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209 hedge funds and large institutions have $1.28B invested in Appian in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $10.5M

40% more capital invested

Capital invested by funds: $915M → $1.28B (+$368M)

1.52% more ownership

Funds ownership: 68.44%69.97% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

1% less funds holding

Funds holding: 212209 (-3)

Holders
209
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
61
Reduced
64
Closed
36
Calls
$19.7M
Puts
$10.5M
Net Calls
+$9.2M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
201
Carolina Wealth Advisors
South Carolina
$399 +$364 +9 New
DWA
202
Delos Wealth Advisors
Texas
$222 -$6.59K -163 -97%
IFAM
203
Institutional & Family Asset Management
Colorado
$222
VCM
204
Versant Capital Management
Arizona
$222
BC
205
Barrett & Company
Rhode Island
$178 +$162 +4 New
TWC
206
TD Waterhouse Canada
Ontario, Canada
$176
GWS
207
Glassman Wealth Services
Virginia
$133 -$930 -23 -88%
Balyasny Asset Management
208
Balyasny Asset Management
Illinois
-$13.1M -402,132 Closed
Marshall Wace
209
Marshall Wace
United Kingdom
-$3.19M -97,904 Closed
TC
210
TwinBeech Capital
New York
-$2.39M -73,506 Closed
Squarepoint
211
Squarepoint
New York
-$2.55M -62,964 Closed
GCM
212
Graham Capital Management
Connecticut
-$1.83M -56,122 Closed
TRSOTSOK
213
Teachers Retirement System of the State of Kentucky
Kentucky
-$965K -29,605 Closed
CM
214
Crestline Management
Texas
-$953K -29,267 Closed
N
215
Numerai
California
-$779K -23,917 Closed
SP
216
Solel Partners
Massachusetts
-$684K -21,000 Closed
PI
217
PineBridge Investments
New York
-$606K -18,615 Closed
Millennium Management
218
Millennium Management
New York
-$595K -18,269 Closed
HF
219
HRT Financial
New York
-$558K -17,166 Closed
VF
220
Virtu Financial
New York
-$518K -15,916 Closed
ESCM
221
Echo Street Capital Management
New York
-$505K -15,499 Closed
TSS
222
Two Sigma Securities
New York
-$598K -14,798 Closed
Qube Research & Technologies (QRT)
223
Qube Research & Technologies (QRT)
United Kingdom
-$430K -13,213 Closed
EGM
224
Engineers Gate Manager
New York
-$390K -11,981 Closed
DTL
225
Dynamic Technology Lab
Singapore
-$278K -8,540 Closed

APPN Hedge Fund Activity: Q1 2023 in Review

209 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2023, worth a combined $1.28B — up 40% from $915M a quarter earlier.

Fund positioning in APPN was balanced in Q1 2023: 36 funds opened new positions, 36 closed out, 61 added to existing stakes and 64 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $52.5M. The largest seller was Citadel Advisors, cutting an estimated $18.4M.

  • 209 institutional investors held Appian (APPN) as of Q1 2023, down from 212 in Q4 2022.
  • Funds reported $1.28B of Appian stock for Q1 2023, up 40% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q1 2023 and 36 closed out, a net change of 0 holders.
  • The largest Appian buyer in Q1 2023 was Abdiel Capital Advisors, an estimated $52.5M added.
  • The largest Appian seller in Q1 2023 was Citadel Advisors, an estimated $18.4M sold.

Based on aggregated 13F filings for Q1 2023.