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283 hedge funds and large institutions have $3.8B invested in Appian in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 77 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 77

22% more call options, than puts

Call options by funds: $183M | Put options by funds: $151M

2% more capital invested

Capital invested by funds: $3.74B → $3.8B (+$61M)

2.03% less ownership

Funds ownership: 72.2%70.17% (-2%)

12% less funds holding

Funds holding: 322283 (-39)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
283
Holders Change
-39
Holders Change %
-12.11%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
105
Reduced
77
Closed
74
Calls
$183M
Puts
$151M
Net Calls
+$32.8M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$865M +$37M +325,546 +5%
ACA
2
Abdiel Capital Advisors
New York
$727M
Vanguard Group
3
Vanguard Group
Pennsylvania
$521M +$8.24M +72,562 +2%
BlackRock
4
BlackRock
New York
$410M +$15.8M +139,054 +5%
First Trust Advisors
5
First Trust Advisors
Illinois
$131M +$46.3M +407,385 +75%
State Street
6
State Street
Massachusetts
$109M +$8.84M +77,842 +11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$94M +$5.58M +49,156 +8%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$92.3M +$41.5M +365,362 +120%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$91.1M -$1.62M -14,226 -2%
Morgan Stanley
10
Morgan Stanley
New York
$82.1M +$12.8M +112,399 +23%
Northern Trust
11
Northern Trust
Illinois
$59.9M +$1.13M +9,923 +2%
Norges Bank
12
Norges Bank
Norway
$48.6M +$5.12M +45,092 +15%
Charles Schwab
13
Charles Schwab
California
$39.3M +$1.49M +13,104 +5%
Voloridge Investment Management
14
Voloridge Investment Management
Florida
$34.4M -$11M -96,453 -28%
Mitsubishi UFJ Trust & Banking
15
Mitsubishi UFJ Trust & Banking
Japan
$25.6M -$2.04M -17,973 -9%
N
16
Nuveen
North Carolina
$22.2M +$2.2M +19,367 +14%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$20.3M +$1.68M +14,770 +11%
SP
18
StackLine Partners
New York
$17.5M +$1.67M +14,700 +13%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$15.1M -$9M -79,224 -42%
AllianceBernstein
20
AllianceBernstein
Tennessee
$14.7M +$5.63M +49,540 +86%
TRSOTSOK
21
Teachers Retirement System of the State of Kentucky
Kentucky
$13.9M -$278K -2,444 -2%
Canada Life
22
Canada Life
Manitoba, Canada
$13.3M +$423K +3,723 +4%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$12M +$135K +1,192 +1%
CS
24
Credit Suisse
Switzerland
$11.1M +$3.54M +31,153 +63%
Swiss National Bank
25
Swiss National Bank
Switzerland
$10.6M +$432K +3,800 +5%

APPN Hedge Fund Activity: Q2 2021 in Review

283 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2021, worth a combined $3.8B — up 1.6% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of APPN and 36 opened new positions — a net loss of 38 holders — while 77 trimmed existing stakes and 105 added.

The largest buyer was First Trust Advisors, adding an estimated $46.3M. The largest seller was Fred Alger Management, exiting entirely with an estimated $87.4M sold.

  • 283 institutional investors held Appian (APPN) as of Q2 2021, down from 322 in Q1 2021.
  • Funds reported $3.8B of Appian stock for Q2 2021, up 1.6% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q2 2021 and 74 closed out, a net change of -38 holders.
  • The largest Appian buyer in Q2 2021 was First Trust Advisors, an estimated $46.3M added.
  • The largest Appian seller in Q2 2021 was Fred Alger Management, an estimated $87.4M sold.

Based on aggregated 13F filings for Q2 2021.