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203 hedge funds and large institutions have $1.08B invested in Appian in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $5.14M

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

6% more funds holding

Funds holding: 192203 (+11)

6.8% less ownership

Funds ownership: 83.58%76.78% (-6.8%)

8% less capital invested

Capital invested by funds: $1.17B → $1.08B (-$93.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
61
Reduced
55
Closed
31
Calls
$8.38M
Puts
$5.14M
Net Calls
+$3.25M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
151
Quarry LP
New York
$7.98K +$7.4K +207 +591%
GI
152
GAMMA Investing
California
$7.32K -$1.89K -53 -19%
AWM
153
Abound Wealth Management
Tennessee
$6.6K
MCM
154
Manchester Capital Management
Vermont
$6.6K
HT
155
Headlands Technologies
Illinois
$6.46K -$27.9K -780 -80%
HWM
156
Hemington Wealth Management
Virginia
$6K
LC
157
Lindbrook Capital
California
$4.78K
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$4.49K -$2.57K -72 -35%
MSG
159
Main Street Group
Virginia
$4.32K
AWM
160
Avior Wealth Management
Nebraska
$4.16K +$4.5K +126 New
PAS
161
Point72 Asia (Singapore)
Singapore
$3.81K +$4.15K +116 New
DRP
162
Decker Retirement Planning
Utah
$3.69K +$4K +112 New
TAM
163
Tucker Asset Management
Colorado
$3.63K
GWSG
164
GPS Wealth Strategies Group
Colorado
$3.5K
MTIC
165
Missouri Trust & Investment Company
Missouri
$3.46K
AWM
166
Activest Wealth Management
Florida
$3.41K
RA
167
Rise Advisors
New York
$3.2K -$4.07K -114 -54%
PA
168
Parallel Advisors
California
$3.1K +$608 +17 +22%
LFG
169
Larson Financial Group
Missouri
$2.6K
GSWM
170
Golden State Wealth Management
California
$2.57K +$2.79K +78 New
HI
171
Harbour Investments
Wisconsin
$2.38K +$536 +15 +26%
EWA
172
EverSource Wealth Advisors
Alabama
$2.24K -$500 -14 -17%
CFO
173
CVA Family Office
Colorado
$2.14K
DWM
174
Dogwood Wealth Management
Kansas
$1.98K +$2.14K +60 New
NSIM
175
North Star Investment Management
Illinois
$1.78K

APPN Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2024, worth a combined $1.08B — down 7.9% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APPN positions and 31 closed out — a net gain of 13 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.99M. The largest seller was Morgan Stanley, cutting an estimated $84.4M.

  • 203 institutional investors held Appian (APPN) as of Q4 2024, up from 192 in Q3 2024.
  • Funds reported $1.08B of Appian stock for Q4 2024, down 7.9% quarter-over-quarter.
  • 44 funds opened new Appian positions in Q4 2024 and 31 closed out, a net change of +13 holders.
  • The largest Appian buyer in Q4 2024 was Goldman Sachs, an estimated $7.99M added.
  • The largest Appian seller in Q4 2024 was Morgan Stanley, an estimated $84.4M sold.

Based on aggregated 13F filings for Q4 2024.