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Appian
APPN

Overview Fund Activity

214 hedge funds and large institutions have $1.14B invested in Appian in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+12
Holders Change %
+5.94%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
55
Increased
54
Reduced
58
Closed
41
Calls
$24.7M
Puts
$5.8M
Net Calls
+$18.9M
Net Calls Change
+$6.99M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$49M
2
Morgan Stanley
Morgan Stanley
New York
$35.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$49.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$16.6M
5
HRCM
Hawk Ridge Capital Management
California
$70M

Top Sellers

1
ACA
Abdiel Capital Advisors
New York
$249M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
GIM
Granahan Investment Management
Massachusetts
$0
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$62.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
226
HRT Financial
New York
– -$249K -5,477 Closed
JRP
227
Jasper Ridge Partners
California
– -$240K -5,262 Closed
Creative Planning
228
Creative Planning
Kansas
– -$230K -5,036 Closed
RJFSA
229
Raymond James Financial Services Advisors
Florida
– -$225K -4,933 Closed
PMEF
230
Point72 Middle East FZE
United Arab Emirates
– -$224K -4,908 Closed
Prudential Financial
231
Prudential Financial
New Jersey
– -$217K -4,792 Closed
AWS
232
Atria Wealth Solutions
New York
– -$213K -4,680 Closed
AFG
233
Allegheny Financial Group
Pennsylvania
– -$204K -4,480 Closed
Group One Trading
234
Group One Trading
Illinois
– -$201K -4,407 Closed
Allspring Global Investments
235
Allspring Global Investments
North Carolina
– -$83.2K -1,824 Closed
TFA
236
Toth Financial Advisory
Virginia
– -$22.8K -500 Closed
TF
237
Tompkins Financial
New York
– -$18.2K -400 Closed
PFBT
238
Parkside Financial Bank & Trust
Missouri
– -$13.7K -300 Closed
CSPIA
239
Cary Street Partners Investment Advisory
Virginia
– -$8.94K -196 Closed
HIIFS
240
Harel Insurance Investments & Financial Services
Israel
– -$7K -151 Closed
AA
241
Addison Advisors
Vermont
– -$6.84K -150 Closed
CCP
242
Carmel Capital Partners
California
– -$4.56K -100 Closed
HIA
243
Harbor Investment Advisory
Maryland
– -$3.65K -80 Closed
HWP
244
Hibernia Wealth Partners
Louisiana
– -$3.42K -75 Closed
AWA
245
Authentikos Wealth Advisory
California
– -$2.51K -55 Closed
GI
246
Gradient Investments
Minnesota
– -$2.28K -50 Closed
Legacy Financial Group (Iowa)
247
Legacy Financial Group (Iowa)
Iowa
– -$1.82K -40 Closed
BAAM
248
Baker Avenue Asset Management
California
– -$958 -21 Closed
SIC
249
Salem Investment Counselors
North Carolina
– -$913 -20 Closed
BFEC
250
Benjamin F. Edwards & Company
Missouri
– -$1K -13 Closed
7 8 9
10
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