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267 hedge funds and large institutions have $1.82B invested in Appian in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $66M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.4% less ownership

Funds ownership: 71.69%70.29% (-1.4%)

6% less funds holding

Funds holding: 284267 (-17)

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

31% less capital invested

Capital invested by funds: $2.63B → $1.82B (-$809M)

Holders
267
Holders Change
-17
Holders Change %
-5.99%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
71
Reduced
89
Closed
63
Calls
$66.6M
Puts
$66M
Net Calls
+$634K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$402M +$1.03M +12,426 +0.2%
ACA
2
Abdiel Capital Advisors
New York
$344M
Vanguard Group
3
Vanguard Group
Pennsylvania
$243M -$4.72M -56,806 -1%
BlackRock
4
BlackRock
New York
$191M +$2.26M +27,200 +0.9%
First Trust Advisors
5
First Trust Advisors
Illinois
$74.3M +$25.6M +307,570 +37%
State Street
6
State Street
Massachusetts
$52.3M -$109K -1,316 -0.2%
Morgan Stanley
7
Morgan Stanley
New York
$48.5M -$50M -602,021 -45%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$44.1M -$121K -1,460 -0.2%
SP
9
StackLine Partners
New York
$30.7M +$18.1M +217,648 +86%
Northern Trust
10
Northern Trust
Illinois
$25.3M -$357K -4,301 -1%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$21.2M -$14.6M -175,084 -35%
Norges Bank
12
Norges Bank
Norway
$20.7M -$1.39M -16,737 -5%
Coatue Management
13
Coatue Management
New York
$19.5M +$24.9M +299,180 New
Charles Schwab
14
Charles Schwab
California
$18.2M +$438K +5,265 +2%
Voloridge Investment Management
15
Voloridge Investment Management
Florida
$14.9M +$3.19M +38,389 +20%
Goldman Sachs
16
Goldman Sachs
New York
$12.9M +$7.46M +89,819 +83%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$12.2M -$1.18M -14,151 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$10.8M +$817K +9,836 +6%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$10.7M -$1.41M -16,911 -9%
Two Sigma Investments
20
Two Sigma Investments
New York
$10.2M -$3.63M -43,644 -22%
Canada Life
21
Canada Life
Manitoba, Canada
$9.64M +$474K +5,707 +4%
N
22
Nuveen
North Carolina
$8.92M -$2.05M -24,607 -15%
CS
23
Credit Suisse
Switzerland
$8.04M +$4.68M +56,318 +84%
Twin Tree Management
24
Twin Tree Management
Texas
$7.26M +$8.88M +106,888 +2,429%
Barclays
25
Barclays
United Kingdom
$7.17M +$4.07M +48,983 +80%

APPN Hedge Fund Activity: Q4 2021 in Review

267 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2021, worth a combined $1.82B — down 31% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of APPN and 49 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 71 added.

The largest buyer was First Trust Advisors, adding an estimated $25.6M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 267 institutional investors held Appian (APPN) as of Q4 2021, down from 284 in Q3 2021.
  • Funds reported $1.82B of Appian stock for Q4 2021, down 31% quarter-over-quarter.
  • 49 funds opened new Appian positions in Q4 2021 and 63 closed out, a net change of -14 holders.
  • The largest Appian buyer in Q4 2021 was First Trust Advisors, an estimated $25.6M added.
  • The largest Appian seller in Q4 2021 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.