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Appian
APPN

Overview Fund Activity

205 hedge funds and large institutions have $1.16B invested in Appian in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-9
Holders Change %
-4.21%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
55
Reduced
58
Closed
47
Calls
$26.9M
Puts
$9.38M
Net Calls
+$17.5M
Net Calls Change
-$1.42M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$203M
2
SRFM
2
Shannon River Fund Management
New York
$14.8M
3
Canada Life
3
Canada Life
Manitoba, Canada
$18.9M
4
HAM
4
Harber Asset Management
North Carolina
$11.9M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$6.49M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$8.42M
2
ACA
2
Abdiel Capital Advisors
New York
$235M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$7.48M
4
Norges Bank
4
Norges Bank
Norway
$3.54M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
126
Amalgamated Bank
New York
$56K -$177K -4,428 -76%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$54K +$1.79K +45 +3%
AF
128
Allworth Financial
California
$35K +$32.8K +820 +1,464%
BCWM
129
Bartlett & Co Wealth Management
Ohio
$30K – – –
NFSG
130
Newbridge Financial Services Group
Florida
$27.6K – – –
HFS
131
Hantz Financial Services
Michigan
$24K – – –
S
132
SignatureFD
Georgia
$23.5K – – –
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.7K -$799 -20 -4%
BWP
134
Baldwin Wealth Partners
Massachusetts
$20K -$59.9K -1,500 -75%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$19.1K +$1.08K +27 +6%
CCM
136
Chilton Capital Management
Texas
$18.1K – – –
NA
137
NewEdge Advisors
Louisiana
$18K – – –
VL
138
Vima LLC
Michigan
$14.4K -$936 -23 -6%
LF
139
LifeSteps Financial
California
$14.3K +$14.3K +359 New
SPIA
140
Steward Partners Investment Advisory
New York
$13.7K -$5.59K -140 -29%
KFP
141
Keener Financial Planning
Texas
$13K – – –
VWM
142
Venturi Wealth Management
Texas
$12.8K -$108K -2,700 -89%
Russell Investments Group
143
Russell Investments Group
United Kingdom
$11.3K +$7.47K +187 +197%
RA
144
Rise Advisors
New York
$11.2K -$2.4K -60 -18%
FCAS
145
First Command Advisory Services
Texas
$11.2K – – –
ATC
146
Adirondack Trust Company
New York
$11.2K – – –
HNB
147
Huntington National Bank
Ohio
$8.39K – – –
MCM
148
Manchester Capital Management
Vermont
$7.99K – – –
AWM
149
Abound Wealth Management
Tennessee
$7.99K – – –
CTWM
150
Cherry Tree Wealth Management
Minnesota
$7.99K – – –
4 5
6
7 8