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214 hedge funds and large institutions have $2.01B invested in Appian in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $1.46B → $2.01B (+$547M)

25% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 55

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

13% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $30.6M

2% more funds holding

Funds holding: 209214 (+5)

0.93% more ownership

Funds ownership: 81.37%82.31% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
69
Reduced
55
Closed
33
Calls
$34.8M
Puts
$30.6M
Net Calls
+$4.12M
Net Calls Change
+$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$522M
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$382M +$116M +2,150,102 +57%
Vanguard Group
3
Vanguard Group
Pennsylvania
$218M -$1.4M -25,854 -0.8%
BlackRock
4
BlackRock
New York
$164M +$4.3M +79,489 +3%
First Trust Advisors
5
First Trust Advisors
Illinois
$86.3M +$8.33M +153,987 +13%
Morgan Stanley
6
Morgan Stanley
New York
$72.3M +$3.39M +62,668 +6%
AAMU
7
Amundi Asset Management US
Massachusetts
$62.3M +$10.6M +195,498 +26%
State Street
8
State Street
Massachusetts
$47M +$305K +5,643 +0.8%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$44.3M +$2.64M +48,832 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$34.5M +$1.5M +27,728 +5%
Northern Trust
11
Northern Trust
Illinois
$29.8M +$210K +3,886 +0.9%
SP
12
StackLine Partners
New York
$28.1M +$9.21M +170,169 +65%
ACM
13
Ashford Capital Management
Delaware
$18.4M +$5.32M +98,240 +53%
AC
14
Athanor Capital
New York
$18.3M +$3.42M +63,135 +29%
Charles Schwab
15
Charles Schwab
California
$15.6M +$686K +12,687 +6%
LFDLE
16
La Financiere de L'Echiquier
France
$14.6M +$614K +11,352 +5%
OCP
17
Oakcliff Capital Partners
New York
$14.1M
Mitsubishi UFJ Trust & Banking
18
Mitsubishi UFJ Trust & Banking
Japan
$13.8M -$522K -9,650 -4%
N
19
Natixis
France
$9.45M +$7.9M +146,000 New
N
20
Nuveen
North Carolina
$8.81M +$350K +6,462 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$8.57M +$15.2K +281 +0.2%
NI
22
Nepsis Inc
Minnesota
$8.27M -$1.2M -22,237 -15%
TRSOTSOK
23
Teachers Retirement System of the State of Kentucky
Kentucky
$7.36M +$3.01M +55,700 +96%
PC
24
Pier Capital
Connecticut
$7.31M -$382K -7,053 -6%
CCA
25
Cobblestone Capital Advisors
New York
$6.74M +$156K +2,880 +3%

APPN Hedge Fund Activity: Q3 2020 in Review

214 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2020, worth a combined $2.01B — up 38% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APPN positions and 33 closed out — a net gain of 6 holders — while 69 added to existing stakes and 55 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $116M. The largest seller was D.E. Shaw & Co, cutting an estimated $11.3M.

  • 214 institutional investors held Appian (APPN) as of Q3 2020, up from 209 in Q2 2020.
  • Funds reported $2.01B of Appian stock for Q3 2020, up 38% quarter-over-quarter.
  • 39 funds opened new Appian positions in Q3 2020 and 33 closed out, a net change of +6 holders.
  • The largest Appian buyer in Q3 2020 was Baillie Gifford & Co, an estimated $116M added.
  • The largest Appian seller in Q3 2020 was D.E. Shaw & Co, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2020.