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284 hedge funds and large institutions have $2.63B invested in Appian in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

1.53% more ownership

Funds ownership: 70.17%71.69% (+1.5%)

6% more call options, than puts

Call options by funds: $102M | Put options by funds: $96.3M

0% more funds holding

Funds holding: 283284 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less capital invested

Capital invested by funds: $3.8B → $2.63B (-$1.18B)

Holders
284
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
87
Reduced
72
Closed
47
Calls
$102M
Puts
$96.3M
Net Calls
+$5.37M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$570M -$13.8M -124,600 -2%
ACA
2
Abdiel Capital Advisors
New York
$489M
Vanguard Group
3
Vanguard Group
Pennsylvania
$351M +$666K +6,009 +0.2%
BlackRock
4
BlackRock
New York
$269M -$7.27M -65,618 -2%
Morgan Stanley
5
Morgan Stanley
New York
$125M +$83.1M +750,090 +126%
First Trust Advisors
6
First Trust Advisors
Illinois
$76.9M -$13.2M -118,838 -13%
State Street
7
State Street
Massachusetts
$74.3M +$1.5M +13,517 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$62.8M -$483K -4,357 -0.6%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$46.2M -$17.9M -161,833 -24%
Northern Trust
10
Northern Trust
Illinois
$36.3M -$4.61M -41,584 -10%
Norges Bank
11
Norges Bank
Norway
$31M -$2.04M -18,432 -5%
Charles Schwab
12
Charles Schwab
California
$25.4M -$1.23M -11,058 -4%
SP
13
StackLine Partners
New York
$23.4M +$13.9M +125,157 +98%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$23.2M -$46.5M -419,514 -63%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$18.6M +$10.1M +91,410 +83%
Two Sigma Investments
16
Two Sigma Investments
New York
$18.5M +$20M +180,453 +911%
Voloridge Investment Management
17
Voloridge Investment Management
Florida
$17.6M -$6.61M -59,655 -24%
Millennium Management
18
Millennium Management
New York
$17.3M +$12.3M +111,476 +148%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$16.8M -$467K -4,214 -2%
N
20
Nuveen
North Carolina
$14.9M +$40.5K +366 +0.2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$14.5M +$989K +8,925 +6%
Canada Life
22
Canada Life
Manitoba, Canada
$13.3M +$5.05M +45,601 +47%
Citadel Advisors
23
Citadel Advisors
Florida
$12.6M +$10.3M +92,836 +215%
AllianceBernstein
24
AllianceBernstein
Tennessee
$12.1M +$2.61M +23,550 +22%
Goldman Sachs
25
Goldman Sachs
New York
$10M +$4.37M +39,448 +57%

APPN Hedge Fund Activity: Q3 2021 in Review

284 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2021, worth a combined $2.63B — down 31% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new APPN positions and 47 closed out — a net gain of 5 holders — while 87 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.5M.

  • 284 institutional investors held Appian (APPN) as of Q3 2021, up from 283 in Q2 2021.
  • Funds reported $2.63B of Appian stock for Q3 2021, down 31% quarter-over-quarter.
  • 52 funds opened new Appian positions in Q3 2021 and 47 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q3 2021 was Morgan Stanley, an estimated $83.1M added.
  • The largest Appian seller in Q3 2021 was Lord, Abbett & Co, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2021.