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Appian
APPN

Overview Fund Activity

214 hedge funds and large institutions have $1.14B invested in Appian in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+12
Holders Change %
+5.94%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
55
Increased
54
Reduced
58
Closed
41
Calls
$24.7M
Puts
$5.8M
Net Calls
+$18.9M
Net Calls Change
+$6.99M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$49M
2
Morgan Stanley
Morgan Stanley
New York
$35.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$49.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$16.6M
5
HRCM
Hawk Ridge Capital Management
California
$70M

Top Sellers

1
ACA
Abdiel Capital Advisors
New York
$249M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
GIM
Granahan Investment Management
Massachusetts
$0
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$62.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
126
Venturi Wealth Management
Texas
$114K – – –
CG
127
Cutler Group
California
$104K -$15K -400 -13%
Acadian Asset Management
128
Acadian Asset Management
Massachusetts
$98K +$98K +2,606 New
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$91.8K – – –
AFG
130
Albion Financial Group
Utah
$81.9K -$11.6K -308 -12%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$75.3K -$339 -9 -0.4%
BWP
132
Baldwin Wealth Partners
Massachusetts
$75.3K – – –
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$69.9K +$3.01K +80 +5%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$50K -$152 -4 -0.3%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$49.1K -$19.6K -521 -29%
HT
136
Headlands Technologies
Illinois
$47K +$47K +1,248 New
BCWM
137
Bartlett & Co Wealth Management
Ohio
$29.2K – – –
BC
138
Bartlett & Co
Ohio
$29K – – –
NFSG
139
Newbridge Financial Services Group
Florida
$26K -$10.4K -275 -28%
HFS
140
Hantz Financial Services
Michigan
$23K -$3.63K -95 -14%
S
141
SignatureFD
Georgia
$22.1K -$1.58K -42 -7%
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.2K -$377 -10 -2%
ASN
143
Advisory Services Network
Georgia
$19.2K +$19.2K +511 New
SPIA
144
Steward Partners Investment Advisory
New York
$18.2K -$7.16K -190 -28%
CCM
145
Chilton Capital Management
Texas
$17.1K – – –
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$16.9K -$29.4K -780 -63%
NA
147
NewEdge Advisors
Louisiana
$16.9K +$11.3K +300 +200%
VL
148
Vima LLC
Michigan
$14.2K +$14.2K +378 New
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$13.5K -$15.3K -405 -53%
RA
150
Rise Advisors
New York
$12.8K -$1.88K -50 -13%
4 5
6
7 8