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96 hedge funds and large institutions have $455M invested in Appian in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

157% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more funds holding

Funds holding: 7496 (+22)

19% more capital invested

Capital invested by funds: $384M → $455M (+$71.8M)

0.97% more ownership

Funds ownership: 56.12%57.09% (+0.97%)

59% less call options, than puts

Call options by funds: $5.35M | Put options by funds: $13.1M

Holders
96
Holders Change
+22
Holders Change %
+29.73%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
32
Increased
36
Reduced
14
Closed
10
Calls
$5.35M
Puts
$13.1M
Net Calls
-$7.76M
Net Calls Change
-$7.49M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$198M +$7.22M +211,430 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$63.9M +$28.9M +847,007 +78%
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$28.3M +$820K +24,022 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$20.1M +$20.2M +593,117 +4,035%
JAM
5
Jupiter Asset Management
United Kingdom
$13.8M +$14M +410,000 New
BlackRock
6
BlackRock
New York
$13.5M +$7.04M +206,211 +102%
FCM
7
Frontier Capital Management
Massachusetts
$13.2M +$3.88M +113,780 +40%
Barclays
8
Barclays
United Kingdom
$9.83M +$9.84M +288,361 +3,304%
TAM
9
Telemark Asset Management
Massachusetts
$8.94M -$3.41M -100,000 -27%
Morgan Stanley
10
Morgan Stanley
New York
$8.17M +$4.1M +120,026 +95%
OCP
11
Oakcliff Capital Partners
New York
$7.72M
ECM
12
Engle Capital Management
Connecticut
$6.62M -$1.37M -40,000 -17%
NI
13
Nepsis Inc
Minnesota
$5.89M -$215K -6,289 -3%
GGHC
14
Gilder Gagnon Howe & Co
New York
$5.51M -$610K -17,865 -10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$5.46M +$2.7M +79,042 +92%
SIM
16
Spark Investment Management
New York
$5.34M -$563K -16,500 -9%
CAM
17
Cortina Asset Management
Wisconsin
$5.17M +$122K +3,560 +2%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$3.6M -$896K -26,251 -19%
Charles Schwab
19
Charles Schwab
California
$2.96M +$3.05M +89,456 New
Kayne Anderson Rudnick Investment Management
20
Kayne Anderson Rudnick Investment Management
California
$2.68M +$157K +4,614 +6%
RC
21
Roundview Capital
New Jersey
$2.63M +$55K +1,610 +2%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.56M +$2.65M +77,491 New
SO
23
STRS Ohio
Ohio
$1.74M
Northern Trust
24
Northern Trust
Illinois
$1.68M +$782K +22,899 +82%
State Street
25
State Street
Massachusetts
$1.3M +$99.9K +2,928 +8%

APPN Hedge Fund Activity: Q3 2018 in Review

96 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2018, worth a combined $455M — up 19% from $384M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new APPN positions and 10 closed out — a net gain of 22 holders — while 36 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.9M. The largest seller was Telemark Asset Management, cutting an estimated $3.41M.

  • 96 institutional investors held Appian (APPN) as of Q3 2018, up from 74 in Q2 2018.
  • Funds reported $455M of Appian stock for Q3 2018, up 19% quarter-over-quarter.
  • 32 funds opened new Appian positions in Q3 2018 and 10 closed out, a net change of +22 holders.
  • The largest Appian buyer in Q3 2018 was Vanguard Group, an estimated $28.9M added.
  • The largest Appian seller in Q3 2018 was Telemark Asset Management, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2018.