211 hedge funds and large institutions have $1.44B invested in Appian in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
65
Reduced
60
Closed
25
Calls
$21.5M
Puts
$9.77M
Net Calls
+$11.7M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
151
Huntington National Bank
Ohio
$10K
AWM
152
Abound Wealth Management
Tennessee
$9.52K
CTWM
153
Cherry Tree Wealth Management
Minnesota
$9.52K +$9.52K +200 New
CSPIA
154
Cary Street Partners Investment Advisory
Virginia
$9.33K -$48 -1 -0.5%
TSWM
155
Tyler-Stone Wealth Management
Ohio
$9K +$9K +190 New
CCA
156
Column Capital Advisors
Indiana
$9K
SWM
157
Spire Wealth Management
Virginia
$8.81K -$3.09K -65 -26%
HIIFS
158
Harel Insurance Investments & Financial Services
Israel
$8K -$582 -12 -7%
NA
159
NewEdge Advisors
Louisiana
$7.14K
AIM
160
Anchor Investment Management
South Carolina
$7.14K
AA
161
Addison Advisors
Vermont
$7.14K
EWA
162
EverSource Wealth Advisors
Alabama
$6.9K -$1.43K -30 -17%
GWM
163
Geneos Wealth Management
Colorado
$6.28K +$5K +105 +389%
BWM
164
BerganKDV Wealth Management
Minnesota
$6.19K
GIA
165
GHP Investment Advisors
Colorado
$6K
CFGS
166
Concourse Financial Group Securities
Alabama
$5.95K -$143 -3 -2%
PA
167
Parallel Advisors
California
$5.81K -$4.38K -92 -43%
GRP
168
Global Retirement Partners
California
$5.09K -$381 -8 -7%
GWSG
169
GPS Wealth Strategies Group
Colorado
$5.05K +$5.05K +106 New
MTIC
170
Missouri Trust & Investment Company
Missouri
$5K
CCP
171
Carmel Capital Partners
California
$4.76K
TPCW
172
TD Private Client Wealth
New York
$4.76K +$4.76K +100 New
ODG
173
O'Dell Group
Ohio
$4.76K +$4.76K +100 New
TCM
174
Tradewinds Capital Management
Washington
$4.05K -$238 -5 -6%
LFG
175
Larson Financial Group
Missouri
$3.76K