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267 hedge funds and large institutions have $1.82B invested in Appian in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $66M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.4% less ownership

Funds ownership: 71.69%70.29% (-1.4%)

6% less funds holding

Funds holding: 284267 (-17)

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

31% less capital invested

Capital invested by funds: $2.63B → $1.82B (-$809M)

Holders
267
Holders Change
-17
Holders Change %
-5.99%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
71
Reduced
89
Closed
63
Calls
$66.6M
Puts
$66M
Net Calls
+$634K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$16K
CFGS
202
Concourse Financial Group Securities
Alabama
$16K +$2.91K +35 +16%
HNB
203
Huntington National Bank
Ohio
$14K
HR
204
Howe & Rusling
New York
$13K
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$13K
KA
206
Kozak & Associates
Colorado
$13K +$10.4K +125 +123%
CCA
207
Column Capital Advisors
Indiana
$12K +$5.65K +68 +56%
TSWM
208
Tyler-Stone Wealth Management
Ohio
$12K +$15.8K +190 New
BFC
209
Bedel Financial Consulting
Indiana
$11K
DWA
210
Delos Wealth Advisors
Texas
$11K
LPWM
211
Lake Point Wealth Management
Texas
$10K
SA
212
SRH Advisors
Kansas
$10K
GI
213
Gradient Investments
Minnesota
$10K +$8.31K +100 +200%
AIM
214
Anchor Investment Management
South Carolina
$9.78K +$12.5K +150 New
LFG
215
Larson Financial Group
Missouri
$9K
OCM
216
Orion Capital Management
California
$9K
BWM
217
BerganKDV Wealth Management
Minnesota
$8K
TC
218
Truvestments Capital
Florida
$8K
RPCONE
219
Retirement Planning Company of New England
Rhode Island
$8K +$11.1K +133 New
ODG
220
O'Dell Group
Ohio
$7K -$4.16K -50 -33%
MTIC
221
Missouri Trust & Investment Company
Missouri
$7K +$8.73K +105 New
TCM
222
Tradewinds Capital Management
Washington
$6K
JRFS
223
James Reed Financial Services
Ohio
$6K +$8.31K +100 New
AA
224
Ancora Advisors
Ohio
$5K +$6.23K +75 New
BBPWM
225
Blue Bell Private Wealth Management
Pennsylvania
$5K +$6.65K +80 New

APPN Hedge Fund Activity: Q4 2021 in Review

267 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2021, worth a combined $1.82B — down 31% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of APPN and 49 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 71 added.

The largest buyer was First Trust Advisors, adding an estimated $25.6M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 267 institutional investors held Appian (APPN) as of Q4 2021, down from 284 in Q3 2021.
  • Funds reported $1.82B of Appian stock for Q4 2021, down 31% quarter-over-quarter.
  • 49 funds opened new Appian positions in Q4 2021 and 63 closed out, a net change of -14 holders.
  • The largest Appian buyer in Q4 2021 was First Trust Advisors, an estimated $25.6M added.
  • The largest Appian seller in Q4 2021 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.