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Appian
APPN

Overview Fund Activity

299 hedge funds and large institutions have $4.84B invested in Appian in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+85
Holders Change %
+39.72%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
114
Increased
86
Reduced
67
Closed
29
Calls
$157M
Puts
$243M
Net Calls
-$86.6M
Net Calls Change
-$90.7M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$180M
2
Morgan Stanley
2
Morgan Stanley
New York
$346M
3
AAM
3
Anglepoint Asset Management
Cayman Islands
$77.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$70.8M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$996M

Top Sellers

1
ACA
1
Abdiel Capital Advisors
New York
$994M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$227K
3
First Trust Advisors
3
First Trust Advisors
Illinois
$109M
4
SP
4
StackLine Partners
New York
$13.1M
5
AC
5
Athanor Capital
New York
$3.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
251
Orion Capital Management
California
$40K +$40K +247 New
RIM
252
Rockbridge Investment Management
New York
$38K -$7.09K -44 -16%
IA
253
IFP Advisors
Florida
$38K +$20.3K +129 +115%
CFGS
254
Concourse Financial Group Securities
Alabama
$35K +$1.32K +8 +4%
HNB
255
Huntington National Bank
Ohio
$34K – – –
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$34K +$34K +209 New
SBL
257
Sargent Bickham Lagudis
Colorado
$32K +$32K +200 New
TWA
258
TCI Wealth Advisors
Arizona
$31K – – –
PFBT
259
Parkside Financial Bank & Trust
Missouri
$28K +$4K +25 +17%
BFC
260
Bedel Financial Consulting
Indiana
$26K – – –
SA
261
SRH Advisors
Kansas
$26K – – –
TC
262
Truvestments Capital
Florida
$26K +$26K +161 New
LFG
263
Larson Financial Group
Missouri
$23K -$29.3K -182 -56%
MF
264
Manchester Financial
California
$23K – – –
BWM
265
BerganKDV Wealth Management
Minnesota
$23K +$21.4K +130 +1,300%
Fidelity Investments
266
Fidelity Investments
Massachusetts
$19K -$4.67K -29 -20%
SSB
267
Sandy Spring Bank
Maryland
$18K +$18K +112 New
LC
268
Lindbrook Capital
California
$16K +$3.2K +20 +25%
SIS
269
Sound Income Strategies
Florida
$16K +$7.67K +46 +92%
PWPS
270
Pinnacle Wealth Planning Services
Ohio
$15K +$15K +93 New
GRP
271
Global Retirement Partners
California
$15K +$15K +94 New
FCA
272
FinTrust Capital Advisors
South Carolina
$13K -$15.5K -98 -54%
JWA
273
JFS Wealth Advisors
Pennsylvania
$11K – – –
VCM
274
Versant Capital Management
Arizona
$11K +$4.87K +31 +79%
WAS
275
Winch Advisory Services
Wisconsin
$11K +$11K +69 New
9 10
11
12 13