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142 hedge funds and large institutions have $843M invested in Appian in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

32% more capital invested

Capital invested by funds: $640M → $843M (+$203M)

30% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 33

13.36% more ownership

Funds ownership: 61.18%74.54% (+13%)

7% more funds holding

Funds holding: 133142 (+9)

3% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $14.7M

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
3.08%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
43
Increased
39
Reduced
29
Closed
33
Calls
$14.3M
Puts
$14.7M
Net Calls
-$447K
Net Calls Change
+$6.54M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$269M
Vanguard Group
2
Vanguard Group
Pennsylvania
$80.1M +$8.43M +246,269 +12%
BlackRock
3
BlackRock
New York
$73.9M +$51.4M +1,502,545 +275%
First Trust Advisors
4
First Trust Advisors
Illinois
$39.3M +$34.8M +1,017,061 +1,397%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$38.2M +$4.44M +129,625 +14%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$33.5M +$4.66M +136,205 +17%
State Street
7
State Street
Massachusetts
$24.4M +$19.6M +573,978 +557%
CAM
8
Cortina Asset Management
Wisconsin
$21.8M +$518K +15,137 +3%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$20.8M -$8.82M -257,760 -31%
Morgan Stanley
10
Morgan Stanley
New York
$15.7M +$2.84M +83,027 +24%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.9M +$5.26M +153,721 +66%
SP
12
StackLine Partners
New York
$13.9M +$2.12M +62,074 +19%
GIP
13
Granite Investment Partners
California
$13.9M +$13.1M +384,129 New
JAM
14
Jupiter Asset Management
United Kingdom
$11.7M
ECM
15
Engle Capital Management
Connecticut
$11.5M +$3.42M +100,000 +45%
OCP
16
Oakcliff Capital Partners
New York
$10.2M
IECM
17
Intrinsic Edge Capital Management
Illinois
$9.87M +$9.37M +273,735 New
FCM
18
Frontier Capital Management
Massachusetts
$9.69M +$3.07M +89,768 +50%
AAMU
19
Amundi Asset Management US
Massachusetts
$8.85M +$8.4M +245,470 New
PC
20
Pier Capital
Connecticut
$8.25M +$7.83M +228,722 New
Northern Trust
21
Northern Trust
Illinois
$6.7M +$4.19M +122,460 +194%
Charles Schwab
22
Charles Schwab
California
$6.58M +$2.34M +68,414 +60%
ACM
23
Ashford Capital Management
Delaware
$6M +$5.69M +166,200 New
Millennium Management
24
Millennium Management
New York
$5.78M +$4.26M +124,568 +349%
Impax Asset Management Group
25
Impax Asset Management Group
United Kingdom
$4.95M +$1.2M +35,000 +34%

APPN Hedge Fund Activity: Q2 2019 in Review

142 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2019, worth a combined $843M — up 32% from $640M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new APPN positions and 33 closed out — a net gain of 10 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $51.4M. The largest seller was Ruane, Cunniff & Goldfarb, exiting entirely with an estimated $12.2M sold.

  • 142 institutional investors held Appian (APPN) as of Q2 2019, up from 133 in Q1 2019.
  • Funds reported $843M of Appian stock for Q2 2019, up 32% quarter-over-quarter.
  • 43 funds opened new Appian positions in Q2 2019 and 33 closed out, a net change of +10 holders.
  • The largest Appian buyer in Q2 2019 was BlackRock, an estimated $51.4M added.
  • The largest Appian seller in Q2 2019 was Ruane, Cunniff & Goldfarb, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2019.