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Appian
APPN

Overview Fund Activity

190 hedge funds and large institutions have $1.16B invested in Appian in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
45
Reduced
63
Closed
37
Calls
$8.04M
Puts
$5.95M
Net Calls
+$2.09M
Net Calls Change
+$15.1M

Top Buyers

1
ACA
1
Abdiel Capital Advisors
New York
$347M
2
LECM
2
Lead Edge Capital Management
New York
$49.3M
3
Millennium Management
3
Millennium Management
New York
$6.77M
4
TI
4
Trexquant Investment
Connecticut
$5.13M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$3.42M

Top Sellers

1
HRCM
1
Hawk Ridge Capital Management
California
$0
2
SRFM
2
Shannon River Fund Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$104M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.26M
5
ECP
5
Empyrean Capital Partners
California
$819K
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
151
Tucker Asset Management
Colorado
$3.76K – – –
GWSG
152
GPS Wealth Strategies Group
Colorado
$3.62K – – –
MTIC
153
Missouri Trust & Investment Company
Missouri
$3.59K – – –
AWM
154
Activest Wealth Management
Florida
$3.53K – – –
TCM
155
Tradewinds Capital Management
Washington
$2.9K – – –
EWA
156
EverSource Wealth Advisors
Alabama
$2.8K -$580 -17 -17%
CPA
157
Capital Performance Advisors
California
$2.73K +$2.73K +80 New
LFG
158
Larson Financial Group
Missouri
$2.7K – – –
PA
159
Parallel Advisors
California
$2.63K – – –
AF
160
Allworth Financial
California
$2.42K – – –
JWA
161
JFS Wealth Advisors
Pennsylvania
$2.36K – – –
CFO
162
CVA Family Office
Colorado
$2.22K – – –
HI
163
Harbour Investments
Wisconsin
$1.95K – – –
NSIM
164
North Star Investment Management
Illinois
$1.84K – – –
VCM
165
Versant Capital Management
Arizona
$1.78K +$1.78K +52 New
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$1.71K – – –
FMB
167
Field & Main Bank
Kentucky
$1.71K – – –
PWMG
168
Private Wealth Management Group
New Jersey
$1.67K – – –
SCM
169
Sterling Capital Management
North Carolina
$1.43K +$1.43K +42 New
SWM
170
Spire Wealth Management
Virginia
$1.37K – – –
RIL
171
Rothschild Investment LLC
Illinois
$1.37K +$1.03K +30 +300%
QL
172
Quarry LP
New York
$1.2K +$1.2K +35 New
Bessemer Group
173
Bessemer Group
New Jersey
$1K +$1K +35 New
SAM
174
Smartleaf Asset Management
Massachusetts
$733 +$593 +17 +425%
DSC
175
Duncker Streett & Co
Missouri
$717 – – –
5 6
7
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