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Appian
APPN

Overview Fund Activity

211 hedge funds and large institutions have $1.44B invested in Appian in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
65
Reduced
60
Closed
25
Calls
$21.5M
Puts
$9.77M
Net Calls
+$11.7M
Net Calls Change
+$2.48M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$89.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$210M
3
Millennium Management
3
Millennium Management
New York
$13.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$23M
5
BlackRock
5
BlackRock
New York
$140M

Top Sellers

1
HRCM
1
Hawk Ridge Capital Management
California
$70.1M
2
Norges Bank
2
Norges Bank
Norway
$2.41M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
AACP
4
Advantage Alpha Capital Partners
California
$5.92M
5
Goldman Sachs
5
Goldman Sachs
New York
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
176
JFS Wealth Advisors
Pennsylvania
$3.29K – – –
HI
177
Harbour Investments
Wisconsin
$3.19K – – –
AF
178
Allworth Financial
California
$3.09K – – –
IGWM
179
ICA Group Wealth Management
Colorado
$3.09K +$952 +20 +44%
CFO
180
CVA Family Office
Colorado
$3.09K +$1.95K +41 +171%
IA
181
IFP Advisors
Florida
$3.05K +$2.38K +50 +357%
VCM
182
Versant Capital Management
Arizona
$3.05K +$2.81K +59 +1,180%
CWP
183
Concord Wealth Partners
Virginia
$2.62K – – –
NSIM
184
North Star Investment Management
Illinois
$2.57K -$11.9K -250 -82%
GI
185
Gradient Investments
Minnesota
$2.38K – – –
NC
186
NewSquare Capital
Pennsylvania
$2.38K +$2.38K +50 New
FMB
187
Field & Main Bank
Kentucky
$2.38K – – –
SIC
188
Salem Investment Counselors
North Carolina
$2.14K +$1.19K +25 +125%
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$2.14K -$1.76K -37 -45%
VF
190
VitalStone Financial
Texas
$1K -$1.72K -31 -63%
DSC
191
Duncker Streett & Co
Missouri
$1K – – –
BFEC
192
Benjamin F. Edwards & Company
Missouri
$1K – – –
BAAM
193
Baker Avenue Asset Management
California
$1K – – –
Toronto Dominion Bank
194
Toronto Dominion Bank
Ontario, Canada
$1K – – –
SS
195
Sunbelt Securities
Texas
$952 -$95 -2 -9%
BWA
196
BDO Wealth Advisors
Florida
$952 +$952 +20 New
GWSA
197
Global Wealth Strategies & Associates
Colorado
$904 – – –
SCA
198
Stonebridge Capital Advisors
Minnesota
$571 – – –
TC
199
Truvestments Capital
Florida
$571 – – –
FGAM
200
Financial Gravity Asset Management
Texas
$491 +$491 +48 New
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8
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