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Appian
APPN

Overview Fund Activity

214 hedge funds and large institutions have $1.14B invested in Appian in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+12
Holders Change %
+5.94%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
55
Increased
54
Reduced
58
Closed
41
Calls
$24.7M
Puts
$5.8M
Net Calls
+$18.9M
Net Calls Change
+$6.99M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$49M
2
Morgan Stanley
Morgan Stanley
New York
$35.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$49.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$16.6M
5
HRCM
Hawk Ridge Capital Management
California
$70M

Top Sellers

1
ACA
Abdiel Capital Advisors
New York
$249M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
GIM
Granahan Investment Management
Massachusetts
$0
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$62.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
151
Keener Financial Planning
Texas
$12K +$12K +314 New
FCAS
152
First Command Advisory Services
Texas
$10.5K – – –
CFO
153
CVA Family Office
Colorado
$9.98K +$9.98K +265 New
ATC
154
Adirondack Trust Company
New York
$9.76K – – –
HNB
155
Huntington National Bank
Ohio
$7.91K – – –
MCM
156
Manchester Capital Management
Vermont
$7.53K -$377 -10 -5%
CTWM
157
Cherry Tree Wealth Management
Minnesota
$7.53K – – –
AWM
158
Abound Wealth Management
Tennessee
$7.53K – – –
TSWM
159
Tyler-Stone Wealth Management
Ohio
$7.16K – – –
CAM
160
Creekmur Asset Management
Illinois
$6.03K +$6.03K +160 New
RIM
161
Rockbridge Investment Management
New York
$5.27K +$5.27K +140 New
OCM
162
Orion Capital Management
California
$4.97K – – –
GWM
163
Geneos Wealth Management
Colorado
$4.97K – – –
MSG
164
Main Street Group
Virginia
$4.93K +$4.93K +131 New
CFD
165
Creative Financial Designs
Indiana
$4.9K – – –
EWA
166
EverSource Wealth Advisors
Alabama
$4.75K +$301 +8 +7%
GIA
167
GHP Investment Advisors
Colorado
$4.71K – – –
CFGS
168
Concourse Financial Group Securities
Alabama
$4.71K – – –
BCMLT
169
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.56K +$4.56K +100 New
TAM
170
Tucker Asset Management
Colorado
$4.14K +$4.14K +110 New
GWSG
171
GPS Wealth Strategies Group
Colorado
$3.99K – – –
MTIC
172
Missouri Trust & Investment Company
Missouri
$3.95K – – –
AWM
173
Activest Wealth Management
Florida
$3.89K +$1.47K +39 +61%
GG
174
Greenwood Gearhart
Arkansas
$3.77K +$3.77K +100 New
ODG
175
O'Dell Group
Ohio
$3.77K +$3.77K +100 New
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