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159 hedge funds and large institutions have $1.07B invested in Appian in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

2.04% less ownership

Funds ownership: 84.04%82% (-2%)

5% less funds holding

Funds holding: 167159 (-8)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

19% less capital invested

Capital invested by funds: $1.33B → $1.07B (-$259M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less call options, than puts

Call options by funds: $11M | Put options by funds: $15.5M

Holders
159
Holders Change
-8
Holders Change %
-4.79%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
25
Increased
61
Reduced
44
Closed
30
Calls
$11M
Puts
$15.5M
Net Calls
-$4.49M
Net Calls Change
-$9.31M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$284M
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$137M +$18.6M +431,901 +14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$116M -$1.08M -25,027 -0.8%
BlackRock
4
BlackRock
New York
$92.7M +$12.5M +289,341 +14%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$49.6M +$3.51M +81,337 +7%
First Trust Advisors
6
First Trust Advisors
Illinois
$35.6M +$13.1M +303,782 +48%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$31.5M -$2.42M -56,020 -6%
Morgan Stanley
8
Morgan Stanley
New York
$26.8M +$7.77M +180,155 +35%
State Street
9
State Street
Massachusetts
$26.6M +$1.24M +28,837 +4%
AAMU
10
Amundi Asset Management US
Massachusetts
$20.4M +$10M +232,713 +77%
Northern Trust
11
Northern Trust
Illinois
$18.6M +$299K +6,945 +1%
SAM
12
Silvercrest Asset Management
New York
$17.3M +$1.27M +29,485 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$16.9M +$1.26M +29,271 +7%
GIP
14
Granite Investment Partners
California
$15.5M +$493K +11,434 +3%
SP
15
StackLine Partners
New York
$14.2M +$4.32M +100,132 +37%
Mitsubishi UFJ Trust & Banking
16
Mitsubishi UFJ Trust & Banking
Japan
$8.82M -$159K -3,690 -2%
ECM
17
Engle Capital Management
Connecticut
$8.52M -$6.98M -162,000 -42%
OCP
18
Oakcliff Capital Partners
New York
$8.3M
Charles Schwab
19
Charles Schwab
California
$8M +$534K +12,383 +6%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$6.73M +$3.88M +89,985 +104%
ACM
21
Ashford Capital Management
Delaware
$6.57M -$64.7K -1,500 -0.9%
PC
22
Pier Capital
Connecticut
$6.49M -$20.7K -481 -0.3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$5.81M +$5.9M +136,922 +906%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$5.64M -$902K -20,923 -12%
N
25
Nuveen
North Carolina
$5.48M +$802K +18,608 +15%

APPN Hedge Fund Activity: Q4 2019 in Review

159 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2019, worth a combined $1.07B — down 19% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of APPN and 25 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 61 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $18.6M. The largest seller was Barclays, cutting an estimated $22.4M.

  • 159 institutional investors held Appian (APPN) as of Q4 2019, down from 167 in Q3 2019.
  • Funds reported $1.07B of Appian stock for Q4 2019, down 19% quarter-over-quarter.
  • 25 funds opened new Appian positions in Q4 2019 and 30 closed out, a net change of -5 holders.
  • The largest Appian buyer in Q4 2019 was Baillie Gifford & Co, an estimated $18.6M added.
  • The largest Appian seller in Q4 2019 was Barclays, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2019.