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283 hedge funds and large institutions have $3.8B invested in Appian in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 77 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 77

22% more call options, than puts

Call options by funds: $183M | Put options by funds: $151M

2% more capital invested

Capital invested by funds: $3.74B → $3.8B (+$61M)

2.03% less ownership

Funds ownership: 72.2%70.17% (-2%)

12% less funds holding

Funds holding: 322283 (-39)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
283
Holders Change
-39
Holders Change %
-12.11%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
105
Reduced
77
Closed
74
Calls
$183M
Puts
$151M
Net Calls
+$32.8M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
201
Toronto Dominion Bank
Ontario, Canada
$132K +$109K +960 New
GWM
202
Geneos Wealth Management
Colorado
$126K -$2.95K -26 -3%
CHA
203
Carmichael Hill & Associates
Maryland
$108K -$31.2K -275 -26%
SPIA
204
Steward Partners Investment Advisory
New York
$105K -$755K -6,646 -90%
CFD
205
Creative Financial Designs
Indiana
$103K -$12.5K -110 -13%
NICM
206
Neo Ivy Capital Management
New York
$93K +$77K +678 New
KTC
207
Kistler-Tiffany Companies
Pennsylvania
$85K
EVM
208
Eaton Vance Management
Massachusetts
$83K -$5.68K -50 -8%
SSB
209
Sandy Spring Bank
Maryland
$83K +$45.4K +400 +198%
VC
210
Vestor Capital
Illinois
$82K
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$82K +$43.8K +386 +187%
S
212
SignatureFD
Georgia
$80K -$3.98K -35 -6%
PGWM
213
Parisi Gray Wealth Management
New Jersey
$74K +$61.3K +540 New
Macquarie Group
214
Macquarie Group
Australia
$73K -$40.7K -358 -40%
TFA
215
Toth Financial Advisory
Virginia
$69K
GEA
216
Glen Eagle Advisors
New Jersey
$68.9K
ME
217
McIlrath & Eck
Washington
$51K
Fidelity Investments
218
Fidelity Investments
Massachusetts
$50K +$1.59K +14 +4%
RIM
219
Rockbridge Investment Management
New York
$49K +$13.7K +121 +52%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$44K
HNB
221
Huntington National Bank
Ohio
$44K +$12.6K +111 +53%
ATC
222
Adirondack Trust Company
New York
$39K
CAGAS
223
Capital Advisory Group Advisory Services
Minnesota
$39K
LJHT
224
Laurie J. Hall Trustee
$37K
WWMSC
225
Wagner Wealth Management (South Carolina)
South Carolina
$36K

APPN Hedge Fund Activity: Q2 2021 in Review

283 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2021, worth a combined $3.8B — up 1.6% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of APPN and 36 opened new positions — a net loss of 38 holders — while 77 trimmed existing stakes and 105 added.

The largest buyer was First Trust Advisors, adding an estimated $46.3M. The largest seller was Fred Alger Management, exiting entirely with an estimated $87.4M sold.

  • 283 institutional investors held Appian (APPN) as of Q2 2021, down from 322 in Q1 2021.
  • Funds reported $3.8B of Appian stock for Q2 2021, up 1.6% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q2 2021 and 74 closed out, a net change of -38 holders.
  • The largest Appian buyer in Q2 2021 was First Trust Advisors, an estimated $46.3M added.
  • The largest Appian seller in Q2 2021 was Fred Alger Management, an estimated $87.4M sold.

Based on aggregated 13F filings for Q2 2021.