APPN icon

Appian
APPN

Overview Fund Activity

202 hedge funds and large institutions have $1.07B invested in Appian in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+12
Holders Change %
+6.32%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
60
Reduced
55
Closed
31
Calls
$8.38M
Puts
$5.14M
Net Calls
+$3.25M
Net Calls Change
+$1.16M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$12.4M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$7.18M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$4.92M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.64M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.8M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$36.1M
3
HAM
3
Harber Asset Management
North Carolina
$7.67M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
AACP
5
Advantage Alpha Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
151
GAMMA Investing
California
$7.32K -$1.75K -53 -19%
MCM
152
Manchester Capital Management
Vermont
$6.6K – – –
AWM
153
Abound Wealth Management
Tennessee
$6.6K – – –
HT
154
Headlands Technologies
Illinois
$6.46K -$25.7K -780 -80%
HWM
155
Hemington Wealth Management
Virginia
$6K – – –
LC
156
Lindbrook Capital
California
$4.78K – – –
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$4.49K -$2.37K -72 -35%
MSG
158
Main Street Group
Virginia
$4.32K – – –
AWM
159
Avior Wealth Management
Nebraska
$4.16K +$4.16K +126 New
PAS
160
Point72 Asia (Singapore)
Singapore
$3.81K +$3.81K +116 New
DRP
161
Decker Retirement Planning
Utah
$3.69K +$3.69K +112 New
TAM
162
Tucker Asset Management
Colorado
$3.63K – – –
GWSG
163
GPS Wealth Strategies Group
Colorado
$3.5K – – –
MTIC
164
Missouri Trust & Investment Company
Missouri
$3.46K – – –
AWM
165
Activest Wealth Management
Florida
$3.41K – – –
RA
166
Rise Advisors
New York
$3.2K -$3.76K -114 -54%
PA
167
Parallel Advisors
California
$3.1K +$561 +17 +22%
LFG
168
Larson Financial Group
Missouri
$2.61K – – –
GSWM
169
Golden State Wealth Management
California
$2.57K +$2.57K +78 New
HI
170
Harbour Investments
Wisconsin
$2.38K +$495 +15 +26%
EWA
171
EverSource Wealth Advisors
Alabama
$2.24K -$462 -14 -17%
CFO
172
CVA Family Office
Colorado
$2.14K – – –
DWM
173
Dogwood Wealth Management
Kansas
$1.98K +$1.98K +60 New
NSIM
174
North Star Investment Management
Illinois
$1.78K – – –
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$1.74K – – –
5 6
7
8 9