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Appian
APPN

Overview Fund Activity

209 hedge funds and large institutions have $1.28B invested in Appian in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
61
Reduced
64
Closed
36
Calls
$19.7M
Puts
$10.5M
Net Calls
+$9.2M
Net Calls Change
-$4.65M

Top Buyers

1
ACA
1
Abdiel Capital Advisors
New York
$449M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$39.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$182M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.63M
5
HRCM
5
Hawk Ridge Capital Management
California
$82.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$245K
2
Morgan Stanley
2
Morgan Stanley
New York
$9.75M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
BlackRock
4
BlackRock
New York
$121M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Abound Wealth Management
Tennessee
$8.88K – – –
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$8.74K – – –
PP
153
Pacifica Partners
Canada
$8.4K +$8.4K +200 New
CCA
154
Column Capital Advisors
Indiana
$8.39K – – –
HIIFS
155
Harel Insurance Investments & Financial Services
Israel
$8K -$2.53K -56 -24%
EWA
156
EverSource Wealth Advisors
Alabama
$7.77K -$2.35K -53 -23%
NA
157
NewEdge Advisors
Louisiana
$6.66K -$10.1K -228 -60%
AIM
158
Anchor Investment Management
South Carolina
$6.66K – – –
AA
159
Addison Advisors
Vermont
$6.66K – – –
OCM
160
Orion Capital Management
California
$5.86K – – –
BWM
161
BerganKDV Wealth Management
Minnesota
$5.77K – – –
CFGS
162
Concourse Financial Group Securities
Alabama
$5.68K +$133 +3 +2%
GIA
163
GHP Investment Advisors
Colorado
$5.55K – – –
MTIC
164
Missouri Trust & Investment Company
Missouri
$4.66K – – –
FFA
165
Farther Finance Advisors
California
$4.44K -$488 -11 -10%
AWM
166
Avior Wealth Management
Nebraska
$4.44K – – –
CCP
167
Carmel Capital Partners
California
$4.44K +$4.44K +100 New
GRP
168
Global Retirement Partners
California
$4.05K +$3.8K +108 +1,543%
HGERS
169
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4K +100 New
TCM
170
Tradewinds Capital Management
Washington
$4K +$222 +5 +6%
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$3.64K +$665 +15 +22%
LFG
172
Larson Financial Group
Missouri
$3.51K -$2.75K -62 -44%
JWA
173
JFS Wealth Advisors
Pennsylvania
$3.06K – – –
VF
174
VitalStone Financial
Texas
$3K +$1.9K +31 +172%
HI
175
Harbour Investments
Wisconsin
$2.97K -$177 -4 -6%
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