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284 hedge funds and large institutions have $2.63B invested in Appian in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

1.53% more ownership

Funds ownership: 70.17%71.69% (+1.5%)

6% more call options, than puts

Call options by funds: $102M | Put options by funds: $96.3M

0% more funds holding

Funds holding: 283284 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less capital invested

Capital invested by funds: $3.8B → $2.63B (-$1.18B)

Holders
284
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
87
Reduced
72
Closed
47
Calls
$102M
Puts
$96.3M
Net Calls
+$5.37M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
176
Virginia Retirement Systems
Virginia
$213K +$255K +2,300 New
Amundi
177
Amundi
France
$212K +$98.5K +889 +64%
Mackenzie Financial
178
Mackenzie Financial
Ontario, Canada
$212K +$254K +2,297 New
BRWA
179
B. Riley Wealth Advisors
Florida
$209K -$33.2K -300 -12%
LSA
180
Leonteq Securities AG
Switzerland
$208K -$88.6K -800 -26%
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$205K +$16.8K +152 +7%
SPIO
182
Seven Post Investment Office
California
$204K
AG
183
Algert Global
California
$204K +$244K +2,205 New
Vontobel Holding
184
Vontobel Holding
Switzerland
$202K
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$199K -$11.3K -102 -5%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$195K
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$194K -$18.6K -168 -7%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$188K +$25.7K +232 +13%
NICM
189
Neo Ivy Capital Management
New York
$180K +$314K +2,831 +418%
CCM
190
Cribstone Capital Management
Maine
$167K
SIM
191
Sonora Investment Management
Arizona
$162K +$33.2K +300 +21%
TCWM
192
Total Clarity Wealth Management
Illinois
$158K
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$140K +$30.4K +274 +22%
TRCT
194
Tower Research Capital (TRC)
New York
$121K +$16K +144 +12%
HIIFS
195
Harel Insurance Investments & Financial Services
Israel
$120K -$64.3K -580 -31%
BFEC
196
Benjamin F. Edwards & Company
Missouri
$119K
AIC
197
Ayalon Insurance Company
Israel
$118K +$138K +1,250 New
SWM
198
Spire Wealth Management
Virginia
$116K
AF
199
Advisornet Financial
Minnesota
$112K
PA
200
Parallel Advisors
California
$106K -$2.22K -20 -2%

APPN Hedge Fund Activity: Q3 2021 in Review

284 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2021, worth a combined $2.63B — down 31% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 47 closed out — a net gain of 5 holders — while 87 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.5M.

  • 284 institutional investors held Appian (APPN) as of Q3 2021, up from 283 in Q2 2021.
  • Funds reported $2.63B of Appian stock for Q3 2021, down 31% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2021 and 47 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q3 2021 was Morgan Stanley, an estimated $83.1M added.
  • The largest Appian seller in Q3 2021 was Lord, Abbett & Co, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2021.