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267 hedge funds and large institutions have $1.82B invested in Appian in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $66M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.4% less ownership

Funds ownership: 71.69%70.29% (-1.4%)

6% less funds holding

Funds holding: 284267 (-17)

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

31% less capital invested

Capital invested by funds: $2.63B → $1.82B (-$809M)

Holders
267
Holders Change
-17
Holders Change %
-5.99%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
71
Reduced
89
Closed
63
Calls
$66.6M
Puts
$66M
Net Calls
+$634K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
Focused Wealth Management
New York
$39K -$16.6K -200 -25%
S
177
SignatureFD
Georgia
$39K -$9.89K -119 -17%
LWP
178
Lumature Wealth Partners
Georgia
$39K
SCA
179
Snowden Capital Advisors
New York
$39K +$49.9K +600 New
CHA
180
Carmichael Hill & Associates
Maryland
$37K -$2.08K -25 -4%
EWA
181
EverSource Wealth Advisors
Alabama
$37K +$47.9K +576 New
TFA
182
Toth Financial Advisory
Virginia
$34K
PFBT
183
Parkside Financial Bank & Trust
Missouri
$33K +$24.9K +300 +150%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$32K -$9.47K -114 -19%
CCM
185
Chilton Capital Management
Texas
$30K +$37.6K +453 New
RA
186
Rise Advisors
New York
$27.5K +$35.1K +422 New
SSB
187
Sandy Spring Bank
Maryland
$26K -$16.6K -200 -33%
TWA
188
TCI Wealth Advisors
Arizona
$26K +$5.15K +62 +19%
ME
189
McIlrath & Eck
Washington
$24K
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19K +$13.7K +165 +130%
DFCM
191
Dark Forest Capital Management
Puerto Rico
$19K +$24.3K +292 New
Fidelity Investments
192
Fidelity Investments
Massachusetts
$18K -$11.8K -142 -34%
CFD
193
Creative Financial Designs
Indiana
$18K -$2.08K -25 -8%
ATC
194
Adirondack Trust Company
New York
$18K
HWA
195
HHM Wealth Advisors
Tennessee
$18K +$11K +132 +92%
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$17K -$4.24K -51 -16%
WWMSC
197
Wagner Wealth Management (South Carolina)
South Carolina
$17K
AWA
198
Amplius Wealth Advisors
Pennsylvania
$17K +$22K +265 New
RIM
199
Rockbridge Investment Management
New York
$16K -$1.66K -20 -8%
AWM
200
Avior Wealth Management
Nebraska
$16K

APPN Hedge Fund Activity: Q4 2021 in Review

267 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2021, worth a combined $1.82B — down 31% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of APPN and 49 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 71 added.

The largest buyer was First Trust Advisors, adding an estimated $25.6M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 267 institutional investors held Appian (APPN) as of Q4 2021, down from 284 in Q3 2021.
  • Funds reported $1.82B of Appian stock for Q4 2021, down 31% quarter-over-quarter.
  • 49 funds opened new Appian positions in Q4 2021 and 63 closed out, a net change of -14 holders.
  • The largest Appian buyer in Q4 2021 was First Trust Advisors, an estimated $25.6M added.
  • The largest Appian seller in Q4 2021 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.