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211 hedge funds and large institutions have $1.44B invested in Appian in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $9.77M

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $1.28B → $1.44B (+$155M)

2.5% more ownership

Funds ownership: 69.97%72.47% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

1% more funds holding

Funds holding: 209211 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
65
Reduced
60
Closed
25
Calls
$21.5M
Puts
$9.77M
Net Calls
+$11.7M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
151
Huntington National Bank
Ohio
$10K
AWM
152
Abound Wealth Management
Tennessee
$9.52K
CTWM
153
Cherry Tree Wealth Management
Minnesota
$9.52K +$8.43K +200 New
CSPIA
154
Cary Street Partners Investment Advisory
Virginia
$9.33K -$42 -1 -0.5%
TSWM
155
Tyler-Stone Wealth Management
Ohio
$9K +$8.01K +190 New
CCA
156
Column Capital Advisors
Indiana
$9K
SWM
157
Spire Wealth Management
Virginia
$8.81K -$2.74K -65 -26%
HIIFS
158
Harel Insurance Investments & Financial Services
Israel
$8K -$506 -12 -7%
AA
159
Addison Advisors
Vermont
$7.14K
AIM
160
Anchor Investment Management
South Carolina
$7.14K
NA
161
NewEdge Advisors
Louisiana
$7.14K
EWA
162
EverSource Wealth Advisors
Alabama
$6.9K -$1.26K -30 -17%
GWM
163
Geneos Wealth Management
Colorado
$6.28K +$4.42K +105 +389%
BWM
164
BerganKDV Wealth Management
Minnesota
$6.19K
GIA
165
GHP Investment Advisors
Colorado
$6K
CFGS
166
Concourse Financial Group Securities
Alabama
$5.95K -$126 -3 -2%
PA
167
Parallel Advisors
California
$5.81K -$3.88K -92 -43%
GRP
168
Global Retirement Partners
California
$5.09K -$337 -8 -7%
GWSG
169
GPS Wealth Strategies Group
Colorado
$5.05K +$4.47K +106 New
MTIC
170
Missouri Trust & Investment Company
Missouri
$5K
CCP
171
Carmel Capital Partners
California
$4.76K
ODG
172
O'Dell Group
Ohio
$4.76K +$4.21K +100 New
TPCW
173
TD Private Client Wealth
New York
$4.76K +$4.21K +100 New
TCM
174
Tradewinds Capital Management
Washington
$4.05K -$211 -5 -6%
LFG
175
Larson Financial Group
Missouri
$3.76K

APPN Hedge Fund Activity: Q2 2023 in Review

211 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2023, worth a combined $1.44B — up 12% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new APPN positions and 25 closed out — a net gain of 4 holders — while 65 added to existing stakes and 60 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $16M. The largest seller was Hawk Ridge Capital Management, cutting an estimated $16.6M.

  • 211 institutional investors held Appian (APPN) as of Q2 2023, up from 209 in Q1 2023.
  • Funds reported $1.44B of Appian stock for Q2 2023, up 12% quarter-over-quarter.
  • 29 funds opened new Appian positions in Q2 2023 and 25 closed out, a net change of +4 holders.
  • The largest Appian buyer in Q2 2023 was Baillie Gifford & Co, an estimated $16M added.
  • The largest Appian seller in Q2 2023 was Hawk Ridge Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.