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322 hedge funds and large institutions have $3.74B invested in Appian in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 301322 (+21)

3% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 104

0% less call options, than puts

Call options by funds: $115M | Put options by funds: $115M

6.75% less ownership

Funds ownership: 78.95%72.2% (-6.7%)

23% less capital invested

Capital invested by funds: $4.84B → $3.74B (-$1.1B)

Holders
322
Holders Change
+21
Holders Change %
+6.98%
% of All Funds
5.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
63
Increased
107
Reduced
104
Closed
38
Calls
$115M
Puts
$115M
Net Calls
-$362K
Net Calls Change
+$86.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$792M -$33.1M -186,878 -3%
ACA
2
Abdiel Capital Advisors
New York
$702M -$150M -850,000 -14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$494M +$42.4M +239,450 +7%
BlackRock
4
BlackRock
New York
$377M +$24.8M +140,349 +5%
State Street
5
State Street
Massachusetts
$94.6M -$2.05M -11,594 -2%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$89.8M +$42.2M +238,778 +55%
FAM
7
Fred Alger Management
New York
$87.4M -$80.6M -455,328 -41%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$84.2M +$10.5M +59,521 +10%
First Trust Advisors
9
First Trust Advisors
Illinois
$72.2M -$22.9M -129,487 -19%
Morgan Stanley
10
Morgan Stanley
New York
$64.3M -$292M -1,649,346 -77%
Northern Trust
11
Northern Trust
Illinois
$56.5M -$4.58M -25,913 -6%
AAM
12
Anglepoint Asset Management
Cayman Islands
$54.1M -$12.2M -69,221 -15%
Two Sigma Investments
13
Two Sigma Investments
New York
$50.5M +$67.2M +379,557 New
Voloridge Investment Management
14
Voloridge Investment Management
Florida
$46M +$33M +186,582 +117%
Millennium Management
15
Millennium Management
New York
$41.1M +$43.5M +245,987 +388%
Norges Bank
16
Norges Bank
Norway
$41M +$54.5M +308,045 New
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$40.5M -$54M -304,969 -50%
Charles Schwab
18
Charles Schwab
California
$36.2M +$4.84M +27,332 +11%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$27.1M +$1.19M +6,728 +3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$25.2M +$13M +73,230 +63%
Citadel Advisors
21
Citadel Advisors
Florida
$21.7M +$6.02M +34,021 +26%
N
22
Nuveen
North Carolina
$18.8M +$185K +1,048 +0.7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$17.6M -$2.34M -13,213 -9%
JP Morgan Chase
24
JP Morgan Chase
New York
$15.3M +$11.8M +66,918 +139%
SP
25
StackLine Partners
New York
$15M +$5.66M +32,000 +40%

APPN Hedge Fund Activity: Q1 2021 in Review

322 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2021, worth a combined $3.74B — down 23% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new APPN positions and 38 closed out — a net gain of 25 holders — while 107 added to existing stakes and 104 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $67.2M. The largest seller was Morgan Stanley, cutting an estimated $292M.

  • 322 institutional investors held Appian (APPN) as of Q1 2021, up from 301 in Q4 2020.
  • Funds reported $3.74B of Appian stock for Q1 2021, down 23% quarter-over-quarter.
  • 63 funds opened new Appian positions in Q1 2021 and 38 closed out, a net change of +25 holders.
  • The largest Appian buyer in Q1 2021 was Two Sigma Investments, an estimated $67.2M added.
  • The largest Appian seller in Q1 2021 was Morgan Stanley, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2021.