRCT
175
Tower Research Capital (TRC)
New York
$39K -$59.3K -713 -54%

APPN Hedge Fund Activity: Q4 2021 in Review

267 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2021, worth a combined $1.82B — down 31% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of APPN and 49 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 71 added.

The largest buyer was First Trust Advisors, adding an estimated $25.6M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 267 institutional investors held Appian (APPN) as of Q4 2021, down from 284 in Q3 2021.
  • Funds reported $1.82B of Appian stock for Q4 2021, down 31% quarter-over-quarter.
  • 49 funds opened new Appian positions in Q4 2021 and 63 closed out, a net change of -14 holders.
  • The largest Appian buyer in Q4 2021 was First Trust Advisors, an estimated $25.6M added.
  • The largest Appian seller in Q4 2021 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.