281 hedge funds and large institutions have $3.8B invested in Appian in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 104 increasing their positions, 76 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-39
Holders Change %
-12.19%
% of All Funds
4.91%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
104
Reduced
76
Closed
74
Calls
$183M
Puts
$151M
Net Calls
+$32.8M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
226
Avior Wealth Management
Nebraska
$31K
LC
227
Lindbrook Capital
California
$30K +$9K +66 +43%
CFGS
228
Concourse Financial Group Securities
Alabama
$29K
PFBT
229
Parkside Financial Bank & Trust
Missouri
$28K
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$28K
AF
231
Allworth Financial
California
$28K
WP
232
WealthShield Partners
North Carolina
$24K
DWA
233
Delos Wealth Advisors
Texas
$23K +$23K +168 New
AWA
234
Arkadios Wealth Advisors
Georgia
$23K +$23K +170 New
Canada Pension Plan Investment Board
235
Canada Pension Plan Investment Board
Ontario, Canada
$22K -$97K -719 -82%
SA
236
SRH Advisors
Kansas
$22K
BFC
237
Bedel Financial Consulting
Indiana
$22K
SB
238
Strategic Blueprint
Georgia
$22K +$22K +160 New
LPWM
239
Lake Point Wealth Management
Texas
$20K +$20K +147 New
LFG
240
Larson Financial Group
Missouri
$19K -$9.43K -70 -33%
BWM
241
BerganKDV Wealth Management
Minnesota
$19K
TC
242
Truvestments Capital
Florida
$17K -$4.72K -35 -22%
CCA
243
Column Capital Advisors
Indiana
$17K +$13.6K +97 +404%
HPC
244
HM Payson & Co
Maine
$17K +$17K +126 New
TFO
245
Tarbox Family Office
California
$14K +$14K +100 New
CFA
246
Carroll Financial Associates
North Carolina
$13K -$19.5K -150 -60%
TCM
247
Tradewinds Capital Management
Washington
$12K
CA
248
Clearstead Advisors
Ohio
$12K +$10.2K +73 +562%
QCG
249
Quadrant Capital Group
Ohio
$11K +$11K +81 New
JWA
250
JFS Wealth Advisors
Pennsylvania
$10K