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211 hedge funds and large institutions have $1.44B invested in Appian in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $9.77M

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $1.28B → $1.44B (+$155M)

2.5% more ownership

Funds ownership: 69.97%72.47% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

1% more funds holding

Funds holding: 209211 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
65
Reduced
60
Closed
25
Calls
$21.5M
Puts
$9.77M
Net Calls
+$11.7M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Advisornet Financial
Minnesota
$476
CHA
202
Carmichael Hill & Associates
Maryland
$476
QCG
203
Quadrant Capital Group
Ohio
$429
LC
204
Lindbrook Capital
California
$428
DWA
205
Delos Wealth Advisors
Texas
$238
IFAM
206
Institutional & Family Asset Management
Colorado
$238
BC
207
Barrett & Company
Rhode Island
$190
GWS
208
Glassman Wealth Services
Virginia
$143
GWMIA
209
Global Wealth Management Investment Advisory
Florida
$48 +$42 +1 New
Renaissance Technologies
210
Renaissance Technologies
New York
-$2.25M -50,600 Closed
Holocene Advisors
211
Holocene Advisors
New York
-$1.33M -29,928 Closed
ILCM
212
Ivy Lane Capital Management
Florida
-$941K -21,200 Closed
PP
213
PDT Partners
New York
-$776K -17,489 Closed
PI
214
Putnam Investments
Massachusetts
-$368K -8,294 Closed
Thrivent Financial for Lutherans
215
Thrivent Financial for Lutherans
Minnesota
-$349K -7,867 Closed
DA
216
Duality Advisers
Florida
-$341K -7,694 Closed
JFG
217
Jefferies Financial Group
New York
-$292K -6,575 Closed
XT
218
XTX Topco
Cayman Islands
-$258K -5,804 Closed
CP
219
CenterBook Partners
Connecticut
-$246K -5,553 Closed
VI
220
Versor Investments
New York
-$240K -5,400 Closed
LCM
221
Lattice Capital Management
Washington
-$217K -4,900 Closed
ASN
222
Advisory Services Network
Georgia
-$70.3K -1,584 Closed
QL
223
Quarry LP
New York
-$26.9K -607 Closed
SO
224
STRS Ohio
Ohio
-$13K -300 Closed
AAS
225
Ameritas Advisory Services
Nebraska
-$8.88K -231 Closed

APPN Hedge Fund Activity: Q2 2023 in Review

211 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2023, worth a combined $1.44B — up 12% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new APPN positions and 25 closed out — a net gain of 4 holders — while 65 added to existing stakes and 60 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $16M. The largest seller was Hawk Ridge Capital Management, cutting an estimated $16.6M.

  • 211 institutional investors held Appian (APPN) as of Q2 2023, up from 209 in Q1 2023.
  • Funds reported $1.44B of Appian stock for Q2 2023, up 12% quarter-over-quarter.
  • 29 funds opened new Appian positions in Q2 2023 and 25 closed out, a net change of +4 holders.
  • The largest Appian buyer in Q2 2023 was Baillie Gifford & Co, an estimated $16M added.
  • The largest Appian seller in Q2 2023 was Hawk Ridge Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.