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209 hedge funds and large institutions have $1.46B invested in Appian in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

65% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 43

34% more capital invested

Capital invested by funds: $1.09B → $1.46B (+$372M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 172209 (+37)

2.83% more ownership

Funds ownership: 78.55%81.37% (+2.8%)

52% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $65.1M

Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
65
Increased
71
Reduced
43
Closed
27
Calls
$31.4M
Puts
$65.1M
Net Calls
-$33.6M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
176
Point72 Hong Kong
Hong Kong
$10K +$9.22K +189 New
RIM
177
Rockbridge Investment Management
New York
$10K +$9.42K +193 New
Fidelity Investments
178
Fidelity Investments
Massachusetts
$9K +$4.05K +83 +100%
AWM
179
Apollon Wealth Management
South Carolina
$9K +$8.39K +172 New
BFC
180
Bedel Financial Consulting
Indiana
$8K
PFBT
181
Parkside Financial Bank & Trust
Missouri
$8K +$7.32K +150 New
SA
182
SRH Advisors
Kansas
$8K +$7.71K +158 New
MF
183
Manchester Financial
California
$7K
APWM
184
Atlas Private Wealth Management
New York
$7K +$2.93K +60 +71%
EWP
185
Engrave Wealth Partners
Texas
$6K +$1.22K +25 +25%
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.13K
PIMG
187
Patriot Investment Management Group
Tennessee
$5.13K +$4.88K +100 New
GWMIA
188
Global Wealth Management Investment Advisory
Florida
$5K -$2.44K -50 -33%
BBA
189
Braun-Bostich & Associates
Pennsylvania
$5K
LWANC
190
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
JWA
191
JFS Wealth Advisors
Pennsylvania
$4K +$1.32K +27 +64%
FGAM
192
Financial Gravity Asset Management
Texas
$4K +$3.42K +70 New
CFD
193
Creative Financial Designs
Indiana
$4K +$3.9K +80 New
LC
194
Lindbrook Capital
California
$3K -$32.9K -674 -93%
GI
195
Gradient Investments
Minnesota
$3K
SIS
196
Sound Income Strategies
Florida
$3K
FWM
197
Filbrandt Wealth Management
Wisconsin
$3K +$2.44K +50 New
AAP
198
Arax Advisory Partners
Colorado
$2K
HI
199
Hudock Inc
Pennsylvania
$2K
LWA
200
Lenox Wealth Advisors
New York
$2K +$1.46K +30 New

APPN Hedge Fund Activity: Q2 2020 in Review

209 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2020, worth a combined $1.46B — up 34% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new APPN positions and 27 closed out — a net gain of 38 holders — while 71 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $22.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $32.1M.

  • 209 institutional investors held Appian (APPN) as of Q2 2020, up from 172 in Q1 2020.
  • Funds reported $1.46B of Appian stock for Q2 2020, up 34% quarter-over-quarter.
  • 65 funds opened new Appian positions in Q2 2020 and 27 closed out, a net change of +38 holders.
  • The largest Appian buyer in Q2 2020 was Abdiel Capital Advisors, an estimated $22.9M added.
  • The largest Appian seller in Q2 2020 was D.E. Shaw & Co, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2020.