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74 hedge funds and large institutions have $384M invested in Appian in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

43% more capital invested

Capital invested by funds: $269M → $384M (+$115M)

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

4% more funds holding

Funds holding: 7174 (+3)

26.32% less ownership

Funds ownership: 82.44%56.12% (-26%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $274K

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
26
Increased
28
Reduced
11
Closed
23
Calls
Puts
$274K
Net Calls
-$274K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$209M +$7.99M +257,774 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$39.2M +$14.7M +473,704 +78%
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$30M +$569K +18,366 +2%
TAM
4
Telemark Asset Management
Massachusetts
$13.4M
FCM
5
Frontier Capital Management
Massachusetts
$10.3M +$8.84M +285,059 New
ECM
6
Engle Capital Management
Connecticut
$8.68M +$620K +20,000 +9%
OCP
7
Oakcliff Capital Partners
New York
$8.43M +$7.23M +233,264 New
BlackRock
8
BlackRock
New York
$7.33M +$1.28M +41,348 +26%
GGHC
9
Gilder Gagnon Howe & Co
New York
$6.67M -$1.92M -61,983 -25%
NI
10
Nepsis Inc
Minnesota
$6.66M +$1.3M +41,999 +30%
SIM
11
Spark Investment Management
New York
$6.44M +$37.2K +1,200 +0.7%
CAM
12
Cortina Asset Management
Wisconsin
$5.53M +$1.44M +46,439 +44%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$4.88M +$4.19M +135,104 New
Morgan Stanley
14
Morgan Stanley
New York
$4.58M +$1.23M +39,522 +45%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.11M +$566K +18,241 +27%
RC
16
Roundview Capital
New Jersey
$2.81M +$55.3K +1,785 +2%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$2.77M +$103K +3,321 +5%
ECM
18
Element Capital Management
New York
$1.97M +$1.26M +40,610 +291%
SO
19
STRS Ohio
Ohio
$1.9M
State Street
20
State Street
Massachusetts
$1.31M +$806K +26,009 +253%
Northern Trust
21
Northern Trust
Illinois
$1.01M -$330K -10,654 -28%
NIM
22
Needham Investment Management
New York
$724K +$15.5K +500 +3%
Wells Fargo
23
Wells Fargo
California
$687K +$550K +17,735 +1,408%
UOC
24
UBS O'Connor
Illinois
$595K -$2.89M -93,338 -85%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$552K +$203K +6,539 +75%

APPN Hedge Fund Activity: Q2 2018 in Review

74 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2018, worth a combined $384M — up 43% from $269M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new APPN positions and 23 closed out — a net gain of 3 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $17M.

  • 74 institutional investors held Appian (APPN) as of Q2 2018, up from 71 in Q1 2018.
  • Funds reported $384M of Appian stock for Q2 2018, up 43% quarter-over-quarter.
  • 26 funds opened new Appian positions in Q2 2018 and 23 closed out, a net change of +3 holders.
  • The largest Appian buyer in Q2 2018 was Vanguard Group, an estimated $14.7M added.
  • The largest Appian seller in Q2 2018 was T. Rowe Price Associates, an estimated $17M sold.

Based on aggregated 13F filings for Q2 2018.