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Appian
APPN

Overview Fund Activity

193 hedge funds and large institutions have $1.01B invested in Appian in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-12
Holders Change %
-5.85%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
58
Reduced
47
Closed
48
Calls
$12.4M
Puts
$25.4M
Net Calls
-$13M
Net Calls Change
-$30.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
LECM
2
Lead Edge Capital Management
New York
$35.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$15.8M
4
ECP
4
Empyrean Capital Partners
California
$7.72M
5
EP
5
Edgestream Partners
New Jersey
$4.66M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$224K
2
First Trust Advisors
2
First Trust Advisors
Illinois
$34.5M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$44.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
151
EverSource Wealth Advisors
Alabama
$3.66K +$1.48K +40 +68%
ADL
152
Asset Dedication LLC
California
$3.46K +$3.46K +112 New
TAM
153
Tucker Asset Management
Colorado
$3.4K – – –
GWSG
154
GPS Wealth Strategies Group
Colorado
$3.27K – – –
MTIC
155
Missouri Trust & Investment Company
Missouri
$3.24K – – –
AWM
156
Activest Wealth Management
Florida
$3.19K – – –
TCM
157
Tradewinds Capital Management
Washington
$2.62K – – –
AF
158
Allworth Financial
California
$2.5K -$28.3K -805 -92%
LFG
159
Larson Financial Group
Missouri
$2.44K – – –
PA
160
Parallel Advisors
California
$2.38K – – –
OWA
161
Opal Wealth Advisors
New York
$2.32K +$2.32K +75 New
JWA
162
JFS Wealth Advisors
Pennsylvania
$2.13K – – –
CFO
163
CVA Family Office
Colorado
$2.01K – – –
HI
164
Harbour Investments
Wisconsin
$1.76K – – –
NSIM
165
North Star Investment Management
Illinois
$1.67K – – –
BTI
166
Blue Trust Inc
Georgia
$1.6K +$1.6K +40 New
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$1.59K -$2.11M -66,248 -100%
FMB
168
Field & Main Bank
Kentucky
$1.54K – – –
ME
169
McIlrath & Eck
Washington
$1.54K – – –
RWMG
170
Redwood Wealth Management Group
New Jersey
$1.54K +$1.54K +50 New
PWMG
171
Private Wealth Management Group
New Jersey
$1.51K +$1.51K +49 New
National Bank of Canada
172
National Bank of Canada
Quebec, Canada
$1.38K – – –
SWM
173
Spire Wealth Management
Virginia
$1.23K – – –
DSC
174
Duncker Streett & Co
Missouri
$648 – – –
PS
175
Principal Securities
Iowa
$617 – – –
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