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Appian
APPN

Overview Fund Activity

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

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$131M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$92.3M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$865M
4
BlackRock
BlackRock
New York
$410M
5
Morgan Stanley
Morgan Stanley
New York
$82.1M

Top Sellers

1
FAM
Fred Alger Management
New York
$0
2
Two Sigma Investments
Two Sigma Investments
New York
$2.73M
3
Millennium Management
Millennium Management
New York
$10.4M
4
Citadel Advisors
Citadel Advisors
Florida
$5.95M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
126
Shell Asset Management
Netherlands
$481K +$481K +3,495 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$475K – – –
NFG
128
Next Financial Group
Texas
$462K +$29.4K +213 +7%
NL
129
NWAM LLC
Washington
$459K – – –
US Bancorp
130
US Bancorp
Minnesota
$457K +$54.2K +392 +13%
WWM
131
Western Wealth Management
Colorado
$452K -$2.48K -18 -0.5%
ACM
132
Adalta Capital Management
New York
$448K +$72.9K +530 +19%
LFAS
133
Level Four Advisory Services
Texas
$446K +$446K +3,239 New
HSBC Holdings
134
HSBC Holdings
United Kingdom
$443K +$443K +3,176 New
AIP
135
Ameritas Investment Partners
Nebraska
$437K +$26.2K +190 +6%
NIM
136
Needham Investment Management
New York
$434K -$207K -1,500 -32%
IMRF
137
Illinois Municipal Retirement Fund
Illinois
$428K – – –
SWM
138
Segment Wealth Management
Texas
$427K +$427K +3,100 New
PCIA
139
Prime Capital Investment Advisors
Kansas
$422K +$114K +830 +37%
MFW
140
Meristem Family Wealth
Minnesota
$418K -$446K -3,239 -52%
RCAG
141
Rehmann Capital Advisory Group
Michigan
$416K +$416K +2,923 New
NFSG
142
Newbridge Financial Services Group
Florida
$412K -$5.51K -40 -1%
Prudential Financial
143
Prudential Financial
New Jersey
$400K +$34.2K +248 +9%
BWP
144
Baldwin Wealth Partners
Massachusetts
$399K – – –
CAM
145
Cresset Asset Management
Illinois
$399K +$131K +953 +49%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$394K -$403K – –
Victory Capital Management
147
Victory Capital Management
Texas
$393K -$23.4K -170 -6%
BCV
148
Banque Cantonale Vaudoise
Switzerland
$381K +$254K +1,843 +200%
SWA
149
Stratos Wealth Advisors
Ohio
$380K +$551 +4 +0.1%
CM
150
Capula Management
Cayman Islands
$377K +$377K +2,734 New
4 5
6
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