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Appian
APPN

Overview Fund Activity

205 hedge funds and large institutions have $1.16B invested in Appian in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-9
Holders Change %
-4.21%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
55
Reduced
58
Closed
47
Calls
$26.9M
Puts
$9.38M
Net Calls
+$17.5M
Net Calls Change
-$1.42M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$203M
2
SRFM
2
Shannon River Fund Management
New York
$14.8M
3
Canada Life
3
Canada Life
Manitoba, Canada
$18.9M
4
HAM
4
Harber Asset Management
North Carolina
$11.9M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$6.49M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$8.42M
2
ACA
2
Abdiel Capital Advisors
New York
$235M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$7.48M
4
Norges Bank
4
Norges Bank
Norway
$3.54M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
151
Tyler-Stone Wealth Management
Ohio
$7.59K – – –
CAM
152
Creekmur Asset Management
Illinois
$6.39K – – –
QL
153
Quarry LP
New York
$5.99K +$5.99K +150 New
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$5.71K -$8.63K -216 -60%
Comerica Bank
155
Comerica Bank
Texas
$5.67K +$5.67K +142 New
CTA
156
Colonial Trust Advisors
South Carolina
$5.39K +$5.39K +135 New
OCM
157
Orion Capital Management
California
$5.27K – – –
CFD
158
Creative Financial Designs
Indiana
$5.19K – – –
GIA
159
GHP Investment Advisors
Colorado
$4.99K – – –
CFGS
160
Concourse Financial Group Securities
Alabama
$4.99K – – –
MSG
161
Main Street Group
Virginia
$4.95K – – –
TAM
162
Tucker Asset Management
Colorado
$4.4K – – –
GWSG
163
GPS Wealth Strategies Group
Colorado
$4.24K – – –
MTIC
164
Missouri Trust & Investment Company
Missouri
$4.2K – – –
GRP
165
Global Retirement Partners
California
$4.16K -$280 -7 -6%
AWM
166
Activest Wealth Management
Florida
$4.13K – – –
TCM
167
Tradewinds Capital Management
Washington
$3.4K – – –
VCM
168
Versant Capital Management
Arizona
$3.36K -$439 -11 -12%
LFG
169
Larson Financial Group
Missouri
$3.16K – – –
PA
170
Parallel Advisors
California
$3.08K -$639 -16 -17%
TCG
171
Transcendent Capital Group
Oklahoma
$3K – – –
Jones Financial Companies
172
Jones Financial Companies
Missouri
$2.8K +$2.8K +70 New
JWA
173
JFS Wealth Advisors
Pennsylvania
$2.76K – – –
CFO
174
CVA Family Office
Colorado
$2.6K -$7.99K -200 -75%
HI
175
Harbour Investments
Wisconsin
$2.28K -$399 -10 -15%
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