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301 hedge funds and large institutions have $4.84B invested in Appian in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 29

141% more capital invested

Capital invested by funds: $2.01B → $4.84B (+$2.84B)

41% more funds holding

Funds holding: 214301 (+87)

28% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 67

3.36% less ownership

Funds ownership: 82.31%78.95% (-3.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less call options, than puts

Call options by funds: $157M | Put options by funds: $243M

Holders
301
Holders Change
+87
Holders Change %
+40.65%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
116
Increased
86
Reduced
67
Closed
29
Calls
$157M
Puts
$243M
Net Calls
-$86.6M
Net Calls Change
-$90.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$370K
TRCT
177
Tower Research Capital (TRC)
New York
$368K -$2.76M -24,640 -92%
SWP
178
Stratos Wealth Partners
Ohio
$360K +$248K +2,219 New
SPIO
179
Seven Post Investment Office
California
$357K +$246K +2,200 New
IFG
180
Independent Financial Group
California
$355K +$245K +2,190 New
AWM
181
AE Wealth Management
Kansas
$351K +$243K +2,168 New
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$336K
BRWA
183
B. Riley Wealth Advisors
Florida
$333K +$230K +2,050 New
AC
184
Abbrea Capital
California
$331K +$228K +2,040 New
C
185
Certuity
Florida
$330K +$228K +2,033 New
GWS
186
Glassman Wealth Services
Virginia
$324K
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$319K +$33.3K +297 +18%
PAG
188
Private Advisor Group
New Jersey
$319K +$220K +1,969 New
WAP
189
Wealthcare Advisory Partners
Pennsylvania
$318K +$220K +1,962 New
GWSG
190
GPS Wealth Strategies Group
Colorado
$312K +$216K +1,925 New
BFEC
191
Benjamin F. Edwards & Company
Missouri
$311K +$105K +937 +96%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$309K +$213K +1,905 New
LSA
193
Leonteq Securities AG
Switzerland
$308K +$213K +1,900 New
Victory Capital Management
194
Victory Capital Management
Texas
$304K +$210K +1,878 New
RIA
195
Regal Investment Advisors
Michigan
$303K +$209K +1,869 New
GT
196
Glenmede Trust
Pennsylvania
$299K -$4.37K -39 -2%
CCP
197
Cardan Capital Partners
Colorado
$298K +$206K +1,840 New
CCM
198
Cribstone Capital Management
Maine
$292K +$202K +1,800 New
CPA
199
Clear Perspective Advisors
Illinois
$288K +$199K +1,775 New
PFS
200
Prospera Financial Services
Texas
$287K -$211K -1,880 -51%

APPN Hedge Fund Activity: Q4 2020 in Review

301 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2020, worth a combined $4.84B — up 141% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new APPN positions and 29 closed out — a net gain of 87 holders — while 86 added to existing stakes and 67 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $125M. The largest seller was Abdiel Capital Advisors, cutting an estimated $216M.

  • 301 institutional investors held Appian (APPN) as of Q4 2020, up from 214 in Q3 2020.
  • Funds reported $4.84B of Appian stock for Q4 2020, up 141% quarter-over-quarter.
  • 116 funds opened new Appian positions in Q4 2020 and 29 closed out, a net change of +87 holders.
  • The largest Appian buyer in Q4 2020 was Fred Alger Management, an estimated $125M added.
  • The largest Appian seller in Q4 2020 was Abdiel Capital Advisors, an estimated $216M sold.

Based on aggregated 13F filings for Q4 2020.