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207 hedge funds and large institutions have $1.18B invested in Appian in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $9.38M

2% more capital invested

Capital invested by funds: $1.15B → $1.18B (+$26.6M)

5% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 58

3.35% less ownership

Funds ownership: 73.09%69.74% (-3.3%)

4% less funds holding

Funds holding: 215207 (-8)

15% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 47

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
207
Holders Change
-8
Holders Change %
-3.72%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
55
Reduced
58
Closed
47
Calls
$26.9M
Puts
$9.38M
Net Calls
+$17.5M
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
201
Fernwood Investment Management
Massachusetts
$280 +$243 +7 New
NRG
202
Nemes Rush Group
Michigan
$240 +$208 +6 New
DWA
203
Delos Wealth Advisors
Texas
$200
RFG
204
REAP Financial Group
Texas
$200
RIL
205
Rothschild Investment LLC
Illinois
$200 +$173 +5 New
AssetMark Inc
206
AssetMark Inc
California
$160 +$139 +4 New
Alyeska Investment Group
207
Alyeska Investment Group
Illinois
-$7.02M -186,464 Closed
LP
208
LMR Partners
United Kingdom
-$4.71M -125,000 Closed
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
-$4.53M -120,217 Closed
California Public Employees Retirement System
210
California Public Employees Retirement System
California
-$2.56M -68,091 Closed
Marshall Wace
211
Marshall Wace
United Kingdom
-$2.44M -64,853 Closed
RA
212
Rockingstone Advisors
Massachusetts
-$1.65M -43,891 Closed
CCIA
213
Campbell & Co Investment Adviser
Maryland
-$1.01M -26,931 Closed
EP
214
Edgestream Partners
New Jersey
-$678K -17,993 Closed
JFG
215
Jefferies Financial Group
New York
-$636K -16,881 Closed
Walleye Capital
216
Walleye Capital
New York
-$494K -14,241 Closed
Renaissance Technologies
217
Renaissance Technologies
New York
-$505K -13,400 Closed
PTC
218
Petrus Trust Company
Texas
-$472K -12,532 Closed
YIH
219
Y-Intercept (HK)
Hong Kong
-$461K -12,248 Closed
PHK
220
Point72 Hong Kong
Hong Kong
-$384K -10,208 Closed
SG Americas Securities
221
SG Americas Securities
New York
-$308K -8,168 Closed
NRD
222
Nebula Research & Development
New York
-$306K -8,123 Closed
LCM
223
Landscape Capital Management
New Jersey
-$276K -7,324 Closed
BHCM
224
Brevan Howard Capital Management
Jersey
-$262K -6,963 Closed
Wealth Enhancement Advisory Services
225
Wealth Enhancement Advisory Services
Minnesota
-$254K -6,754 Closed

APPN Hedge Fund Activity: Q1 2024 in Review

207 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2024, worth a combined $1.18B — up 2.3% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of APPN and 40 opened new positions — a net loss of 7 holders — while 58 trimmed existing stakes and 55 added.

The largest buyer was Vanguard Group, adding an estimated $13.6M. The largest seller was Citadel Advisors, cutting an estimated $37.8M.

  • 207 institutional investors held Appian (APPN) as of Q1 2024, down from 215 in Q4 2023.
  • Funds reported $1.18B of Appian stock for Q1 2024, up 2.3% quarter-over-quarter.
  • 40 funds opened new Appian positions in Q1 2024 and 47 closed out, a net change of -7 holders.
  • The largest Appian buyer in Q1 2024 was Vanguard Group, an estimated $13.6M added.
  • The largest Appian seller in Q1 2024 was Citadel Advisors, an estimated $37.8M sold.

Based on aggregated 13F filings for Q1 2024.