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Appian
APPN

Overview Fund Activity

320 hedge funds and large institutions have $3.74B invested in Appian in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 106 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+21
Holders Change %
+7.02%
% of All Funds
5.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
63
Increased
106
Reduced
103
Closed
38
Calls
$115M
Puts
$115M
Net Calls
-$362K
Net Calls Change
+$86.2M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$50.5M
2
Norges Bank
2
Norges Bank
Norway
$41M
3
Millennium Management
3
Millennium Management
New York
$41.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$494M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$89.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$64.3M
2
ACA
2
Abdiel Capital Advisors
New York
$702M
3
FAM
3
Fred Alger Management
New York
$87.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$40.5M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$792M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
176
Prudential Financial
New Jersey
$353K +$21.3K +160 +6%
BRWA
177
B. Riley Wealth Advisors
Florida
$353K +$80.2K +603 +29%
CFO
178
Colony Family Offices
North Carolina
$350K +$350K +2,635 New
PAMU
179
Pictet Asset Management (UK)
United Kingdom
$346K +$26.6K +200 +8%
CIBC Asset Management
180
CIBC Asset Management
Ontario, Canada
$342K +$25K +188 +8%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$336K – – –
HI
182
Harbour Investments
Wisconsin
$334K +$334K +2,513 New
RE
183
RBC Europe
United Kingdom
$332K +$26.6K +200 +9%
HWMA
184
Heritage Wealth Management (Arizona)
Arizona
$328K +$328K +2,467 New
MA
185
Mutual Advisors
Nebraska
$327K – – –
Stifel Financial
186
Stifel Financial
Missouri
$307K +$95.1K +714 +45%
QP
187
Quilter Plc
United Kingdom
$305K -$18.6K -140 -6%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$303K – – –
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$302K -$32.3K -243 -10%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$301K -$3.19K -24 -1%
PCIA
191
Prime Capital Investment Advisors
Kansas
$297K +$137K +1,030 +85%
SPIO
192
Seven Post Investment Office
California
$292K – – –
AWM
193
AE Wealth Management
Kansas
$290K +$1.46K +11 +0.5%
FIM
194
Freedom Investment Management
Connecticut
$290K +$290K +2,182 New
CA
195
Cetera Advisors
Colorado
$286K -$43.3K -325 -13%
SPC
196
Sigma Planning Corp
Michigan
$279K +$47K +353 +20%
GAM
197
Griffin Asset Management
New York
$270K +$270K +2,029 New
PAG
198
Private Advisor Group
New Jersey
$266K +$4.39K +33 +2%
PFS
199
Prospera Financial Services
Texas
$266K +$29.9K +225 +13%
TWP
200
TFO Wealth Partners
Ohio
$266K +$266K +2,000 New
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8
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