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Appian
APPN

Overview Fund Activity

202 hedge funds and large institutions have $1.07B invested in Appian in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+12
Holders Change %
+6.32%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
60
Reduced
55
Closed
31
Calls
$8.38M
Puts
$5.14M
Net Calls
+$3.25M
Net Calls Change
+$1.16M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$12.4M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$7.18M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$4.92M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.64M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.8M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$36.1M
3
HAM
3
Harber Asset Management
North Carolina
$7.67M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
AACP
5
Advantage Alpha Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$68K -$58.8K -1,784 -46%
Osaic Holdings
127
Osaic Holdings
Arizona
$51.8K -$74.6K -2,261 -59%
AB
128
Amalgamated Bank
New York
$46K – – –
PHK
129
Point72 Hong Kong
Hong Kong
$35K +$35K +1,062 New
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$33K -$17.3K -521 -34%
BCWM
131
Bartlett & Co Wealth Management
Ohio
$24.7K – – –
TRCT
132
Tower Research Capital (TRC)
New York
$22.6K -$123K -3,716 -84%
SPIA
133
Steward Partners Investment Advisory
New York
$20.5K +$16.2K +492 +378%
RS
134
R Squared
Hong Kong
$20.1K +$20.1K +610 New
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$20K +$1.98K +60 +11%
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17K – – –
Jones Financial Companies
137
Jones Financial Companies
Missouri
$15K +$11.2K +341 +299%
MCM
138
MAI Capital Management
Ohio
$13.3K +$13.3K +404 New
SS
139
SBI Securities
Japan
$12.9K +$12.9K +391 New
AF
140
Allworth Financial
California
$12.6K +$10.2K +312 +439%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$11.6K +$4.22K +128 +57%
NA
142
NewEdge Advisors
Louisiana
$11.5K -$3.3K -100 -22%
VCM
143
Versant Capital Management
Arizona
$11.3K +$9.56K +290 +558%
BOJHT
144
Bank of Jackson Hole Trust
Wyoming
$11.1K +$11.1K +336 New
CCM
145
Chilton Capital Management
Texas
$10.6K – – –
VWM
146
Venturi Wealth Management
Texas
$10.6K -$5.01K -152 -32%
KFP
147
Keener Financial Planning
Texas
$10K – – –
CBT
148
Crews Bank & Trust
Florida
$9.89K +$9.89K +300 New
ATC
149
Adirondack Trust Company
New York
$9.23K – – –
QL
150
Quarry LP
New York
$7.98K +$6.83K +207 +591%
4 5
6
7 8