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Appian
APPN

Overview Fund Activity

193 hedge funds and large institutions have $1.01B invested in Appian in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-12
Holders Change %
-5.85%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
58
Reduced
47
Closed
48
Calls
$12.4M
Puts
$25.4M
Net Calls
-$13M
Net Calls Change
-$30.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
LECM
2
Lead Edge Capital Management
New York
$35.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$15.8M
4
ECP
4
Empyrean Capital Partners
California
$7.72M
5
EP
5
Edgestream Partners
New Jersey
$4.66M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$224K
2
First Trust Advisors
2
First Trust Advisors
Illinois
$34.5M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$44.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$13.9K – – –
Russell Investments Group
127
Russell Investments Group
United Kingdom
$11.2K +$2.53K +82 +29%
NFSG
128
Newbridge Financial Services Group
Florida
$10.8K -$10.5K -340 -49%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$10.6K +$8.39K +272 +389%
VWM
130
Venturi Wealth Management
Texas
$9.91K – – –
KFP
131
Keener Financial Planning
Texas
$9K – – –
FCAS
132
First Command Advisory Services
Texas
$8.64K – – –
ATC
133
Adirondack Trust Company
New York
$8.64K – – –
RA
134
Rise Advisors
New York
$8.05K -$617 -20 -7%
MG
135
Mather Group
Illinois
$7.67K +$7.67K +192 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$7.41K -$49.8K -1,615 -87%
SPIA
137
Steward Partners Investment Advisory
New York
$7.25K -$3.3K -107 -31%
HNB
138
Huntington National Bank
Ohio
$6.76K +$278 +9 +4%
MCM
139
Manchester Capital Management
Vermont
$6.17K – – –
AWM
140
Abound Wealth Management
Tennessee
$6.17K – – –
HFS
141
Hantz Financial Services
Michigan
$6K -$11.9K -400 -66%
TSWM
142
Tyler-Stone Wealth Management
Ohio
$5.86K – – –
CAM
143
Creekmur Asset Management
Illinois
$4.94K – – –
LC
144
Lindbrook Capital
California
$4.66K +$4.66K +151 New
CTA
145
Colonial Trust Advisors
South Carolina
$4.17K – – –
MSG
146
Main Street Group
Virginia
$4.03K – – –
CFD
147
Creative Financial Designs
Indiana
$4.01K – – –
GIA
148
GHP Investment Advisors
Colorado
$3.86K – – –
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$3.86K -$555 -18 -13%
CFGS
150
Concourse Financial Group Securities
Alabama
$3.86K – – –
4 5
6
7 8