281 hedge funds and large institutions have $3.8B invested in Appian in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 104 increasing their positions, 76 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-39
Holders Change %
-12.19%
% of All Funds
4.91%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
104
Reduced
76
Closed
74
Calls
$183M
Puts
$151M
Net Calls
+$32.8M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
176
Concorde Asset Management
Michigan
$258K -$146K -1,064 -36%
RIA
177
Regal Investment Advisors
Michigan
$257K +$257K +1,869 New
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$255K +$35.4K +257 +16%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$248K -$22.5K -163 -8%
CCM
180
Cribstone Capital Management
Maine
$248K
TCWM
181
Total Clarity Wealth Management
Illinois
$236K +$10.4K +75 +5%
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$229K
CAS
183
Cascadia Advisory Services
Oregon
$227K
LA
184
LexAurum Advisors
Kansas
$226K +$18.9K +137 +9%
MIM
185
Montgomery Investment Management
Maryland
$220K
AFA
186
Arlington Financial Advisors
California
$220K
CIM
187
CIM Investment Management
Pennsylvania
$214K
PPP
188
Private Portfolio Partners
New Jersey
$210K +$210K +1,523 New
SIM
189
Sonora Investment Management
Arizona
$200K +$6.9K +50 +4%
Amundi
190
Amundi
France
$193K +$193K +1,400 New
BFEC
191
Benjamin F. Edwards & Company
Missouri
$177K -$34.4K -250 -16%
SWM
192
Spire Wealth Management
Virginia
$173K -$8.97K -65 -5%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$171K +$68.7K +500 +67%
AF
194
Advisornet Financial
Minnesota
$166K -$27.5K -200 -14%
TRCT
195
Tower Research Capital (TRC)
New York
$161K -$315K -2,281 -66%
PA
196
Parallel Advisors
California
$160K -$65.8K -478 -29%
FGAM
197
Financial Gravity Asset Management
Texas
$138K +$138K +10 New
HWMA
198
Heritage Wealth Management (Arizona)
Arizona
$135K -$206K -1,490 -60%
Toronto Dominion Bank
199
Toronto Dominion Bank
Ontario, Canada
$132K +$132K +960 New
GWM
200
Geneos Wealth Management
Colorado
$126K -$3.47K -26 -3%