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237 hedge funds and large institutions have $1.23B invested in Appian in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $30M | Put options by funds: $17.1M

1.22% more ownership

Funds ownership: 72.15%73.37% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 243237 (-6)

12% less capital invested

Capital invested by funds: $1.4B → $1.23B (-$169M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

29% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 79

Holders
237
Holders Change
-6
Holders Change %
-2.47%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
56
Reduced
79
Closed
31
Calls
$30M
Puts
$17.1M
Net Calls
+$12.9M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
176
Wagner Wealth Management (South Carolina)
South Carolina
$11K
JGCM
177
Joseph Group Capital Management
Ohio
$11K +$12.6K +260 New
JWA
178
JFS Wealth Advisors
Pennsylvania
$10K
MCM
179
Manchester Capital Management
Vermont
$10K +$9.56K +197 +469%
MA
180
MUFG Americas
New York
$10K +$11.6K +240 New
IA
181
IFP Advisors
Florida
$10K +$12.1K +250 +1,250%
HNB
182
Huntington National Bank
Ohio
$9K
PA
183
Parallel Advisors
California
$9K
AWM
184
Abound Wealth Management
Tennessee
$8.17K +$9.7K +200 New
CCA
185
Column Capital Advisors
Indiana
$8K
HR
186
Howe & Rusling
New York
$8K
TSWM
187
Tyler-Stone Wealth Management
Ohio
$8K
CG
188
Cutler Group
California
$7K -$7.42K -153 -47%
DWA
189
Delos Wealth Advisors
Texas
$7K
BSSFA
190
Baron Silver Stevens Financial Advisors
Florida
$6.22K +$679 +14 New
AIM
191
Anchor Investment Management
South Carolina
$6.13K
SWM
192
Spire Wealth Management
Virginia
$6K -$8.2K -169 -55%
AA
193
Addison Advisors
Vermont
$6K
LFG
194
Larson Financial Group
Missouri
$6K
BWM
195
BerganKDV Wealth Management
Minnesota
$5K
GIA
196
GHP Investment Advisors
Colorado
$5K
OCM
197
Orion Capital Management
California
$5K
TC
198
Truvestments Capital
Florida
$5K
AWM
199
Avior Wealth Management
Nebraska
$4K
MTIC
200
Missouri Trust & Investment Company
Missouri
$4K

APPN Hedge Fund Activity: Q3 2022 in Review

237 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2022, worth a combined $1.23B — down 12% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of APPN and 27 opened new positions — a net loss of 4 holders — while 79 trimmed existing stakes and 56 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $13.9M. The largest seller was Two Sigma Investments, cutting an estimated $6.22M.

  • 237 institutional investors held Appian (APPN) as of Q3 2022, down from 243 in Q2 2022.
  • Funds reported $1.23B of Appian stock for Q3 2022, down 12% quarter-over-quarter.
  • 27 funds opened new Appian positions in Q3 2022 and 31 closed out, a net change of -4 holders.
  • The largest Appian buyer in Q3 2022 was Mirae Asset Global Investments, an estimated $13.9M added.
  • The largest Appian seller in Q3 2022 was Two Sigma Investments, an estimated $6.22M sold.

Based on aggregated 13F filings for Q3 2022.