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269 hedge funds and large institutions have $1.7B invested in Appian in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $41.1M

11% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 45

1% more funds holding

Funds holding: 267269 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.7% less ownership

Funds ownership: 70.29%68.59% (-1.7%)

6% less capital invested

Capital invested by funds: $1.82B → $1.7B (-$114M)

23% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 86

Holders
269
Holders Change
+2
Holders Change %
+0.75%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
66
Reduced
86
Closed
45
Calls
$46.9M
Puts
$41.1M
Net Calls
+$5.77M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
176
Simplex Trading
Illinois
$42K -$243K -4,276 -86%
KTC
177
Kistler-Tiffany Companies
Pennsylvania
$37K
FDCDDQ
178
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36K +$17K +300 +103%
LWP
179
Lumature Wealth Partners
Georgia
$36K
EWA
180
EverSource Wealth Advisors
Alabama
$36K +$851 +15 +3%
BCWM
181
Bartlett & Co Wealth Management
Ohio
$35.5K +$42.5K +750 New
CHA
182
Carmichael Hill & Associates
Maryland
$35K
HWMA
183
Heritage Wealth Management (Arizona)
Arizona
$34K +$31.9K +563 New
RA
184
Rise Advisors
New York
$33K +$6.52K +115 +27%
TFA
185
Toth Financial Advisory
Virginia
$31K
LSA
186
Leonteq Securities AG
Switzerland
$30.4K -$14.2K -250 -33%
PFBT
187
Parkside Financial Bank & Trust
Missouri
$30K
TRCT
188
Tower Research Capital (TRC)
New York
$28K -$7.15K -126 -21%
SLWA
189
San Luis Wealth Advisors
California
$26K +$22.5K +397 New
TWA
190
TCI Wealth Advisors
Arizona
$25K +$1.14K +20 +5%
SSB
191
Sandy Spring Bank
Maryland
$24K
HFS
192
Hantz Financial Services
Michigan
$24K +$22.7K +400 New
SSG
193
Summit Securities Group
New York
$24K +$22.7K +400 New
TF
194
Tompkins Financial
New York
$24K +$22.7K +400 New
ME
195
McIlrath & Eck
Washington
$23K
MCC
196
Money Concepts Capital
Florida
$20K +$18.6K +327 New
ATC
197
Adirondack Trust Company
New York
$17K
CFD
198
Creative Financial Designs
Indiana
$17K
HWA
199
HHM Wealth Advisors
Tennessee
$17K
AF
200
Allworth Financial
California
$17K +$12K +211 +325%

APPN Hedge Fund Activity: Q1 2022 in Review

269 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2022, worth a combined $1.7B — down 6.3% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new APPN positions and 45 closed out — a net gain of 5 holders — while 66 added to existing stakes and 86 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $38.1M. The largest seller was Morgan Stanley, cutting an estimated $20.9M.

  • 269 institutional investors held Appian (APPN) as of Q1 2022, up from 267 in Q4 2021.
  • Funds reported $1.7B of Appian stock for Q1 2022, down 6.3% quarter-over-quarter.
  • 50 funds opened new Appian positions in Q1 2022 and 45 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q1 2022 was Abdiel Capital Advisors, an estimated $38.1M added.
  • The largest Appian seller in Q1 2022 was Morgan Stanley, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2022.