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194 hedge funds and large institutions have $1.02B invested in Appian in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

10.59% more ownership

Funds ownership: 69.74%80.33% (+11%)

6% less funds holding

Funds holding: 207194 (-13)

13% less capital invested

Capital invested by funds: $1.18B → $1.02B (-$158M)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

51% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $25.4M

Holders
194
Holders Change
-13
Holders Change %
-6.28%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
58
Reduced
47
Closed
50
Calls
$12.4M
Puts
$25.4M
Net Calls
-$13M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
201
Two Sigma Advisers
New York
-$961K -24,052 Closed
CIA
202
Capital Impact Advisors
Massachusetts
-$855K -21,402 Closed
AIG
203
American International Group
New York
-$808K -20,233 Closed
Capstone Investment Advisors
204
Capstone Investment Advisors
New York
-$748K -18,713 Closed
SSA
205
Schonfeld Strategic Advisors
New York
-$681K -17,050 Closed
SGI
206
Summit Global Investments
Utah
-$645K -16,154 Closed
Voloridge Investment Management
207
Voloridge Investment Management
Florida
-$345K -8,633 Closed
LOAMU
208
Lombard Odier Asset Management (USA)
New York
-$338K -8,451 Closed
ProShare Advisors
209
ProShare Advisors
Maryland
-$333K -8,337 Closed
IAA
210
Independent Advisor Alliance
North Carolina
-$314K -7,848 Closed
Ameriprise
211
Ameriprise
Minnesota
-$296K -7,398 Closed
FHA
212
Flagship Harbor Advisors
Massachusetts
-$269K -6,743 Closed
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
-$263K -6,589 Closed
OR
214
Olympiad Research
Connecticut
-$262K -6,550 Closed
PCM
215
Prelude Capital Management
New York
-$251K -6,288 Closed
Parallax Volatility Advisers
216
Parallax Volatility Advisers
California
-$251K -6,273 Closed
HSBC Holdings
217
HSBC Holdings
United Kingdom
-$224K -5,617 Closed
Principal Financial Group
218
Principal Financial Group
Iowa
-$220K -5,519 Closed
Victory Capital Management
219
Victory Capital Management
Texas
-$216K -5,403 Closed
JRP
220
Jasper Ridge Partners
California
-$210K -5,262 Closed
HT
221
Headlands Technologies
Illinois
-$169K -4,237 Closed
MLICM
222
Metropolitan Life Insurance Company (MetLife)
New York
-$86.9K -2,176 Closed
DB
223
Danske Bank
Denmark
-$75.9K -1,900 Closed
A
224
AlphaQuest
New York
-$64.9K -1,625 Closed
LF
225
LifeSteps Financial
California
-$14.3K -359 Closed

APPN Hedge Fund Activity: Q2 2024 in Review

194 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2024, worth a combined $1.02B — down 13% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of APPN and 38 opened new positions — a net loss of 12 holders — while 47 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $87.3M. The largest seller was Mirae Asset Global Investments, cutting an estimated $11.8M.

  • 194 institutional investors held Appian (APPN) as of Q2 2024, down from 207 in Q1 2024.
  • Funds reported $1.02B of Appian stock for Q2 2024, down 13% quarter-over-quarter.
  • 38 funds opened new Appian positions in Q2 2024 and 50 closed out, a net change of -12 holders.
  • The largest Appian buyer in Q2 2024 was Morgan Stanley, an estimated $87.3M added.
  • The largest Appian seller in Q2 2024 was Mirae Asset Global Investments, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2024.