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243 hedge funds and large institutions have $1.4B invested in Appian in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 91 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $23.5M

3.56% more ownership

Funds ownership: 68.59%72.15% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 269243 (-26)

18% less capital invested

Capital invested by funds: $1.7B → $1.4B (-$307M)

39% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 51

45% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 91

Holders
243
Holders Change
-26
Holders Change %
-9.67%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
50
Reduced
91
Closed
51
Calls
$43.9M
Puts
$23.5M
Net Calls
+$20.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Activest Wealth Management
Florida
$3K
AP
202
Arlington Partners
Alabama
$3K
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$3K
NSIM
204
North Star Investment Management
Illinois
$3K
UB
205
UMB Bank
Missouri
$3K
BBPWM
206
Blue Bell Private Wealth Management
Pennsylvania
$3K +$2.01K +40 +133%
HI
207
Harbour Investments
Wisconsin
$3K +$3.57K +71 New
ED
208
Exane Derivatives
France
$2.79K -$153K -3,045 -98%
RIM
209
Rockbridge Investment Management
New York
$2.37K -$9.45K -188 -79%
MCM
210
Manchester Capital Management
Vermont
$2K -$201 -4 -9%
FMB
211
Field & Main Bank
Kentucky
$2K
GI
212
Gradient Investments
Minnesota
$2K
IA
213
IFP Advisors
Florida
$2K
LC
214
Lindbrook Capital
California
$2K +$553 +11 +27%
BTI
215
Blue Trust Inc
Georgia
$2K +$1.81K +36 New
WOC
216
West Oak Capital
California
$2K +$2.51K +50 New
GWS
217
Glassman Wealth Services
Virginia
$1K -$251 -5 -25%
SCA
218
Stonebridge Capital Advisors
Minnesota
$1K -$101 -2 -14%
AF
219
Advisornet Financial
Minnesota
$1K
BFEC
220
Benjamin F. Edwards & Company
Missouri
$1K
CCM
221
Covington Capital Management
California
$1K
CFO
222
CVA Family Office
Colorado
$1K
DSC
223
Duncker Streett & Co
Missouri
$1K
HI
224
Hudock Inc
Pennsylvania
$1K
SIC
225
Salem Investment Counselors
North Carolina
$1K

APPN Hedge Fund Activity: Q2 2022 in Review

243 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2022, worth a combined $1.4B — down 18% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of APPN and 31 opened new positions — a net loss of 20 holders — while 91 trimmed existing stakes and 50 added.

The largest buyer was Abdiel Capital Advisors, adding an estimated $119M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $10.2M sold.

  • 243 institutional investors held Appian (APPN) as of Q2 2022, down from 269 in Q1 2022.
  • Funds reported $1.4B of Appian stock for Q2 2022, down 18% quarter-over-quarter.
  • 31 funds opened new Appian positions in Q2 2022 and 51 closed out, a net change of -20 holders.
  • The largest Appian buyer in Q2 2022 was Abdiel Capital Advisors, an estimated $119M added.
  • The largest Appian seller in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2022.