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Appian
APPN

Overview Fund Activity

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.

Holders
209
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
3.35%
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

Top Buyers

1
ACA
1
Abdiel Capital Advisors
New York
$449M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$39.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$182M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.63M
5
HRCM
5
Hawk Ridge Capital Management
California
$82.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$245K
2
Morgan Stanley
2
Morgan Stanley
New York
$9.75M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
BlackRock
4
BlackRock
New York
$121M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$480K -$61.4K -1,384 -11%
OQS
77
Occudo Quantitative Strategies
Florida
$471K +$471K +10,608 New
Prudential Financial
78
Prudential Financial
New Jersey
$462K -$444 -10 -0.1%
IAA
79
Independent Advisor Alliance
North Carolina
$450K +$450K +10,136 New
ASRS
80
Arizona State Retirement System
Arizona
$449K +$12.8K +288 +3%
CGH
81
Crossmark Global Holdings
Texas
$370K +$89 +2 +0%
PI
82
Putnam Investments
Massachusetts
$368K -$295K -6,636 -44%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$349K +$349K +7,867 New
DA
84
Duality Advisers
Florida
$341K -$1.19M -26,867 -78%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$314K +$17.8K +400 +6%
RC
86
Roundview Capital
New Jersey
$307K -$754 -17 -0.2%
Handelsbanken Fonder
87
Handelsbanken Fonder
Sweden
$302K – – –
FHA
88
Flagship Harbor Advisors
Massachusetts
$295K +$4.44K +100 +2%
JFG
89
Jefferies Financial Group
New York
$292K +$292K +6,575 New
XT
90
XTX Topco
Cayman Islands
$258K +$258K +5,804 New
AB
91
Amalgamated Bank
New York
$249K -$37.3K -839 -13%
CP
92
CenterBook Partners
Connecticut
$246K +$246K +5,553 New
Citadel Advisors
93
Citadel Advisors
Florida
$245K -$20.2M -455,861 -99%
Two Sigma Investments
94
Two Sigma Investments
New York
$241K +$241K +5,437 New
VI
95
Versor Investments
New York
$240K +$240K +5,400 New
MNBTD
96
Moody National Bank Trust Division
Texas
$240K +$240K +5,400 New
JRP
97
Jasper Ridge Partners
California
$234K +$234K +5,262 New
ProShare Advisors
98
ProShare Advisors
Maryland
$224K -$73.5K -1,657 -25%
YIH
99
Y-Intercept (HK)
Hong Kong
$223K +$223K +5,036 New
LCM
100
Lattice Capital Management
Washington
$217K +$217K +4,900 New
2 3
4
5 6