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322 hedge funds and large institutions have $3.74B invested in Appian in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 301322 (+21)

3% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 104

0% less call options, than puts

Call options by funds: $115M | Put options by funds: $115M

6.75% less ownership

Funds ownership: 78.95%72.2% (-6.7%)

23% less capital invested

Capital invested by funds: $4.84B → $3.74B (-$1.1B)

Holders
322
Holders Change
+21
Holders Change %
+6.98%
% of All Funds
5.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
63
Increased
107
Reduced
104
Closed
38
Calls
$115M
Puts
$115M
Net Calls
-$362K
Net Calls Change
+$86.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
176
Prudential Financial
New Jersey
$353K +$28.3K +160 +6%
BRWA
177
B. Riley Wealth Advisors
Florida
$353K +$107K +603 +29%
CFO
178
Colony Family Offices
North Carolina
$350K +$466K +2,635 New
PAMU
179
Pictet Asset Management (UK)
United Kingdom
$346K +$35.4K +200 +8%
CIBC Asset Management
180
CIBC Asset Management
Ontario, Canada
$342K +$33.3K +188 +8%
LSA
181
Leonteq Securities AG
Switzerland
$339K +$115K +650 +34%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$336K
HI
183
Harbour Investments
Wisconsin
$334K +$445K +2,513 New
RE
184
RBC Europe
United Kingdom
$332K +$35.4K +200 +9%
HWMA
185
Heritage Wealth Management (Arizona)
Arizona
$328K +$436K +2,467 New
MA
186
Mutual Advisors
Nebraska
$327K
Stifel Financial
187
Stifel Financial
Missouri
$307K +$126K +714 +45%
QP
188
Quilter Plc
United Kingdom
$305K -$24.8K -140 -6%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$303K
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$302K -$43K -243 -10%
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$301K -$4.25K -24 -1%
PCIA
192
Prime Capital Investment Advisors
Kansas
$297K +$182K +1,030 +85%
SPIO
193
Seven Post Investment Office
California
$292K
AWM
194
AE Wealth Management
Kansas
$290K +$1.95K +11 +0.5%
FIM
195
Freedom Investment Management
Connecticut
$290K +$386K +2,182 New
CA
196
Cetera Advisors
Colorado
$286K -$57.5K -325 -13%
SPC
197
Sigma Planning Corp
Michigan
$279K +$62.5K +353 +20%
IFG
198
Independent Financial Group
California
$273K -$24.4K -138 -6%
GAM
199
Griffin Asset Management
New York
$270K +$359K +2,029 New
PAG
200
Private Advisor Group
New Jersey
$266K +$5.84K +33 +2%

APPN Hedge Fund Activity: Q1 2021 in Review

322 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2021, worth a combined $3.74B — down 23% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new APPN positions and 38 closed out — a net gain of 25 holders — while 107 added to existing stakes and 104 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $67.2M. The largest seller was Morgan Stanley, cutting an estimated $292M.

  • 322 institutional investors held Appian (APPN) as of Q1 2021, up from 301 in Q4 2020.
  • Funds reported $3.74B of Appian stock for Q1 2021, down 23% quarter-over-quarter.
  • 63 funds opened new Appian positions in Q1 2021 and 38 closed out, a net change of +25 holders.
  • The largest Appian buyer in Q1 2021 was Two Sigma Investments, an estimated $67.2M added.
  • The largest Appian seller in Q1 2021 was Morgan Stanley, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2021.