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284 hedge funds and large institutions have $2.63B invested in Appian in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

1.53% more ownership

Funds ownership: 70.17%71.69% (+1.5%)

6% more call options, than puts

Call options by funds: $102M | Put options by funds: $96.3M

0% more funds holding

Funds holding: 283284 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less capital invested

Capital invested by funds: $3.8B → $2.63B (-$1.18B)

Holders
284
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
87
Reduced
72
Closed
47
Calls
$102M
Puts
$96.3M
Net Calls
+$5.37M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
201
Financial Gravity Asset Management
Texas
$93K
SPIA
202
Steward Partners Investment Advisory
New York
$90K +$23.8K +215 +28%
GWM
203
Geneos Wealth Management
Colorado
$84K -$5.54K -50 -5%
Macquarie Group
204
Macquarie Group
Australia
$84K +$41.8K +377 +71%
EVM
205
Eaton Vance Management
Massachusetts
$74K +$22.2K +200 +33%
FWM
206
Focused Wealth Management
New York
$74K +$88.6K +800 New
HWMA
207
Heritage Wealth Management (Arizona)
Arizona
$71K -$23.5K -212 -22%
PCM
208
Penserra Capital Management
California
$69K +$83.8K +756 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
209
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$66K -$3.43M -31,000 -98%
S
210
SignatureFD
Georgia
$66K +$15.2K +137 +24%
KTC
211
Kistler-Tiffany Companies
Pennsylvania
$57K
SSB
212
Sandy Spring Bank
Maryland
$56K
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$56K +$1.66K +15 +3%
LWP
214
Lumature Wealth Partners
Georgia
$56K +$66.5K +600 New
VC
215
Vestor Capital
Illinois
$55K
CHA
216
Carmichael Hill & Associates
Maryland
$54K -$22.2K -200 -25%
GEA
217
Glen Eagle Advisors
New Jersey
$48.6K +$2.77K +25 +5%
TFA
218
Toth Financial Advisory
Virginia
$48K +$1.66K +15 +3%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$39K +$6.2K +56 +15%
ME
220
McIlrath & Eck
Washington
$35K
TWA
221
TCI Wealth Advisors
Arizona
$31K +$8.42K +76 +30%
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$29K
CFD
223
Creative Financial Designs
Indiana
$28K -$49.9K -450 -60%
ATC
224
Adirondack Trust Company
New York
$28K
CAGAS
225
Capital Advisory Group Advisory Services
Minnesota
$26K

APPN Hedge Fund Activity: Q3 2021 in Review

284 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2021, worth a combined $2.63B — down 31% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 47 closed out — a net gain of 5 holders — while 87 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.5M.

  • 284 institutional investors held Appian (APPN) as of Q3 2021, up from 283 in Q2 2021.
  • Funds reported $2.63B of Appian stock for Q3 2021, down 31% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2021 and 47 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q3 2021 was Morgan Stanley, an estimated $83.1M added.
  • The largest Appian seller in Q3 2021 was Lord, Abbett & Co, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2021.