237 hedge funds and large institutions have $1.23B invested in Appian in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-6
Holders Change %
-2.47%
% of All Funds
4.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
56
Reduced
79
Closed
31
Calls
$30M
Puts
$17.1M
Net Calls
+$12.9M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$52K +$3.85K +80 +8%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$41K
Macquarie Group
153
Macquarie Group
Australia
$40K -$5.87K -44 -13%
GWM
154
Geneos Wealth Management
Colorado
$34K -$1.02K -25 -3%
SPIA
155
Steward Partners Investment Advisory
New York
$33K
BC
156
Bartlett & Co
Ohio
$31K
BCWM
157
Bartlett & Co Wealth Management
Ohio
$30.6K
S
158
SignatureFD
Georgia
$30K +$4.8K +118 +19%
SSB
159
Sandy Spring Bank
Maryland
$26K +$5.98K +150 +30%
KTC
160
Kistler-Tiffany Companies
Pennsylvania
$25K
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.4K
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$23K +$14K +344 +155%
RA
163
Rise Advisors
New York
$22K
TFA
164
Toth Financial Advisory
Virginia
$21K -$819 -20 -4%
PFBT
165
Parkside Financial Bank & Trust
Missouri
$20K
EWA
166
EverSource Wealth Advisors
Alabama
$19K -$676 -17 -3%
HWMA
167
Heritage Wealth Management (Arizona)
Arizona
$17K -$5.84K -144 -26%
AIP
168
Almanack Investment Partners
Pennsylvania
$17K +$17K +415 New
TF
169
Tompkins Financial
New York
$16K
HFS
170
Hantz Financial Services
Michigan
$16K
TWA
171
TCI Wealth Advisors
Arizona
$16K +$1.58K +39 +11%
CCM
172
Covington Capital Management
California
$13K +$12K +300 +1,200%
WFA
173
Wipfli Financial Advisors
Wisconsin
$13K +$13K +316 New
WWM
174
Wagner Wealth Management
South Carolina
$11K
CFD
175
Creative Financial Designs
Indiana
$11K