190 hedge funds and large institutions have $1.16B invested in Appian in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
45
Reduced
63
Closed
37
Calls
$8.04M
Puts
$5.95M
Net Calls
+$2.09M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
126
Baldwin Wealth Partners
Massachusetts
$17.1K
VWM
127
Venturi Wealth Management
Texas
$16.1K +$5.19K +152 +47%
NA
128
NewEdge Advisors
Louisiana
$15.4K
CCM
129
Chilton Capital Management
Texas
$11K -$4.47K -131 -29%
BTI
130
Blue Trust Inc
Georgia
$10.3K +$9.1K +295 +738%
KFP
131
Keener Financial Planning
Texas
$10K
Russell Investments Group
132
Russell Investments Group
United Kingdom
$9.59K -$2.83K -83 -23%
ATC
133
Adirondack Trust Company
New York
$9.56K
GI
134
GAMMA Investing
California
$9.39K +$8.91K +261 +1,864%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$7.68K -$512 -15 -6%
HNB
136
Huntington National Bank
Ohio
$7.48K
RA
137
Rise Advisors
New York
$7.2K -$1.71K -50 -19%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$7.1K +$2.83K +83 +66%
MCM
139
Manchester Capital Management
Vermont
$6.83K
AWM
140
Abound Wealth Management
Tennessee
$6.83K
BFPW
141
BOK Financial Private Wealth
Colorado
$6.83K +$6.83K +200 New
HWM
142
Hemington Wealth Management
Virginia
$6K +$6K +190 New
NFSG
143
Newbridge Financial Services Group
Florida
$5.12K -$6.83K -200 -57%
LC
144
Lindbrook Capital
California
$4.95K -$205 -6 -4%
CTA
145
Colonial Trust Advisors
South Carolina
$4.61K
MSG
146
Main Street Group
Virginia
$4.47K
SPIA
147
Steward Partners Investment Advisory
New York
$4.44K -$3.59K -105 -45%
CFD
148
Creative Financial Designs
Indiana
$4.44K
GIA
149
GHP Investment Advisors
Colorado
$4.27K
Jones Financial Companies
150
Jones Financial Companies
Missouri
$3.98K -$7.97K -228 -67%