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105 hedge funds and large institutions have $469M invested in Appian in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

9% more funds holding

Funds holding: 96105 (+9)

5.27% more ownership

Funds ownership: 57.09%62.36% (+5.3%)

3% more capital invested

Capital invested by funds: $455M → $469M (+$13.3M)

43% less call options, than puts

Call options by funds: $3.43M | Put options by funds: $6M

Holders
105
Holders Change
+9
Holders Change %
+9.38%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
34
Increased
32
Reduced
25
Closed
24
Calls
$3.43M
Puts
$6M
Net Calls
-$2.56M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$199M +$39.4M +1,475,623 +25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.7M +$7.13M +266,806 +14%
EAM
3
EastBay Asset Management
New York
$20.6M +$20.6M +769,914 New
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$19.1M -$3.69M -138,037 -16%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$15.3M -$886K -33,192 -5%
CAM
6
Cortina Asset Management
Wisconsin
$13.6M +$9.45M +353,792 +226%
JAM
7
Jupiter Asset Management
United Kingdom
$13.4M +$2M +75,000 +18%
BlackRock
8
BlackRock
New York
$12.9M +$2M +74,804 +18%
SP
9
StackLine Partners
New York
$10.4M +$10.4M +388,866 New
RCG
10
Ruane, Cunniff & Goldfarb
New York
$9.44M +$9.44M +353,582 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.08M +$8.02M +300,492 +15,933%
ECM
12
Engle Capital Management
Connecticut
$8.01M +$2.67M +100,000 +50%
FCM
13
Frontier Capital Management
Massachusetts
$7.58M -$3.07M -114,973 -29%
OCP
14
Oakcliff Capital Partners
New York
$7.57M +$1.34M +50,000 +21%
SIM
15
Spark Investment Management
New York
$6.55M +$2.24M +83,700 +52%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$6.53M +$3.62M +135,710 +125%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$5.18M +$771K +28,888 +18%
NI
18
Nepsis Inc
Minnesota
$5.15M +$402K +15,048 +8%
GGHC
19
Gilder Gagnon Howe & Co
New York
$4.37M -$80.1K -2,998 -2%
HLA
20
Hamilton Lane Advisors
Pennsylvania
$4.1M -$6.08M -227,561 -60%
Morgan Stanley
21
Morgan Stanley
New York
$3.55M -$3.04M -113,702 -46%
Charles Schwab
22
Charles Schwab
California
$2.66M +$272K +10,188 +11%
State Street
23
State Street
Massachusetts
$2.32M +$1.27M +47,667 +121%
RC
24
Roundview Capital
New Jersey
$2.15M +$31.6K +1,183 +1%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.99M -$85.2K -3,192 -4%

APPN Hedge Fund Activity: Q4 2018 in Review

105 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2018, worth a combined $469M — up 2.9% from $455M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new APPN positions and 24 closed out — a net gain of 10 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $39.4M. The largest seller was Barclays, exiting entirely with an estimated $9.83M sold.

  • 105 institutional investors held Appian (APPN) as of Q4 2018, up from 96 in Q3 2018.
  • Funds reported $469M of Appian stock for Q4 2018, up 2.9% quarter-over-quarter.
  • 34 funds opened new Appian positions in Q4 2018 and 24 closed out, a net change of +10 holders.
  • The largest Appian buyer in Q4 2018 was Abdiel Capital Advisors, an estimated $39.4M added.
  • The largest Appian seller in Q4 2018 was Barclays, an estimated $9.83M sold.

Based on aggregated 13F filings for Q4 2018.