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Appian
APPN

43 hedge funds and large institutions have $196M invested in Appian in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $127M → $196M (+$68.9M)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

0% more funds holding

Funds holding: 43 → 43 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

15.01% less ownership

Funds ownership: 111.88% → 96.87% (-15%)

Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
13
Reduced
9
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Abdiel Capital Advisors
New York
+$14M
2
JP Morgan Chase
JP Morgan Chase
New York
+$2.79M
3
SIM
Spark Investment Management
New York
+$1.37M
4
RC
Roundview Capital
New Jersey
+$1.16M
5
BlackRock
BlackRock
New York
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
APC
Alta Park Capital
California
-$4.54M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$2.59M
3
Wells Fargo
Wells Fargo
California
-$2.59M
4
ACM
Atika Capital Management
New York
-$2.18M
5
WRF
Waddell & Reed Financial
Kansas
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$108M +$14M +638,760 +20%
JP Morgan Chase
2
JP Morgan Chase
New York
$14.7M +$2.79M +127,545 +28%
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$11.8M -$711K -32,546 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.76M -$2.59M -118,759 -30%
GGHC
5
Gilder Gagnon Howe & Co
New York
$7M -$989K -45,250 -16%
WRCM
6
Whale Rock Capital Management
Massachusetts
$6.96M -$11.7K -536 -0.2%
TAM
7
Telemark Asset Management
Massachusetts
$5.69M – – –
SIM
8
Spark Investment Management
New York
$5.48M +$1.37M +62,900 +48%
LCM
9
Laurion Capital Management
New York
$4.98M – – –
GIM
10
Granahan Investment Management
Massachusetts
$3.96M +$41.5K +1,899 +1%
EAM
11
Eagle Asset Management
Florida
$3.6M – – –
RC
12
Roundview Capital
New Jersey
$2.58M +$1.16M +52,874 +140%
Brown Advisory
13
Brown Advisory
Maryland
$2.37M +$2.77K +127 +0.2%
Morgan Stanley
14
Morgan Stanley
New York
$1.88M +$401K +18,362 +39%
Franklin Resources
15
Franklin Resources
California
$1.59M – – –
BlackRock
16
BlackRock
New York
$1.46M +$1.05M +48,142 +1,572%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.35M +$1.04M +47,522 New
BCM
18
BlueMar Capital Management
Florida
$1.03M +$248K +11,350 +45%
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$977K +$149K +6,828 +25%
ECM
20
Engle Capital Management
Connecticut
$598K +$459K +21,000 New
Neuberger Berman Group
21
Neuberger Berman Group
New York
$459K – – –
Northern Trust
22
Northern Trust
Illinois
$367K +$282K +12,906 New
USAA
23
United Services Automobile Association
Texas
$264K +$203K +9,270 New
BCM
24
BlueCrest Capital Management
Jersey
$240K +$184K +8,437 New
Norges Bank
25
Norges Bank
Norway
$228K – – –
1
2 3

APPN Hedge Fund Activity: Q3 2017 in Review

43 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2017, worth a combined $196M — up 54% from $127M a quarter earlier.

Fund positioning in APPN was balanced in Q3 2017: 14 funds opened new positions, 14 closed out, 13 added to existing stakes and 9 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $14M. The largest seller was Alta Park Capital, exiting entirely with an estimated $4.54M sold.

  • 43 institutional investors held Appian (APPN) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $196M of Appian stock for Q3 2017, up 54% quarter-over-quarter.
  • 14 funds opened new Appian positions in Q3 2017 and 14 closed out, a net change of 0 holders.
  • The largest Appian buyer in Q3 2017 was Abdiel Capital Advisors, an estimated $14M added.
  • The largest Appian seller in Q3 2017 was Alta Park Capital, an estimated $4.54M sold.

Based on aggregated 13F filings for Q3 2017.