APPN icon

Appian
APPN

Overview Fund Activity

209 hedge funds and large institutions have $1.28B invested in Appian in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
61
Reduced
64
Closed
36
Calls
$19.7M
Puts
$10.5M
Net Calls
+$9.2M
Net Calls Change
-$4.65M

Top Buyers

1
ACA
1
Abdiel Capital Advisors
New York
$449M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$39.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$182M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.63M
5
HRCM
5
Hawk Ridge Capital Management
California
$82.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$245K
2
Morgan Stanley
2
Morgan Stanley
New York
$9.75M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
BlackRock
4
BlackRock
New York
$121M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Allworth Financial
California
$2.89K – – –
AWM
177
Activest Wealth Management
Florida
$2.71K – – –
CWP
178
Concord Wealth Partners
Virginia
$2.44K – – –
GI
179
Gradient Investments
Minnesota
$2.22K – – –
FMB
180
Field & Main Bank
Kentucky
$2.22K – – –
IGWM
181
ICA Group Wealth Management
Colorado
$2K – – –
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$1.51K +$1.51K +34 New
GWM
183
Geneos Wealth Management
Colorado
$1.2K -$3.46K -78 -74%
CFO
184
CVA Family Office
Colorado
$1.07K – – –
BFEC
185
Benjamin F. Edwards & Company
Missouri
$1K – – –
Toronto Dominion Bank
186
Toronto Dominion Bank
Ontario, Canada
$1K +$59 +1 +6%
BAAM
187
Baker Avenue Asset Management
California
$932 – – –
DSC
188
Duncker Streett & Co
Missouri
$932 – – –
SS
189
Sunbelt Securities
Texas
$931 +$931 +22 New
SIC
190
Salem Investment Counselors
North Carolina
$888 – – –
GWSA
191
Global Wealth Strategies & Associates
Colorado
$843 -$1.38K -31 -62%
TWA
192
TCI Wealth Advisors
Arizona
$755 -$4K -90 -84%
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
$568 -$84 -1,886 -13%
TC
194
Truvestments Capital
Florida
$533 -$5.06K -114 -90%
SCA
195
Stonebridge Capital Advisors
Minnesota
$533 – – –
IA
196
IFP Advisors
Florida
$459 -$9.87K -301 -96%
AF
197
Advisornet Financial
Minnesota
$444 -$488 -11 -52%
CHA
198
Carmichael Hill & Associates
Maryland
$444 – – –
QCG
199
Quadrant Capital Group
Ohio
$400 +$400 +9 New
LC
200
Lindbrook Capital
California
$399 +$177 +4 +80%
6 7
8
9 10