202 hedge funds and large institutions have $1.39B invested in Appian in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-9
Holders Change %
-4.27%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
58
Reduced
57
Closed
28
Calls
$19.7M
Puts
$7.72M
Net Calls
+$11.9M
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
151
Column Capital Advisors
Indiana
$8.62K
HIIFS
152
Harel Insurance Investments & Financial Services
Israel
$7K -$649 -14 -8%
NA
153
NewEdge Advisors
Louisiana
$6.84K
AA
154
Addison Advisors
Vermont
$6.84K
SWM
155
Spire Wealth Management
Virginia
$6.16K -$2.28K -50 -27%
GWM
156
Geneos Wealth Management
Colorado
$6.02K
OCM
157
Orion Capital Management
California
$6.02K +$6.02K +132 New
CFD
158
Creative Financial Designs
Indiana
$5.93K -$5.93K -130 -50%
CFGS
159
Concourse Financial Group Securities
Alabama
$5.7K
EWA
160
EverSource Wealth Advisors
Alabama
$5.38K -$1.23K -27 -19%
GIA
161
GHP Investment Advisors
Colorado
$5.16K
GWSG
162
GPS Wealth Strategies Group
Colorado
$4.84K
MTIC
163
Missouri Trust & Investment Company
Missouri
$4.79K
GRP
164
Global Retirement Partners
California
$4.64K
CCP
165
Carmel Capital Partners
California
$4.56K
TCM
166
Tradewinds Capital Management
Washington
$3.88K
HIA
167
Harbor Investment Advisory
Maryland
$3.65K +$3.65K +80 New
LFG
168
Larson Financial Group
Missouri
$3.6K
HWP
169
Hibernia Wealth Partners
Louisiana
$3.42K +$3.42K +75 New
JWA
170
JFS Wealth Advisors
Pennsylvania
$3.15K
AF
171
Allworth Financial
California
$3.1K +$137 +3 +5%
HI
172
Harbour Investments
Wisconsin
$3.06K
PA
173
Parallel Advisors
California
$3.01K -$2.55K -56 -46%
NS
174
NBC Securities
Alabama
$3K +$3K +74 New
VCM
175
Versant Capital Management
Arizona
$2.92K