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Appian
APPN

Overview Fund Activity

212 hedge funds and large institutions have $915M invested in Appian in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-25
Holders Change %
-10.55%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
59
Reduced
66
Closed
51
Calls
$25.4M
Puts
$11.5M
Net Calls
+$13.9M
Net Calls Change
+$987K

Top Buyers

1
HRCM
1
Hawk Ridge Capital Management
California
$56.6M
2
ACA
2
Abdiel Capital Advisors
New York
$287M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$13.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$15.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$51M
2
SAM
2
Silvercrest Asset Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$595K
4
WP
4
Woodline Partners
California
$745K
5
PCM
5
Prelude Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$3K -$37.5K -1,000 -93%
MTIC
177
Missouri Trust & Investment Company
Missouri
$3K – – –
TCM
178
Tradewinds Capital Management
Washington
$2.77K – – –
HI
179
Harbour Investments
Wisconsin
$2.31K – – –
JWA
180
JFS Wealth Advisors
Pennsylvania
$2.25K -$5.93K -182 -73%
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$2.18K – – –
AF
182
Allworth Financial
California
$2.12K -$130 -4 -6%
AWM
183
Activest Wealth Management
Florida
$2.08K – – –
CWP
184
Concord Wealth Partners
Virginia
$1.79K +$1.79K +55 New
GI
185
Gradient Investments
Minnesota
$1.63K – – –
GWSA
186
Global Wealth Strategies & Associates
Colorado
$1.63K +$1.63K +50 New
RBC
187
Romano Brothers & Co
Illinois
$1.63K +$1.63K +50 New
FMB
188
Field & Main Bank
Kentucky
$1.63K – – –
IGWM
189
ICA Group Wealth Management
Colorado
$1.47K +$1.47K +45 New
USCWA
190
U.S. Capital Wealth Advisors
Texas
$1.14K +$1.14K +35 New
BTI
191
Blue Trust Inc
Georgia
$1K – – –
Toronto Dominion Bank
192
Toronto Dominion Bank
Ontario, Canada
$1K – – –
VF
193
VitalStone Financial
Texas
$1K +$1K +18 New
GWS
194
Glassman Wealth Services
Virginia
$847 +$847 +26 New
CFO
195
CVA Family Office
Colorado
$781 – – –
DSC
196
Duncker Streett & Co
Missouri
$684 – – –
AF
197
Advisornet Financial
Minnesota
$684 +$98 +3 +17%
BAAM
198
Baker Avenue Asset Management
California
$684 +$684 +21 New
SIC
199
Salem Investment Counselors
North Carolina
$651 – – –
BIA
200
Bell Investment Advisors
California
$423 +$65 +2 +18%
6 7
8
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