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Appian
APPN

214 hedge funds and large institutions have $2.01B invested in Appian in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $1.46B → $2.01B (+$547M)

25% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 55

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

13% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $30.6M

2% more funds holding

Funds holding: 209 → 214 (+5)

0.93% more ownership

Funds ownership: 81.37% → 82.31% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
39
Increased
69
Reduced
55
Closed
33
Calls
$34.8M
Puts
$30.6M
Net Calls
+$4.12M
Net Calls Change
+$37.8M

Top Buyers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$116M
2
AAMU
Amundi Asset Management US
Massachusetts
+$10.6M
3
SP
StackLine Partners
New York
+$9.21M
4
First Trust Advisors
First Trust Advisors
Illinois
+$8.33M
5
N
Natixis
France
+$7.9M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$11.3M
2
CCM
CAAS Capital Management
New York
-$11.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$8.27M
4
ACM
Aubrey Capital Management
United Kingdom
-$5.14M
5
SC
Sculptor Capital
New York
-$4.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
201
Versant Capital Management
Arizona
$2K – – –
WOC
202
West Oak Capital
California
$2K – – –
AW
203
Avion Wealth
Texas
$2K +$1.51K +28 New
BWM
204
BerganKDV Wealth Management
Minnesota
$1K – – –
DSC
205
Duncker Streett & Co
Missouri
$1K – – –
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
HWA
207
HHM Wealth Advisors
Tennessee
$1K – – –
PMFA
208
Plante Moran Financial Advisors
Michigan
$1K – – –
CFFP
209
Center for Financial Planning
Michigan
$1K +$433 +8 New
PFWA
210
Paces Ferry Wealth Advisors
Georgia
$1K +$649 +12 New
ETC
211
Exchange Traded Concepts
Oklahoma
$1K +$758 +14 New
FFA
212
Founders Financial Alliance
North Carolina
$1K +$974 +18 New
Millennium Management
213
Millennium Management
New York
$240 -$319K -5,895 -61%
FCA
214
FinTrust Capital Advisors
South Carolina
$12 +$9.74K +180 New
CCM
215
CAAS Capital Management
New York
– -$11.2M -218,022 Closed
ACM
216
Aubrey Capital Management
United Kingdom
– -$5.14M -100,200 Closed
SC
217
Sculptor Capital
New York
– -$4.02M -78,400 Closed
CM
218
Caption Management
Oklahoma
– -$2.45M -47,846 Closed
State of New Jersey Common Pension Fund D
219
State of New Jersey Common Pension Fund D
New Jersey
– -$1.92M -37,498 Closed
IECM
220
Intrinsic Edge Capital Management
Illinois
– -$1.54M -30,000 Closed
PCM
221
Pinz Capital Management
New York
– -$1.14M -22,200 Closed
ECM
222
ExodusPoint Capital Management
New York
– -$1.11M -21,626 Closed
WAM
223
Wealthspire Advisors (Maryland)
Maryland
– -$990K -19,322 Closed
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
– -$648K -12,644 Closed
SSA
225
Schonfeld Strategic Advisors
New York
– -$584K -11,401 Closed
6 7 8
9
10

APPN Hedge Fund Activity: Q3 2020 in Review

214 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2020, worth a combined $2.01B — up 38% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APPN positions and 33 closed out — a net gain of 6 holders — while 69 added to existing stakes and 55 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $116M. The largest seller was D.E. Shaw & Co, cutting an estimated $11.3M.

  • 214 institutional investors held Appian (APPN) as of Q3 2020, up from 209 in Q2 2020.
  • Funds reported $2.01B of Appian stock for Q3 2020, up 38% quarter-over-quarter.
  • 39 funds opened new Appian positions in Q3 2020 and 33 closed out, a net change of +6 holders.
  • The largest Appian buyer in Q3 2020 was Baillie Gifford & Co, an estimated $116M added.
  • The largest Appian seller in Q3 2020 was D.E. Shaw & Co, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2020.