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301 hedge funds and large institutions have $4.84B invested in Appian in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 29

141% more capital invested

Capital invested by funds: $2.01B → $4.84B (+$2.84B)

41% more funds holding

Funds holding: 214301 (+87)

28% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 67

3.36% less ownership

Funds ownership: 82.31%78.95% (-3.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less call options, than puts

Call options by funds: $157M | Put options by funds: $243M

Holders
301
Holders Change
+87
Holders Change %
+40.65%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
116
Increased
86
Reduced
67
Closed
29
Calls
$157M
Puts
$243M
Net Calls
-$86.6M
Net Calls Change
-$90.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$996M +$27.1M +242,039 +4%
ACA
2
Abdiel Capital Advisors
New York
$994M -$216M -1,928,395 -24%
Vanguard Group
3
Vanguard Group
Pennsylvania
$563M +$11.4M +101,673 +3%
BlackRock
4
BlackRock
New York
$437M +$19M +169,526 +7%
Morgan Stanley
5
Morgan Stanley
New York
$346M +$114M +1,016,613 +91%
FAM
6
Fred Alger Management
New York
$180M +$125M +1,112,933 New
State Street
7
State Street
Massachusetts
$117M -$275K -2,459 -0.3%
First Trust Advisors
8
First Trust Advisors
Illinois
$109M -$74M -660,765 -50%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$98.8M -$8.37M -74,786 -11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$93M +$4.69M +41,918 +8%
AAM
11
Anglepoint Asset Management
Cayman Islands
$77.1M +$53.3M +475,800 New
Northern Trust
12
Northern Trust
Illinois
$73M -$1.12M -10,008 -2%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$70.8M +$43.1M +385,291 +745%
Charles Schwab
14
Charles Schwab
California
$39.7M +$506K +4,515 +2%
Mitsubishi UFJ Trust & Banking
15
Mitsubishi UFJ Trust & Banking
Japan
$31.9M -$1.81M -16,150 -8%
Voloridge Investment Management
16
Voloridge Investment Management
Florida
$25.9M +$17.9M +159,780 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$23.7M +$1.52M +13,571 +10%
N
18
Nuveen
North Carolina
$22.8M +$517K +4,614 +3%
Citadel Advisors
19
Citadel Advisors
Florida
$20.9M +$3.37M +30,057 +30%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$18.8M +$8.67M +77,460 +201%
TRSOTSOK
21
Teachers Retirement System of the State of Kentucky
Kentucky
$18.7M +$224K +2,000 +2%
Canada Life
22
Canada Life
Manitoba, Canada
$16.8M +$3.24M +28,975 +39%
Wells Fargo
23
Wells Fargo
California
$14.2M -$711K -6,347 -7%
CCA
24
Cobblestone Capital Advisors
New York
$13.8M -$2.1M -18,740 -18%
Marshall Wace
25
Marshall Wace
United Kingdom
$13.4M +$9.29M +82,977 New

APPN Hedge Fund Activity: Q4 2020 in Review

301 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2020, worth a combined $4.84B — up 141% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new APPN positions and 29 closed out — a net gain of 87 holders — while 86 added to existing stakes and 67 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $125M. The largest seller was Abdiel Capital Advisors, cutting an estimated $216M.

  • 301 institutional investors held Appian (APPN) as of Q4 2020, up from 214 in Q3 2020.
  • Funds reported $4.84B of Appian stock for Q4 2020, up 141% quarter-over-quarter.
  • 116 funds opened new Appian positions in Q4 2020 and 29 closed out, a net change of +87 holders.
  • The largest Appian buyer in Q4 2020 was Fred Alger Management, an estimated $125M added.
  • The largest Appian seller in Q4 2020 was Abdiel Capital Advisors, an estimated $216M sold.

Based on aggregated 13F filings for Q4 2020.