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Appian
APPN

Overview Fund Activity

299 hedge funds and large institutions have $4.84B invested in Appian in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+85
Holders Change %
+39.72%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
114
Increased
86
Reduced
67
Closed
29
Calls
$157M
Puts
$243M
Net Calls
-$86.6M
Net Calls Change
-$90.7M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$180M
2
Morgan Stanley
2
Morgan Stanley
New York
$346M
3
AAM
3
Anglepoint Asset Management
Cayman Islands
$77.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$70.8M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$996M

Top Sellers

1
ACA
1
Abdiel Capital Advisors
New York
$994M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$227K
3
First Trust Advisors
3
First Trust Advisors
Illinois
$109M
4
SP
4
StackLine Partners
New York
$13.1M
5
AC
5
Athanor Capital
New York
$3.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$370K – – –
TRCT
177
Tower Research Capital (TRC)
New York
$368K -$3.99M -24,640 -92%
SWP
178
Stratos Wealth Partners
Ohio
$360K +$360K +2,219 New
SPIO
179
Seven Post Investment Office
California
$357K +$357K +2,200 New
AWM
180
AE Wealth Management
Kansas
$351K +$351K +2,168 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$336K – – –
BRWA
182
B. Riley Wealth Advisors
Florida
$333K +$333K +2,050 New
AC
183
Abbrea Capital
California
$331K +$331K +2,040 New
C
184
Certuity
Florida
$330K +$330K +2,033 New
GWS
185
Glassman Wealth Services
Virginia
$324K – – –
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$319K +$48.2K +297 +18%
PAG
187
Private Advisor Group
New Jersey
$319K +$319K +1,969 New
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$318K +$318K +1,962 New
GWSG
189
GPS Wealth Strategies Group
Colorado
$312K +$312K +1,925 New
BFEC
190
Benjamin F. Edwards & Company
Missouri
$311K +$152K +937 +96%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$309K +$309K +1,905 New
Victory Capital Management
192
Victory Capital Management
Texas
$304K +$304K +1,878 New
RIA
193
Regal Investment Advisors
Michigan
$303K +$303K +1,869 New
GT
194
Glenmede Trust
Pennsylvania
$299K -$6.29K -39 -2%
CCP
195
Cardan Capital Partners
Colorado
$298K +$298K +1,840 New
CCM
196
Cribstone Capital Management
Maine
$292K +$292K +1,800 New
CPA
197
Clear Perspective Advisors
Illinois
$288K +$288K +1,775 New
PFS
198
Prospera Financial Services
Texas
$287K -$304K -1,880 -51%
WJA
199
Willis Johnson & Associates
Texas
$284K +$284K +1,751 New
SPC
200
Sigma Planning Corp
Michigan
$282K +$282K +1,742 New
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