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214 hedge funds and large institutions have $2.01B invested in Appian in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $1.46B → $2.01B (+$547M)

25% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 55

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

13% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $30.6M

2% more funds holding

Funds holding: 209214 (+5)

0.93% more ownership

Funds ownership: 81.37%82.31% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
69
Reduced
55
Closed
33
Calls
$34.8M
Puts
$30.6M
Net Calls
+$4.12M
Net Calls Change
+$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
176
Adirondack Trust Company
New York
$13K
CFGS
177
Concourse Financial Group Securities
Alabama
$13K
TWA
178
TCI Wealth Advisors
Arizona
$12K +$9.47K +175 +1,167%
BFC
179
Bedel Financial Consulting
Indiana
$11K
CCM
180
Chiron Capital Management
Florida
$11K +$9.25K +171 New
Fidelity Investments
181
Fidelity Investments
Massachusetts
$10K -$1.03K -19 -11%
PFBT
182
Parkside Financial Bank & Trust
Missouri
$10K
SA
183
SRH Advisors
Kansas
$10K
MF
184
Manchester Financial
California
$9K
IA
185
IFP Advisors
Florida
$7K -$26.5K -490 -81%
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.47K
TCM
187
Tradewinds Capital Management
Washington
$6K -$10.8K -200 -67%
CFD
188
Creative Financial Designs
Indiana
$5K
LC
189
Lindbrook Capital
California
$5K +$1.57K +29 +57%
AWM
190
Avior Wealth Management
Nebraska
$5K +$4.33K +80 New
JWA
191
JFS Wealth Advisors
Pennsylvania
$4K
BWM
192
BNC Wealth Management
Oregon
$4K +$3.25K +60 New
GI
193
Gradient Investments
Minnesota
$3K
SIS
194
Sound Income Strategies
Florida
$3K
NNP
195
Nachman Norwood & Parrott
South Carolina
$3K +$2.16K +40 New
NSIM
196
North Star Investment Management
Illinois
$3K +$2.92K +54 New
CG
197
Cutler Group
California
$2K -$258K -4,768 -99%
AAP
198
Arax Advisory Partners
Colorado
$2K
HI
199
Hudock Inc
Pennsylvania
$2K
LWA
200
Lenox Wealth Advisors
New York
$2K

APPN Hedge Fund Activity: Q3 2020 in Review

214 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2020, worth a combined $2.01B — up 38% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APPN positions and 33 closed out — a net gain of 6 holders — while 69 added to existing stakes and 55 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $116M. The largest seller was D.E. Shaw & Co, cutting an estimated $11.3M.

  • 214 institutional investors held Appian (APPN) as of Q3 2020, up from 209 in Q2 2020.
  • Funds reported $2.01B of Appian stock for Q3 2020, up 38% quarter-over-quarter.
  • 39 funds opened new Appian positions in Q3 2020 and 33 closed out, a net change of +6 holders.
  • The largest Appian buyer in Q3 2020 was Baillie Gifford & Co, an estimated $116M added.
  • The largest Appian seller in Q3 2020 was D.E. Shaw & Co, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2020.