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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.

New
Increased
Maintained
Reduced
Closed
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 %
TRCT
126
Tower Research Capital (TRC)
New York
$33K -$33.9K -757 -51%
BC
127
Bartlett & Co
Ohio
$33K – – –
Simplex Trading
128
Simplex Trading
Illinois
$31K – – –
HFS
129
Hantz Financial Services
Michigan
$30K +$12.3K +277 +69%
QL
130
Quarry LP
New York
$26.9K +$26.9K +607 New
LWP
131
Lumature Wealth Partners
Georgia
$26.6K +$26.6K +600 New
KTC
132
Kistler-Tiffany Companies
Pennsylvania
$26.5K -$444 -10 -2%
SPIA
133
Steward Partners Investment Advisory
New York
$26.1K -$9.59K -216 -27%
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.4K – – –
RA
135
Rise Advisors
New York
$22.5K +$133 +3 +0.6%
TFA
136
Toth Financial Advisory
Virginia
$22.2K – – –
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$22.1K -$9.94K -224 -31%
CCM
138
Chilton Capital Management
Texas
$20.1K +$20.1K +453 New
TF
139
Tompkins Financial
New York
$17.8K – – –
NSIM
140
North Star Investment Management
Illinois
$13.5K – – –
PFBT
141
Parkside Financial Bank & Trust
Missouri
$13.3K – – –
SO
142
STRS Ohio
Ohio
$13K -$43.3K -1,000 -77%
ATC
143
Adirondack Trust Company
New York
$12.4K – – –
CFD
144
Creative Financial Designs
Indiana
$11.5K -$666 -15 -5%
SWM
145
Spire Wealth Management
Virginia
$11.1K +$5.06K +114 +84%
MCM
146
Manchester Capital Management
Vermont
$9.9K +$44 +1 +0.5%
PA
147
Parallel Advisors
California
$9.5K -$2.62K -59 -22%
HNB
148
Huntington National Bank
Ohio
$9.32K – – –
ACM
149
Aquatic Capital Management
Illinois
$9K -$72K -1,600 -89%
AAS
150
Ameritas Advisory Services
Nebraska
$8.88K +$8.88K +231 New
4 5
6
7 8