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194 hedge funds and large institutions have $1.02B invested in Appian in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

10.59% more ownership

Funds ownership: 69.74%80.33% (+11%)

6% less funds holding

Funds holding: 207194 (-13)

13% less capital invested

Capital invested by funds: $1.18B → $1.02B (-$158M)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

51% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $25.4M

Holders
194
Holders Change
-13
Holders Change %
-6.28%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
58
Reduced
47
Closed
50
Calls
$12.4M
Puts
$25.4M
Net Calls
-$13M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
176
Principal Securities
Iowa
$617
IC
177
Innealta Capital
Texas
$586 +$623 +19 New
GWM
178
Geneos Wealth Management
Colorado
$555 +$98 +3 +20%
Toronto Dominion Bank
179
Toronto Dominion Bank
Ontario, Canada
$525
GI
180
GAMMA Investing
California
$432 -$230 -7 -33%
MFG
181
Mendota Financial Group
Wisconsin
$402
AF
182
Advisornet Financial
Minnesota
$309
CHA
183
Carmichael Hill & Associates
Maryland
$309
RIL
184
Rothschild Investment LLC
Illinois
$309 +$164 +5 +100%
IA
185
IFP Advisors
Florida
$278
LFA
186
Legend Financial Advisors
Pennsylvania
$216 +$230 +7 New
TWP
187
Triad Wealth Partners
Kansas
$216 +$230 +7 New
DWA
188
Delos Wealth Advisors
Texas
$155
MPWT
189
MassMutual Private Wealth & Trust
Connecticut
$154 +$164 +5 New
TWC
190
TD Waterhouse Canada
Ontario, Canada
$123 +$131 +4 New
SAM
191
Smartleaf Asset Management
Massachusetts
$122 +$131 +4 New
GRP
192
Global Retirement Partners
California
$62 -$3.35K -102 -98%
TFM
193
TFC Financial Management
Massachusetts
$31 +$33 +1 New
Citadel Advisors
194
Citadel Advisors
Florida
-$6.91M -210,709 Closed
TI
195
Trexquant Investment
Connecticut
-$4.97M -124,325 Closed
RC
196
Roubaix Capital
Colorado
-$3.34M -83,592 Closed
Squarepoint
197
Squarepoint
New York
-$2.29M -57,223 Closed
BHCM
198
Boulder Hill Capital Management
New York
-$1.68M -42,000 Closed
Millennium Management
199
Millennium Management
New York
-$1.17M -29,320 Closed
ECM
200
ExodusPoint Capital Management
New York
-$1.11M -27,814 Closed

APPN Hedge Fund Activity: Q2 2024 in Review

194 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2024, worth a combined $1.02B — down 13% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of APPN and 38 opened new positions — a net loss of 12 holders — while 47 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $87.3M. The largest seller was Mirae Asset Global Investments, cutting an estimated $11.8M.

  • 194 institutional investors held Appian (APPN) as of Q2 2024, down from 207 in Q1 2024.
  • Funds reported $1.02B of Appian stock for Q2 2024, down 13% quarter-over-quarter.
  • 38 funds opened new Appian positions in Q2 2024 and 50 closed out, a net change of -12 holders.
  • The largest Appian buyer in Q2 2024 was Morgan Stanley, an estimated $87.3M added.
  • The largest Appian seller in Q2 2024 was Mirae Asset Global Investments, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2024.