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Appian
APPN

212 hedge funds and large institutions have $915M invested in Appian in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $11.5M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4.93% less ownership

Funds ownership: 73.37% → 68.44% (-4.9%)

11% less funds holding

Funds holding: 237 → 212 (-25)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

25% less capital invested

Capital invested by funds: $1.23B → $915M (-$311M)

39% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 51

Holders
212
Holders Change
-25
Holders Change %
-10.55%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
59
Reduced
66
Closed
51
Calls
$25.4M
Puts
$11.5M
Net Calls
+$13.9M
Net Calls Change
+$987K

Top Buyers

Rank Fund Capital Flow
1
HRCM
Hawk Ridge Capital Management
California
+$68.5M
2
ACA
Abdiel Capital Advisors
New York
+$19.3M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$14.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$10.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$7.3M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$160M
2
Millennium Management
Millennium Management
New York
-$10.2M
3
SAM
Silvercrest Asset Management
New York
-$9.46M
4
WP
Woodline Partners
California
-$4.98M
5
PCM
Prelude Capital Management
New York
-$4.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$3K -$39.4K -1,000 -93%
MTIC
177
Missouri Trust & Investment Company
Missouri
$3K – – –
TCM
178
Tradewinds Capital Management
Washington
$2.77K – – –
HI
179
Harbour Investments
Wisconsin
$2.31K – – –
JWA
180
JFS Wealth Advisors
Pennsylvania
$2.25K -$7.18K -182 -73%
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$2.18K – – –
AF
182
Allworth Financial
California
$2.12K -$158 -4 -6%
AWM
183
Activest Wealth Management
Florida
$2.08K – – –
CWP
184
Concord Wealth Partners
Virginia
$1.79K +$2.17K +55 New
GI
185
Gradient Investments
Minnesota
$1.63K – – –
GWSA
186
Global Wealth Strategies & Associates
Colorado
$1.63K +$1.97K +50 New
RBC
187
Romano Brothers & Co
Illinois
$1.63K +$1.97K +50 New
FMB
188
Field & Main Bank
Kentucky
$1.63K – – –
IGWM
189
ICA Group Wealth Management
Colorado
$1.47K +$1.77K +45 New
USCWA
190
U.S. Capital Wealth Advisors
Texas
$1.14K +$1.38K +35 New
BTI
191
Blue Trust Inc
Georgia
$1K – – –
Toronto Dominion Bank
192
Toronto Dominion Bank
Ontario, Canada
$1K – – –
VF
193
VitalStone Financial
Texas
$1K +$710 +18 New
GWS
194
Glassman Wealth Services
Virginia
$847 +$1.02K +26 New
CFO
195
CVA Family Office
Colorado
$781 – – –
DSC
196
Duncker Streett & Co
Missouri
$684 – – –
AF
197
Advisornet Financial
Minnesota
$684 +$118 +3 +17%
BAAM
198
Baker Avenue Asset Management
California
$684 +$828 +21 New
SIC
199
Salem Investment Counselors
North Carolina
$651 – – –
BIA
200
Bell Investment Advisors
California
$423 +$79 +2 +18%
6 7
8
9 10

APPN Hedge Fund Activity: Q4 2022 in Review

212 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2022, worth a combined $915M — down 25% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of APPN and 31 opened new positions — a net loss of 20 holders — while 66 trimmed existing stakes and 59 added.

The largest buyer was Hawk Ridge Capital Management, opening a new position worth an estimated $68.5M. The largest seller was Baillie Gifford & Co, cutting an estimated $160M.

  • 212 institutional investors held Appian (APPN) as of Q4 2022, down from 237 in Q3 2022.
  • Funds reported $915M of Appian stock for Q4 2022, down 25% quarter-over-quarter.
  • 31 funds opened new Appian positions in Q4 2022 and 51 closed out, a net change of -20 holders.
  • The largest Appian buyer in Q4 2022 was Hawk Ridge Capital Management, an estimated $68.5M added.
  • The largest Appian seller in Q4 2022 was Baillie Gifford & Co, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2022.