202 hedge funds and large institutions have $1.39B invested in Appian in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-9
Holders Change %
-4.27%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
58
Reduced
57
Closed
28
Calls
$19.7M
Puts
$7.72M
Net Calls
+$11.9M
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$81K -$4.42K -97 -5%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$60K
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$56.1K
NFSG
129
Newbridge Financial Services Group
Florida
$44K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$34.8K +$24.3K +533 +231%
BCWM
131
Bartlett & Co Wealth Management
Ohio
$34.2K
BC
132
Bartlett & Co
Ohio
$34K
TRCT
133
Tower Research Capital (TRC)
New York
$32.3K -$49.9K -1,095 -61%
HFS
134
Hantz Financial Services
Michigan
$32K +$918 +20 +3%
SPIA
135
Steward Partners Investment Advisory
New York
$30.7K +$3.88K +85 +14%
S
136
SignatureFD
Georgia
$28.7K +$456 +10 +2%
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.1K
TFA
138
Toth Financial Advisory
Virginia
$22.8K -$456 -10 -2%
CCM
139
Chilton Capital Management
Texas
$20.7K
TF
140
Tompkins Financial
New York
$18.2K
RA
141
Rise Advisors
New York
$17.8K -$7.57K -166 -30%
PFBT
142
Parkside Financial Bank & Trust
Missouri
$13.7K
FCAS
143
First Command Advisory Services
Texas
$12.8K +$12.8K +280 New
ATC
144
Adirondack Trust Company
New York
$12.8K
MCM
145
Manchester Capital Management
Vermont
$9.58K
HNB
146
Huntington National Bank
Ohio
$9.58K
AWM
147
Abound Wealth Management
Tennessee
$9.12K
CTWM
148
Cherry Tree Wealth Management
Minnesota
$9.12K
TSWM
149
Tyler-Stone Wealth Management
Ohio
$9K
CSPIA
150
Cary Street Partners Investment Advisory
Virginia
$8.94K