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172 hedge funds and large institutions have $1.09B invested in Appian in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

8% more funds holding

Funds holding: 159172 (+13)

1% more capital invested

Capital invested by funds: $1.07B → $1.09B (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.45% less ownership

Funds ownership: 82%78.55% (-3.5%)

34% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $20.5M

Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
44
Increased
60
Reduced
43
Closed
29
Calls
$13.6M
Puts
$20.5M
Net Calls
-$6.89M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
176
Concorde Asset Management
Michigan
-$923K -24,146 Closed
CA
177
Cornerstone Advisory
Maryland
-$833K -21,800 Closed
Voloridge Investment Management
178
Voloridge Investment Management
Florida
-$649K -16,985 Closed
QT
179
Quantbot Technologies
New York
-$613K -16,064 Closed
Dimensional Fund Advisors
180
Dimensional Fund Advisors
Texas
-$532K -13,926 Closed
BCA
181
Berman Capital Advisors
Georgia
-$472K -12,355 Closed
OWP
182
Old Well Partners
North Carolina
-$438K -11,450 Closed
ACM
183
AlphaCrest Capital Management
New York
-$313K -8,200 Closed
DTL
184
Dynamic Technology Lab
Singapore
-$264K -6,909 Closed
Brown Advisory
185
Brown Advisory
Maryland
-$256K -6,699 Closed
MIFH
186
Migdal Insurance & Financial Holdings
Israel
-$222K -5,805 Closed
ACM
187
Adalta Capital Management
New York
-$204K -5,350 Closed
Group One Trading
188
Group One Trading
Illinois
-$170K -3,669 Closed
Parallax Volatility Advisers
189
Parallax Volatility Advisers
California
-$90K -2,355 Closed
TRCT
190
Tower Research Capital (TRC)
New York
-$68K -1,784 Closed
SO
191
STRS Ohio
Ohio
-$38K -1,000 Closed
Simplex Trading
192
Simplex Trading
Illinois
-$20.6K -443 Closed
NSIM
193
North Star Investment Management
Illinois
-$11K -300 Closed
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
-$11K -275 Closed
HF
195
Halpern Financial
Virginia
-$7.64K -200 Closed
BBHC
196
Brown Brothers Harriman & Co
New York
-$7K -172 Closed
TFA
197
Tobias Financial Advisors
Florida
-$1K -40 Closed
VCM
198
Versant Capital Management
Arizona
+$232 +5 New
BWM
199
BerganKDV Wealth Management
Minnesota
+$465 +10 New
WOC
200
West Oak Capital
California
+$465 +10 New

APPN Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2020, worth a combined $1.09B — up 1.3% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APPN positions and 29 closed out — a net gain of 15 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $7.64M. The largest seller was D.E. Shaw & Co, cutting an estimated $17.7M.

  • 172 institutional investors held Appian (APPN) as of Q1 2020, up from 159 in Q4 2019.
  • Funds reported $1.09B of Appian stock for Q1 2020, up 1.3% quarter-over-quarter.
  • 44 funds opened new Appian positions in Q1 2020 and 29 closed out, a net change of +15 holders.
  • The largest Appian buyer in Q1 2020 was Abdiel Capital Advisors, an estimated $7.64M added.
  • The largest Appian seller in Q1 2020 was D.E. Shaw & Co, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2020.