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192 hedge funds and large institutions have $1.17B invested in Appian in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $5.95M

15% more capital invested

Capital invested by funds: $1.02B → $1.17B (+$156M)

3.24% more ownership

Funds ownership: 80.33%83.58% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

1% less funds holding

Funds holding: 194192 (-2)

27% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 63

Holders
192
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
46
Reduced
63
Closed
36
Calls
$8.04M
Puts
$5.95M
Net Calls
+$2.09M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Smartleaf Asset Management
Massachusetts
$733 +$550 +17 +425%
DSC
177
Duncker Streett & Co
Missouri
$717
PS
178
Principal Securities
Iowa
$683
GWM
179
Geneos Wealth Management
Colorado
$512 -$97 -3 -17%
A
180
AlphaQuest
New York
$410 +$389 +12 New
AF
181
Advisornet Financial
Minnesota
$341
BF
182
BOK Financial
Oklahoma
$340 +$324 +10 New
IA
183
IFP Advisors
Florida
$307
NRG
184
Nemes Rush Group
Michigan
$240 +$194 +6 New
LFA
185
Legend Financial Advisors
Pennsylvania
$239
GEA
186
Glen Eagle Advisors
New Jersey
$239 +$227 +7 New
DWA
187
Delos Wealth Advisors
Texas
$171
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$171
TWC
189
TD Waterhouse Canada
Ontario, Canada
$132
GRP
190
Global Retirement Partners
California
$68
TFM
191
TFC Financial Management
Massachusetts
$35
HRCM
192
Hawk Ridge Capital Management
California
-$60.9M -1,973,521 Closed
SRFM
193
Shannon River Fund Management
New York
-$14.2M -460,060 Closed
EP
194
Edgestream Partners
New Jersey
-$4.66M -150,920 Closed
TC
195
TwinBeech Capital
New York
-$1.14M -36,791 Closed
BFM
196
Boothbay Fund Management
New York
-$1.06M -34,320 Closed
CSS
197
Cubist Systematic Strategies
Connecticut
-$870K -28,196 Closed
ECU
198
Eisler Capital (US)
New York
-$833K -26,991 Closed
XT
199
XTX Topco
Cayman Islands
-$454K -14,703 Closed
DM
200
Deerfield Management
New York
-$433K -14,027 Closed

APPN Hedge Fund Activity: Q3 2024 in Review

192 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2024, worth a combined $1.17B — up 15% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of APPN and 34 opened new positions — a net loss of 2 holders — while 63 trimmed existing stakes and 46 added.

The largest buyer was Abdiel Capital Advisors, adding an estimated $139M. The largest seller was Hawk Ridge Capital Management, exiting entirely with an estimated $60.9M sold.

  • 192 institutional investors held Appian (APPN) as of Q3 2024, down from 194 in Q2 2024.
  • Funds reported $1.17B of Appian stock for Q3 2024, up 15% quarter-over-quarter.
  • 34 funds opened new Appian positions in Q3 2024 and 36 closed out, a net change of -2 holders.
  • The largest Appian buyer in Q3 2024 was Abdiel Capital Advisors, an estimated $139M added.
  • The largest Appian seller in Q3 2024 was Hawk Ridge Capital Management, an estimated $60.9M sold.

Based on aggregated 13F filings for Q3 2024.