We are live on ! Find out more

167 hedge funds and large institutions have $1.33B invested in Appian in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

58% more capital invested

Capital invested by funds: $843M → $1.33B (+$489M)

28% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $17.2M

18% more funds holding

Funds holding: 142167 (+25)

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

9.51% more ownership

Funds ownership: 74.54%84.04% (+9.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
167
Holders Change
+25
Holders Change %
+17.61%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
52
Increased
51
Reduced
44
Closed
25
Calls
$22.1M
Puts
$17.2M
Net Calls
+$4.82M
Net Calls Change
+$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$353M -$1.6M -34,182 -0.5%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$149M +$104M +2,219,131 +239%
Vanguard Group
3
Vanguard Group
Pennsylvania
$146M +$39.6M +844,798 +38%
BlackRock
4
BlackRock
New York
$102M +$4.16M +88,951 +4%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$57.8M +$30M +641,146 +111%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$41.8M -$8.47M -180,816 -17%
State Street
7
State Street
Massachusetts
$31.7M -$481K -10,271 -2%
First Trust Advisors
8
First Trust Advisors
Illinois
$29.8M -$21.7M -462,862 -42%
Barclays
9
Barclays
United Kingdom
$27.8M +$26.4M +564,154 +2,806%
Morgan Stanley
10
Morgan Stanley
New York
$24.7M +$3.97M +84,759 +19%
Northern Trust
11
Northern Trust
Illinois
$22.9M +$13.8M +295,493 +159%
SAM
12
Silvercrest Asset Management
New York
$20.1M +$19.8M +423,200 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$19.6M +$1.3M +27,864 +7%
GIP
14
Granite Investment Partners
California
$18.7M +$461K +9,841 +3%
ECM
15
Engle Capital Management
Connecticut
$18.3M +$3.04M +65,000 +20%
AAMU
16
Amundi Asset Management US
Massachusetts
$14.3M +$2.62M +55,950 +23%
TAM
17
Telemark Asset Management
Massachusetts
$14.3M +$14M +300,000 New
JP Morgan Chase
18
JP Morgan Chase
New York
$13M +$12.4M +264,239 +3,085%
SP
19
StackLine Partners
New York
$12.8M -$5.35M -114,281 -30%
GLA
20
Great Lakes Advisors
Illinois
$12.3M +$12.1M +258,409 New
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$11.1M +$11M +234,650 New
OCP
22
Oakcliff Capital Partners
New York
$10.3M -$3.1M -66,126 -23%
Charles Schwab
23
Charles Schwab
California
$9.36M +$691K +14,762 +8%
Citadel Advisors
24
Citadel Advisors
Florida
$9.19M +$9.06M +193,419 New
ACM
25
Ashford Capital Management
Delaware
$8.24M +$342K +7,300 +4%

APPN Hedge Fund Activity: Q3 2019 in Review

167 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2019, worth a combined $1.33B — up 58% from $843M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 25 closed out — a net gain of 27 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $104M. The largest seller was First Trust Advisors, cutting an estimated $21.7M.

  • 167 institutional investors held Appian (APPN) as of Q3 2019, up from 142 in Q2 2019.
  • Funds reported $1.33B of Appian stock for Q3 2019, up 58% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2019 and 25 closed out, a net change of +27 holders.
  • The largest Appian buyer in Q3 2019 was Baillie Gifford & Co, an estimated $104M added.
  • The largest Appian seller in Q3 2019 was First Trust Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q3 2019.