211 hedge funds and large institutions have $1.44B invested in Appian in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
65
Reduced
60
Closed
25
Calls
$21.5M
Puts
$9.77M
Net Calls
+$11.7M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$85.8K +$50.7K +1,065 +144%
Simplex Trading
127
Simplex Trading
Illinois
$77K +$43.8K +923 +132%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$63K -$4.2K -88 -6%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$61.8K -$28.7K -604 -32%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$58.5K +$22.4K +470 +62%
NFSG
131
Newbridge Financial Services Group
Florida
$45.9K -$2.86K -60 -6%
Point72 Asset Management
132
Point72 Asset Management
Connecticut
$40.6K -$26.8K -562 -40%
BC
133
Bartlett & Co
Ohio
$36K
BCWM
134
Bartlett & Co Wealth Management
Ohio
$35.7K
HFS
135
Hantz Financial Services
Michigan
$32K
S
136
SignatureFD
Georgia
$29.5K -$9.23K -194 -24%
LWP
137
Lumature Wealth Partners
Georgia
$28.6K
KTC
138
Kistler-Tiffany Companies
Pennsylvania
$28.4K
SPIA
139
Steward Partners Investment Advisory
New York
$27.9K
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.2K
RA
141
Rise Advisors
New York
$26.5K +$2.38K +50 +10%
TFA
142
Toth Financial Advisory
Virginia
$24.3K +$476 +10 +2%
CCM
143
Chilton Capital Management
Texas
$21.6K
TF
144
Tompkins Financial
New York
$19K
AWM
145
Activest Wealth Management
Florida
$15.2K
ATC
146
Adirondack Trust Company
New York
$14.4K
PFBT
147
Parkside Financial Bank & Trust
Missouri
$14.3K
CFD
148
Creative Financial Designs
Indiana
$12.4K
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$11K -$12.7K -267 -54%
MCM
150
Manchester Capital Management
Vermont
$10K -$619 -13 -6%