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209 hedge funds and large institutions have $1.46B invested in Appian in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

65% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 43

34% more capital invested

Capital invested by funds: $1.09B → $1.46B (+$372M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 172209 (+37)

2.83% more ownership

Funds ownership: 78.55%81.37% (+2.8%)

52% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $65.1M

Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
65
Increased
71
Reduced
43
Closed
27
Calls
$31.4M
Puts
$65.1M
Net Calls
-$33.6M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
201
BerganKDV Wealth Management
Minnesota
$1K
DSC
202
Duncker Streett & Co
Missouri
$1K
TWA
203
TCI Wealth Advisors
Arizona
$1K
EFSCE
204
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$488 +10 New
PMFA
205
Plante Moran Financial Advisors
Michigan
$1K +$732 +15 New
WOC
206
West Oak Capital
California
$1K +$732 +15 +150%
VCM
207
Versant Capital Management
Arizona
$1K +$1.66K +34 +680%
TI
208
tru Independence
Oregon
$9 +$1.9K +39 +30%
GIP
209
Granite Investment Partners
California
-$16M -398,233 Closed
AACP
210
Advantage Alpha Capital Partners
California
-$3.39M -84,251 Closed
Renaissance Technologies
211
Renaissance Technologies
New York
-$2.48M -61,700 Closed
Point72 Asset Management
212
Point72 Asset Management
Connecticut
-$1.76M -43,700 Closed
ECM
213
Engle Capital Management
Connecticut
-$1.01M -25,000 Closed
WANY
214
Wealthspire Advisors (New York)
New York
-$893K -22,200 Closed
EGM
215
Engineers Gate Manager
New York
-$834K -20,719 Closed
Calamos Advisors
216
Calamos Advisors
Illinois
-$828K -20,591 Closed
Walleye Trading
217
Walleye Trading
New York
-$946K -19,389 Closed
TC
218
TwinBeech Capital
New York
-$583K -14,504 Closed
SS
219
Sunbelt Securities
Texas
-$643K -13,896 Closed
QCM
220
Quantinno Capital Management
New York
-$466K -11,585 Closed
MIH
221
Meitav Investment House
Israel
-$440K -10,943 Closed
WCM
222
Weld Capital Management
New York
-$440K -10,942 Closed
Citadel Advisors
223
Citadel Advisors
Florida
-$336K -6,893 Closed
Truist Financial
224
Truist Financial
North Carolina
-$243K -6,046 Closed
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
-$221K -5,483 Closed

APPN Hedge Fund Activity: Q2 2020 in Review

209 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2020, worth a combined $1.46B — up 34% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new APPN positions and 27 closed out — a net gain of 38 holders — while 71 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $22.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $32.1M.

  • 209 institutional investors held Appian (APPN) as of Q2 2020, up from 172 in Q1 2020.
  • Funds reported $1.46B of Appian stock for Q2 2020, up 34% quarter-over-quarter.
  • 65 funds opened new Appian positions in Q2 2020 and 27 closed out, a net change of +38 holders.
  • The largest Appian buyer in Q2 2020 was Abdiel Capital Advisors, an estimated $22.9M added.
  • The largest Appian seller in Q2 2020 was D.E. Shaw & Co, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2020.