We are live on ! Find out more

237 hedge funds and large institutions have $1.23B invested in Appian in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $30M | Put options by funds: $17.1M

1.22% more ownership

Funds ownership: 72.15%73.37% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 243237 (-6)

12% less capital invested

Capital invested by funds: $1.4B → $1.23B (-$169M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

29% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 79

Holders
237
Holders Change
-6
Holders Change %
-2.47%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
56
Reduced
79
Closed
31
Calls
$30M
Puts
$17.1M
Net Calls
+$12.9M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
ODG
201
O'Dell Group
Ohio
$4K
AF
202
Allworth Financial
California
$3K -$194 -4 -5%
AWM
203
Activest Wealth Management
Florida
$3K
AA
204
Ancora Advisors
Ohio
$3K
HI
205
Harbour Investments
Wisconsin
$3K
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$3K
TCM
207
Tradewinds Capital Management
Washington
$3K
BTI
208
Blue Trust Inc
Georgia
$2K
FMB
209
Field & Main Bank
Kentucky
$2K
GI
210
Gradient Investments
Minnesota
$2K
NSIM
211
North Star Investment Management
Illinois
$2K
BBPWM
212
Blue Bell Private Wealth Management
Pennsylvania
$1K -$1.94K -40 -57%
LC
213
Lindbrook Capital
California
$1K -$1.16K -24 -46%
Toronto Dominion Bank
214
Toronto Dominion Bank
Ontario, Canada
$1K -$49 -1 -6%
AF
215
Advisornet Financial
Minnesota
$1K
BFEC
216
Benjamin F. Edwards & Company
Missouri
$1K
CFO
217
CVA Family Office
Colorado
$1K
DSC
218
Duncker Streett & Co
Missouri
$1K
HI
219
Hudock Inc
Pennsylvania
$1K
PFA
220
Professional Financial Advisors
Nebraska
$1K
SIC
221
Salem Investment Counselors
North Carolina
$1K
SWM
222
Sugarloaf Wealth Management
Georgia
$1K
State of New Jersey Common Pension Fund D
223
State of New Jersey Common Pension Fund D
New Jersey
-$2.23M -47,180 Closed
Tudor Investment Corp
224
Tudor Investment Corp
Connecticut
-$1.57M -33,112 Closed
E
225
Ergoteles
New York
-$1.25M -26,350 Closed

APPN Hedge Fund Activity: Q3 2022 in Review

237 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2022, worth a combined $1.23B — down 12% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of APPN and 27 opened new positions — a net loss of 4 holders — while 79 trimmed existing stakes and 56 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $13.9M. The largest seller was Two Sigma Investments, cutting an estimated $6.22M.

  • 237 institutional investors held Appian (APPN) as of Q3 2022, down from 243 in Q2 2022.
  • Funds reported $1.23B of Appian stock for Q3 2022, down 12% quarter-over-quarter.
  • 27 funds opened new Appian positions in Q3 2022 and 31 closed out, a net change of -4 holders.
  • The largest Appian buyer in Q3 2022 was Mirae Asset Global Investments, an estimated $13.9M added.
  • The largest Appian seller in Q3 2022 was Two Sigma Investments, an estimated $6.22M sold.

Based on aggregated 13F filings for Q3 2022.