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322 hedge funds and large institutions have $3.74B invested in Appian in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 301322 (+21)

3% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 104

0% less call options, than puts

Call options by funds: $115M | Put options by funds: $115M

6.75% less ownership

Funds ownership: 78.95%72.2% (-6.7%)

23% less capital invested

Capital invested by funds: $4.84B → $3.74B (-$1.1B)

Holders
322
Holders Change
+21
Holders Change %
+6.98%
% of All Funds
5.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
63
Increased
107
Reduced
104
Closed
38
Calls
$115M
Puts
$115M
Net Calls
-$362K
Net Calls Change
+$86.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
201
Prospera Financial Services
Texas
$266K +$39.8K +225 +13%
TWP
202
TFO Wealth Partners
Ohio
$266K +$354K +2,000 New
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$261K -$885 -5 -0.3%
GWSG
204
GPS Wealth Strategies Group
Colorado
$260K +$6.37K +36 +2%
CAM
205
Cresset Asset Management
Illinois
$259K +$39.3K +222 +13%
CCM
206
Cribstone Capital Management
Maine
$239K
WJA
207
Willis Johnson & Associates
Texas
$233K
GAM
208
Gotham Asset Management
New York
$231K -$1.1M -6,230 -78%
CPA
209
Clear Perspective Advisors
Illinois
$224K -$15.9K -90 -5%
WAP
210
Wealthcare Advisory Partners
Pennsylvania
$221K -$53.1K -300 -15%
CAS
211
Cascadia Advisory Services
Oregon
$219K +$291K +1,646 New
PA
212
Parallel Advisors
California
$218K +$170K +963 +142%
GCP
213
GSA Capital Partners
United Kingdom
$218K +$290K +1,640 New
TCWM
214
Total Clarity Wealth Management
Illinois
$217K -$869K -4,910 -75%
KAS
215
Kestra Advisory Services
Texas
$216K -$222K -1,255 -44%
ECM
216
ExodusPoint Capital Management
New York
$214K -$478K -2,702 -63%
AFA
217
Arlington Financial Advisors
California
$213K
MIM
218
Montgomery Investment Management
Maryland
$213K
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$212K -$54.7K -309 -16%
CIM
220
CIM Investment Management
Pennsylvania
$207K +$275K +1,557 New
AC
221
Abbrea Capital
California
$206K -$86.7K -490 -24%
CCP
222
Cardan Capital Partners
Colorado
$205K -$53.1K -300 -16%
BFEC
223
Benjamin F. Edwards & Company
Missouri
$204K -$67.4K -381 -20%
LA
224
LexAurum Advisors
Kansas
$200K
XT
225
XTX Topco
Cayman Islands
$200K +$266K +1,505 New

APPN Hedge Fund Activity: Q1 2021 in Review

322 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2021, worth a combined $3.74B — down 23% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new APPN positions and 38 closed out — a net gain of 25 holders — while 107 added to existing stakes and 104 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $67.2M. The largest seller was Morgan Stanley, cutting an estimated $292M.

  • 322 institutional investors held Appian (APPN) as of Q1 2021, up from 301 in Q4 2020.
  • Funds reported $3.74B of Appian stock for Q1 2021, down 23% quarter-over-quarter.
  • 63 funds opened new Appian positions in Q1 2021 and 38 closed out, a net change of +25 holders.
  • The largest Appian buyer in Q1 2021 was Two Sigma Investments, an estimated $67.2M added.
  • The largest Appian seller in Q1 2021 was Morgan Stanley, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2021.