We are live on ! Find out more

172 hedge funds and large institutions have $1.09B invested in Appian in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

8% more funds holding

Funds holding: 159172 (+13)

1% more capital invested

Capital invested by funds: $1.07B → $1.09B (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.45% less ownership

Funds ownership: 82%78.55% (-3.5%)

34% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $20.5M

Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
44
Increased
60
Reduced
43
Closed
29
Calls
$13.6M
Puts
$20.5M
Net Calls
-$6.89M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$305M +$7.64M +164,419 +2%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$143M -$715K -15,389 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$126M +$4.82M +103,626 +3%
BlackRock
4
BlackRock
New York
$96.7M -$1.05M -22,650 -0.9%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$36.9M -$17.7M -379,969 -29%
First Trust Advisors
6
First Trust Advisors
Illinois
$36.8M -$743K -15,980 -2%
State Street
7
State Street
Massachusetts
$29M +$1.22M +26,346 +4%
Morgan Stanley
8
Morgan Stanley
New York
$24.3M -$4.5M -96,783 -14%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$24M -$10.5M -226,834 -28%
AAMU
10
Amundi Asset Management US
Massachusetts
$20.7M -$855K -18,409 -3%
Northern Trust
11
Northern Trust
Illinois
$20.4M +$918K +19,760 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$20.1M +$2.63M +56,662 +13%
GIP
13
Granite Investment Partners
California
$16M -$333K -7,171 -2%
SP
14
StackLine Partners
New York
$12.9M -$2.28M -49,070 -13%
SAM
15
Silvercrest Asset Management
New York
$11.5M -$7.78M -167,361 -37%
Mitsubishi UFJ Trust & Banking
16
Mitsubishi UFJ Trust & Banking
Japan
$9.19M -$118K -2,530 -1%
OCP
17
Oakcliff Capital Partners
New York
$8.73M
Charles Schwab
18
Charles Schwab
California
$8.55M +$147K +3,164 +2%
ACM
19
Ashford Capital Management
Delaware
$7.61M +$800K +17,210 +10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.98M +$48.6K +1,045 +0.7%
NI
21
Nepsis Inc
Minnesota
$5.87M +$1.32M +28,358 +24%
N
22
Nuveen
North Carolina
$5.83M +$63K +1,356 +0.9%
PC
23
Pier Capital
Connecticut
$4.81M -$2.34M -50,327 -30%
LFDLE
24
La Financiere de L'Echiquier
France
$4.38M +$2.2M +47,280 +77%
ACM
25
Aubrey Capital Management
United Kingdom
$4.22M

APPN Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2020, worth a combined $1.09B — up 1.3% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APPN positions and 29 closed out — a net gain of 15 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $7.64M. The largest seller was D.E. Shaw & Co, cutting an estimated $17.7M.

  • 172 institutional investors held Appian (APPN) as of Q1 2020, up from 159 in Q4 2019.
  • Funds reported $1.09B of Appian stock for Q1 2020, up 1.3% quarter-over-quarter.
  • 44 funds opened new Appian positions in Q1 2020 and 29 closed out, a net change of +15 holders.
  • The largest Appian buyer in Q1 2020 was Abdiel Capital Advisors, an estimated $7.64M added.
  • The largest Appian seller in Q1 2020 was D.E. Shaw & Co, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2020.