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209 hedge funds and large institutions have $1.28B invested in Appian in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $10.5M

40% more capital invested

Capital invested by funds: $915M → $1.28B (+$368M)

1.52% more ownership

Funds ownership: 68.44%69.97% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

1% less funds holding

Funds holding: 212209 (-3)

Holders
209
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
61
Reduced
64
Closed
36
Calls
$19.7M
Puts
$10.5M
Net Calls
+$9.2M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$449M +$52.5M +1,297,992 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M +$7.61M +188,207 +5%
BlackRock
3
BlackRock
New York
$121M -$9.45M -233,713 -8%
HRCM
4
Hawk Ridge Capital Management
California
$82.8M +$5.18M +128,168 +7%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$66.6M -$2.66M -65,840 -4%
First Trust Advisors
6
First Trust Advisors
Illinois
$43.7M -$3.76M -93,021 -9%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$39.4M +$16.5M +408,123 +85%
State Street
8
State Street
Massachusetts
$37.9M +$2.02M +49,979 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$35.8M +$1.57M +38,945 +5%
Northern Trust
10
Northern Trust
Illinois
$16.3M +$262K +6,477 +2%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$16M +$2.84M +70,188 +24%
Goldman Sachs
12
Goldman Sachs
New York
$13.5M +$2.88M +71,244 +31%
Charles Schwab
13
Charles Schwab
California
$13.4M +$7.56K +187 +0.1%
Norges Bank
14
Norges Bank
Norway
$12.4M
Canada Life
15
Canada Life
Manitoba, Canada
$10.5M +$2.82M +69,660 +41%
Morgan Stanley
16
Morgan Stanley
New York
$9.75M -$12.6M -310,578 -59%
AACP
17
Advantage Alpha Capital Partners
California
$7.51M +$950K +23,491 +16%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.5M +$129K +3,195 +2%
GIM
19
Granahan Investment Management
Massachusetts
$7.5M +$2.69M +66,480 +65%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$6.63M +$6.02M +148,829 New
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$5.99M -$1.78M -44,075 -25%
N
22
Nuveen
North Carolina
$4.69M -$40K -990 -0.9%
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$4.56M +$2.13M +52,637 +105%
CSS
24
Cubist Systematic Strategies
Connecticut
$4.22M +$1.83M +45,288 +91%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$3.93M +$609K +15,069 +21%

APPN Hedge Fund Activity: Q1 2023 in Review

209 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2023, worth a combined $1.28B — up 40% from $915M a quarter earlier.

Fund positioning in APPN was balanced in Q1 2023: 36 funds opened new positions, 36 closed out, 61 added to existing stakes and 64 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $52.5M. The largest seller was Citadel Advisors, cutting an estimated $18.4M.

  • 209 institutional investors held Appian (APPN) as of Q1 2023, down from 212 in Q4 2022.
  • Funds reported $1.28B of Appian stock for Q1 2023, up 40% quarter-over-quarter.
  • 36 funds opened new Appian positions in Q1 2023 and 36 closed out, a net change of 0 holders.
  • The largest Appian buyer in Q1 2023 was Abdiel Capital Advisors, an estimated $52.5M added.
  • The largest Appian seller in Q1 2023 was Citadel Advisors, an estimated $18.4M sold.

Based on aggregated 13F filings for Q1 2023.