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Appian
APPN

Overview Fund Activity

243 hedge funds and large institutions have $1.4B invested in Appian in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 91 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-25
Holders Change %
-9.33%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
50
Reduced
91
Closed
50
Calls
$43.9M
Puts
$23.5M
Net Calls
+$20.4M
Net Calls Change
+$14.6M

Top Buyers

1
ACA
1
Abdiel Capital Advisors
New York
$394M
2
WP
2
Woodline Partners
California
$5.86M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$6.58M
4
GIM
4
Granahan Investment Management
Massachusetts
$3.58M
5
Squarepoint
5
Squarepoint
New York
$3.37M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.29M
3
Millennium Management
3
Millennium Management
New York
$7.61M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$271M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$6.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$40K – – –
SPIA
152
Steward Partners Investment Advisory
New York
$39K -$2.19K -46 -5%
BC
153
Bartlett & Co
Ohio
$36K – – –
BCWM
154
Bartlett & Co Wealth Management
Ohio
$35.5K – – –
S
155
SignatureFD
Georgia
$29K -$4.82K -103 -14%
KTC
156
Kistler-Tiffany Companies
Pennsylvania
$29K – – –
LWP
157
Lumature Wealth Partners
Georgia
$28K – – –
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.1K -$947 -20 -3%
HWMA
159
Heritage Wealth Management (Arizona)
Arizona
$26.7K – – –
RA
160
Rise Advisors
New York
$25K -$474 -10 -2%
TFA
161
Toth Financial Advisory
Virginia
$25K +$844 +18 +3%
EWA
162
EverSource Wealth Advisors
Alabama
$24K -$4.66K -96 -16%
PFBT
163
Parkside Financial Bank & Trust
Missouri
$24K – – –
SSB
164
Sandy Spring Bank
Maryland
$24K +$4.78K +100 +25%
CCM
165
Chilton Capital Management
Texas
$21K +$21K +453 New
TF
166
Tompkins Financial
New York
$19K – – –
HFS
167
Hantz Financial Services
Michigan
$19K – – –
TWA
168
TCI Wealth Advisors
Arizona
$17K -$2.72K -57 -14%
Macquarie Group
169
Macquarie Group
Australia
$16K -$26.3K -565 -62%
CG
170
Cutler Group
California
$15K +$2.12K +46 +16%
SWM
171
Spire Wealth Management
Virginia
$14K -$21.9K -477 -61%
CFD
172
Creative Financial Designs
Indiana
$13K – – –
ATC
173
Adirondack Trust Company
New York
$13K – – –
JWA
174
JFS Wealth Advisors
Pennsylvania
$12K – – –
WWM
175
Wagner Wealth Management
South Carolina
$12K +$12K +260 New
5 6
7
8 9