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243 hedge funds and large institutions have $1.4B invested in Appian in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 91 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $23.5M

3.56% more ownership

Funds ownership: 68.59%72.15% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 269243 (-26)

18% less capital invested

Capital invested by funds: $1.7B → $1.4B (-$307M)

39% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 51

45% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 91

Holders
243
Holders Change
-26
Holders Change %
-9.67%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
50
Reduced
91
Closed
51
Calls
$43.9M
Puts
$23.5M
Net Calls
+$20.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
176
Venture Visionary Partners
Ohio
$11.4K +$12.1K +241 New
PA
177
Parallel Advisors
California
$10K -$1.11K -22 -9%
HNB
178
Huntington National Bank
Ohio
$10K
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$10K +$1.96K +39 +21%
CCA
180
Column Capital Advisors
Indiana
$9K
HR
181
Howe & Rusling
New York
$9K
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$9K
TSWM
183
Tyler-Stone Wealth Management
Ohio
$9K
DWA
184
Delos Wealth Advisors
Texas
$8K
AIM
185
Anchor Investment Management
South Carolina
$7.1K
AA
186
Addison Advisors
Vermont
$7K
FMP
187
Financial Management Professionals
Texas
$7K
LPWM
188
Lake Point Wealth Management
Texas
$7K
LFG
189
Larson Financial Group
Missouri
$7K
BWM
190
BerganKDV Wealth Management
Minnesota
$6K
CFGS
191
Concourse Financial Group Securities
Alabama
$6K
GIA
192
GHP Investment Advisors
Colorado
$6K
OCM
193
Orion Capital Management
California
$6K
TC
194
Truvestments Capital
Florida
$6K +$6.33K +126 New
MTIC
195
Missouri Trust & Investment Company
Missouri
$5K
ODG
196
O'Dell Group
Ohio
$5K
AWM
197
Avior Wealth Management
Nebraska
$4K -$6.38K -127 -56%
TCM
198
Tradewinds Capital Management
Washington
$4K
AA
199
Ancora Advisors
Ohio
$4K +$251 +5 +7%
AF
200
Allworth Financial
California
$3K -$10.2K -203 -74%

APPN Hedge Fund Activity: Q2 2022 in Review

243 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2022, worth a combined $1.4B — down 18% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of APPN and 31 opened new positions — a net loss of 20 holders — while 91 trimmed existing stakes and 50 added.

The largest buyer was Abdiel Capital Advisors, adding an estimated $119M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $10.2M sold.

  • 243 institutional investors held Appian (APPN) as of Q2 2022, down from 269 in Q1 2022.
  • Funds reported $1.4B of Appian stock for Q2 2022, down 18% quarter-over-quarter.
  • 31 funds opened new Appian positions in Q2 2022 and 51 closed out, a net change of -20 holders.
  • The largest Appian buyer in Q2 2022 was Abdiel Capital Advisors, an estimated $119M added.
  • The largest Appian seller in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2022.