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237 hedge funds and large institutions have $1.23B invested in Appian in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $30M | Put options by funds: $17.1M

1.22% more ownership

Funds ownership: 72.15%73.37% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 243237 (-6)

12% less capital invested

Capital invested by funds: $1.4B → $1.23B (-$169M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

29% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 79

Holders
237
Holders Change
-6
Holders Change %
-2.47%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
56
Reduced
79
Closed
31
Calls
$30M
Puts
$17.1M
Net Calls
+$12.9M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$52K +$3.88K +80 +8%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$41K
Macquarie Group
153
Macquarie Group
Australia
$40K -$2.13K -44 -13%
GWM
154
Geneos Wealth Management
Colorado
$34K -$1.21K -25 -3%
SPIA
155
Steward Partners Investment Advisory
New York
$33K
BC
156
Bartlett & Co
Ohio
$31K
BCWM
157
Bartlett & Co Wealth Management
Ohio
$30.6K
S
158
SignatureFD
Georgia
$30K +$5.72K +118 +19%
SSB
159
Sandy Spring Bank
Maryland
$26K +$7.28K +150 +30%
KTC
160
Kistler-Tiffany Companies
Pennsylvania
$25K
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.4K
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$23K +$16.7K +344 +155%
RA
163
Rise Advisors
New York
$22K
TFA
164
Toth Financial Advisory
Virginia
$21K -$970 -20 -4%
PFBT
165
Parkside Financial Bank & Trust
Missouri
$20K
EWA
166
EverSource Wealth Advisors
Alabama
$19K -$825 -17 -3%
HWMA
167
Heritage Wealth Management (Arizona)
Arizona
$17K -$6.99K -144 -26%
AIP
168
Almanack Investment Partners
Pennsylvania
$17K +$20.1K +415 New
HFS
169
Hantz Financial Services
Michigan
$16K
TF
170
Tompkins Financial
New York
$16K
TWA
171
TCI Wealth Advisors
Arizona
$16K +$1.89K +39 +11%
CCM
172
Covington Capital Management
California
$13K +$14.6K +300 +1,200%
WFA
173
Wipfli Financial Advisors
Wisconsin
$13K +$15.3K +316 New
ATC
174
Adirondack Trust Company
New York
$11K
CFD
175
Creative Financial Designs
Indiana
$11K

APPN Hedge Fund Activity: Q3 2022 in Review

237 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2022, worth a combined $1.23B — down 12% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of APPN and 27 opened new positions — a net loss of 4 holders — while 79 trimmed existing stakes and 56 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $13.9M. The largest seller was Two Sigma Investments, cutting an estimated $6.22M.

  • 237 institutional investors held Appian (APPN) as of Q3 2022, down from 243 in Q2 2022.
  • Funds reported $1.23B of Appian stock for Q3 2022, down 12% quarter-over-quarter.
  • 27 funds opened new Appian positions in Q3 2022 and 31 closed out, a net change of -4 holders.
  • The largest Appian buyer in Q3 2022 was Mirae Asset Global Investments, an estimated $13.9M added.
  • The largest Appian seller in Q3 2022 was Two Sigma Investments, an estimated $6.22M sold.

Based on aggregated 13F filings for Q3 2022.