Appian
APPN
202 hedge funds and large institutions have $1.39B invested in Appian in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 28 closing their positions.
155% more call options, than puts
Call options by funds: $19.7M | Put options by funds: $7.72M
2% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 57
0.82% more ownership
Funds ownership: 72.47% → 73.28% (+0.82%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $1.44B → $1.39B (-$46.7M)
4% less funds holding
Funds holding: 211 → 202 (-9)
18% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$15.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$9.09M |
| 3 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$7.27M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.08M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$9.78M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$5.51M |
| 3 |
Two Sigma Investments
New York
|
-$3.25M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$3.11M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$2.25M |
APPN Hedge Fund Activity: Q3 2023 in Review
202 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2023, worth a combined $1.39B — down 3.3% from $1.44B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of APPN and 23 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 58 added.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $15.6M. The largest seller was Millennium Management, cutting an estimated $9.78M.
- 202 institutional investors held Appian (APPN) as of Q3 2023, down from 211 in Q2 2023.
- Funds reported $1.39B of Appian stock for Q3 2023, down 3.3% quarter-over-quarter.
- 23 funds opened new Appian positions in Q3 2023 and 28 closed out, a net change of -5 holders.
- The largest Appian buyer in Q3 2023 was Lord, Abbett & Co, an estimated $15.6M added.
- The largest Appian seller in Q3 2023 was Millennium Management, an estimated $9.78M sold.
Based on aggregated 13F filings for Q3 2023.