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212 hedge funds and large institutions have $915M invested in Appian in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $11.5M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.93% less ownership

Funds ownership: 73.37%68.44% (-4.9%)

11% less funds holding

Funds holding: 237212 (-25)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

25% less capital invested

Capital invested by funds: $1.23B → $915M (-$311M)

39% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 51

Holders
212
Holders Change
-25
Holders Change %
-10.55%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
59
Reduced
66
Closed
51
Calls
$25.4M
Puts
$11.5M
Net Calls
+$13.9M
Net Calls Change
+$987K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$287M +$19.3M +489,400 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$128M +$2.43M +61,518 +2%
BlackRock
3
BlackRock
New York
$96.3M +$2.68M +67,868 +2%
HRCM
4
Hawk Ridge Capital Management
California
$56.6M +$68.5M +1,737,662 New
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$51M -$160M -4,058,083 -72%
First Trust Advisors
6
First Trust Advisors
Illinois
$35.2M +$2.01M +51,013 +5%
State Street
7
State Street
Massachusetts
$26.1M -$658K -16,681 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$25M +$1.26M +31,912 +4%
Morgan Stanley
9
Morgan Stanley
New York
$17.3M +$5.97M +151,482 +40%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$15.6M +$10.7M +272,395 +131%
Citadel Advisors
11
Citadel Advisors
Florida
$15M +$7.3M +185,169 +67%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$13.1M +$14.8M +375,936 +1,435%
Northern Trust
13
Northern Trust
Illinois
$11.7M -$41K -1,039 -0.3%
Charles Schwab
14
Charles Schwab
California
$9.84M +$250K +6,332 +2%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$9.44M -$541K -13,723 -5%
Norges Bank
16
Norges Bank
Norway
$9.11M
Goldman Sachs
17
Goldman Sachs
New York
$7.57M +$5.09M +129,041 +125%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$5.83M +$2.83M +71,666 +67%
Canada Life
19
Canada Life
Manitoba, Canada
$5.47M +$151K +3,830 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.4M -$290K -7,360 -4%
AACP
21
Advantage Alpha Capital Partners
California
$4.75M -$1.41M -35,700 -20%
N
22
Nuveen
North Carolina
$3.48M -$294K -7,455 -7%
GIM
23
Granahan Investment Management
Massachusetts
$3.34M +$1M +25,395 +33%
Marshall Wace
24
Marshall Wace
United Kingdom
$3.19M +$3.52M +89,304 +1,038%
Swiss National Bank
25
Swiss National Bank
Switzerland
$2.74M +$67K +1,700 +2%

APPN Hedge Fund Activity: Q4 2022 in Review

212 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2022, worth a combined $915M — down 25% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of APPN and 31 opened new positions — a net loss of 20 holders — while 66 trimmed existing stakes and 59 added.

The largest buyer was Hawk Ridge Capital Management, opening a new position worth an estimated $68.5M. The largest seller was Baillie Gifford & Co, cutting an estimated $160M.

  • 212 institutional investors held Appian (APPN) as of Q4 2022, down from 237 in Q3 2022.
  • Funds reported $915M of Appian stock for Q4 2022, down 25% quarter-over-quarter.
  • 31 funds opened new Appian positions in Q4 2022 and 51 closed out, a net change of -20 holders.
  • The largest Appian buyer in Q4 2022 was Hawk Ridge Capital Management, an estimated $68.5M added.
  • The largest Appian seller in Q4 2022 was Baillie Gifford & Co, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2022.