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209 hedge funds and large institutions have $1.46B invested in Appian in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

65% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 43

34% more capital invested

Capital invested by funds: $1.09B → $1.46B (+$372M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 172209 (+37)

2.83% more ownership

Funds ownership: 78.55%81.37% (+2.8%)

52% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $65.1M

Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
65
Increased
71
Reduced
43
Closed
27
Calls
$31.4M
Puts
$65.1M
Net Calls
-$33.6M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$413M +$22.9M +470,000 +6%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$192M +$9.13M +187,110 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$174M +$12.4M +253,752 +8%
BlackRock
4
BlackRock
New York
$125M +$2.03M +41,695 +2%
First Trust Advisors
5
First Trust Advisors
Illinois
$60.4M +$12.9M +264,533 +29%
Morgan Stanley
6
Morgan Stanley
New York
$54M +$21.9M +449,393 +74%
AAMU
7
Amundi Asset Management US
Massachusetts
$39.3M +$12.2M +250,189 +49%
State Street
8
State Street
Massachusetts
$36.9M -$77.5K -1,588 -0.2%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$32.6M +$1.91M +39,218 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$25.8M +$269K +5,510 +1%
Northern Trust
11
Northern Trust
Illinois
$23.4M -$2.5M -51,223 -10%
SP
12
StackLine Partners
New York
$13.5M -$2.85M -58,351 -18%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$13.3M -$32.1M -657,652 -72%
Charles Schwab
14
Charles Schwab
California
$11.7M +$743K +15,226 +7%
Mitsubishi UFJ Trust & Banking
15
Mitsubishi UFJ Trust & Banking
Japan
$11.4M -$282K -5,780 -3%
AC
16
Athanor Capital
New York
$11.3M +$10.7M +219,762 New
CCM
17
CAAS Capital Management
New York
$11.2M +$10.6M +218,022 New
OCP
18
Oakcliff Capital Partners
New York
$11.1M
LFDLE
19
La Financiere de L'Echiquier
France
$11M +$5.12M +105,020 +96%
JP Morgan Chase
20
JP Morgan Chase
New York
$9.68M +$8.67M +177,629 +1,582%
ACM
21
Ashford Capital Management
Delaware
$9.49M -$193K -3,950 -2%
NI
22
Nepsis Inc
Minnesota
$7.68M +$197K +4,038 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.77M -$806K -16,519 -11%
N
24
Nuveen
North Carolina
$6.64M -$748K -15,327 -11%
PC
25
Pier Capital
Connecticut
$6.15M +$19.9K +408 +0.3%

APPN Hedge Fund Activity: Q2 2020 in Review

209 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2020, worth a combined $1.46B — up 34% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new APPN positions and 27 closed out — a net gain of 38 holders — while 71 added to existing stakes and 43 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $22.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $32.1M.

  • 209 institutional investors held Appian (APPN) as of Q2 2020, up from 172 in Q1 2020.
  • Funds reported $1.46B of Appian stock for Q2 2020, up 34% quarter-over-quarter.
  • 65 funds opened new Appian positions in Q2 2020 and 27 closed out, a net change of +38 holders.
  • The largest Appian buyer in Q2 2020 was Abdiel Capital Advisors, an estimated $22.9M added.
  • The largest Appian seller in Q2 2020 was D.E. Shaw & Co, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2020.