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211 hedge funds and large institutions have $1.44B invested in Appian in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $9.77M

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $1.28B → $1.44B (+$155M)

2.5% more ownership

Funds ownership: 69.97%72.47% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

1% more funds holding

Funds holding: 209211 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
65
Reduced
60
Closed
25
Calls
$21.5M
Puts
$9.77M
Net Calls
+$11.7M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$482M +$272K +6,444 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$210M +$12.7M +302,131 +7%
BlackRock
3
BlackRock
New York
$140M +$8.8M +208,857 +8%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$89.6M +$16M +380,770 +25%
HRCM
5
Hawk Ridge Capital Management
California
$70.1M -$16.6M -393,917 -21%
First Trust Advisors
6
First Trust Advisors
Illinois
$53.3M +$5.72M +135,826 +14%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$44.3M +$1.81M +42,988 +5%
State Street
8
State Street
Massachusetts
$41.6M +$887K +21,046 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$40.3M +$1.69M +40,132 +5%
Morgan Stanley
10
Morgan Stanley
New York
$23M +$11.1M +263,355 +120%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$22M +$4.34M +102,973 +29%
Northern Trust
12
Northern Trust
Illinois
$17.9M +$388K +9,217 +3%
Charles Schwab
13
Charles Schwab
California
$14.7M +$318K +7,557 +2%
Canada Life
14
Canada Life
Manitoba, Canada
$13.9M +$2.34M +55,497 +23%
Millennium Management
15
Millennium Management
New York
$13.2M +$11.7M +278,333 New
Goldman Sachs
16
Goldman Sachs
New York
$12.4M -$1.8M -42,671 -14%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.63M +$516K +12,247 +7%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$7.85M -$70.3K -1,668 -1%
Tudor Investment Corp
19
Tudor Investment Corp
Connecticut
$7.15M +$3.51M +83,273 +124%
GIM
20
Granahan Investment Management
Massachusetts
$6.33M -$1.52M -36,026 -21%
AACP
21
Advantage Alpha Capital Partners
California
$5.92M -$1.9M -45,021 -27%
N
22
Nuveen
North Carolina
$5.14M +$95.5K +2,266 +2%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$5.09M -$1.18M -27,995 -21%
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
$4.95M +$47.2K +1,120 +1%
Two Sigma Investments
25
Two Sigma Investments
New York
$4.83M +$4.05M +96,073 +1,767%

APPN Hedge Fund Activity: Q2 2023 in Review

211 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2023, worth a combined $1.44B — up 12% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new APPN positions and 25 closed out — a net gain of 4 holders — while 65 added to existing stakes and 60 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $16M. The largest seller was Hawk Ridge Capital Management, cutting an estimated $16.6M.

  • 211 institutional investors held Appian (APPN) as of Q2 2023, up from 209 in Q1 2023.
  • Funds reported $1.44B of Appian stock for Q2 2023, up 12% quarter-over-quarter.
  • 29 funds opened new Appian positions in Q2 2023 and 25 closed out, a net change of +4 holders.
  • The largest Appian buyer in Q2 2023 was Baillie Gifford & Co, an estimated $16M added.
  • The largest Appian seller in Q2 2023 was Hawk Ridge Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.