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283 hedge funds and large institutions have $3.8B invested in Appian in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 77 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 77

22% more call options, than puts

Call options by funds: $183M | Put options by funds: $151M

2% more capital invested

Capital invested by funds: $3.74B → $3.8B (+$61M)

2.03% less ownership

Funds ownership: 72.2%70.17% (-2%)

12% less funds holding

Funds holding: 322283 (-39)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
283
Holders Change
-39
Holders Change %
-12.11%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
105
Reduced
77
Closed
74
Calls
$183M
Puts
$151M
Net Calls
+$32.8M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
176
Clear Perspective Advisors
Illinois
$262K +$24.4K +215 +13%
CAM
177
Concorde Asset Management
Michigan
$258K -$121K -1,064 -36%
RIA
178
Regal Investment Advisors
Michigan
$257K +$212K +1,869 New
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$255K +$29.2K +257 +16%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$248K -$18.5K -163 -8%
CCM
181
Cribstone Capital Management
Maine
$248K
IFG
182
Independent Financial Group
California
$244K -$31.6K -278 -14%
TCWM
183
Total Clarity Wealth Management
Illinois
$236K +$8.52K +75 +5%
WAP
184
Wealthcare Advisory Partners
Pennsylvania
$229K
CAS
185
Cascadia Advisory Services
Oregon
$227K
LA
186
LexAurum Advisors
Kansas
$226K +$15.6K +137 +9%
AFA
187
Arlington Financial Advisors
California
$220K
MIM
188
Montgomery Investment Management
Maryland
$220K
CIM
189
CIM Investment Management
Pennsylvania
$214K
PPP
190
Private Portfolio Partners
New Jersey
$210K +$173K +1,523 New
SIM
191
Sonora Investment Management
Arizona
$200K +$5.68K +50 +4%
Amundi
192
Amundi
France
$193K +$159K +1,400 New
BFEC
193
Benjamin F. Edwards & Company
Missouri
$177K -$28.4K -250 -16%
SWM
194
Spire Wealth Management
Virginia
$173K -$7.38K -65 -5%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$171K +$56.8K +500 +67%
AF
196
Advisornet Financial
Minnesota
$166K -$22.7K -200 -14%
TRCT
197
Tower Research Capital (TRC)
New York
$161K -$259K -2,281 -66%
PA
198
Parallel Advisors
California
$160K -$54.3K -478 -29%
FGAM
199
Financial Gravity Asset Management
Texas
$138K +$1.14K +10 New
HWMA
200
Heritage Wealth Management (Arizona)
Arizona
$135K -$169K -1,490 -60%

APPN Hedge Fund Activity: Q2 2021 in Review

283 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2021, worth a combined $3.8B — up 1.6% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of APPN and 36 opened new positions — a net loss of 38 holders — while 77 trimmed existing stakes and 105 added.

The largest buyer was First Trust Advisors, adding an estimated $46.3M. The largest seller was Fred Alger Management, exiting entirely with an estimated $87.4M sold.

  • 283 institutional investors held Appian (APPN) as of Q2 2021, down from 322 in Q1 2021.
  • Funds reported $3.8B of Appian stock for Q2 2021, up 1.6% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q2 2021 and 74 closed out, a net change of -38 holders.
  • The largest Appian buyer in Q2 2021 was First Trust Advisors, an estimated $46.3M added.
  • The largest Appian seller in Q2 2021 was Fred Alger Management, an estimated $87.4M sold.

Based on aggregated 13F filings for Q2 2021.