202 hedge funds and large institutions have $1.39B invested in Appian in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-9
Holders Change %
-4.27%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
58
Reduced
57
Closed
28
Calls
$19.7M
Puts
$7.72M
Net Calls
+$11.9M
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
176
Activest Wealth Management
Florida
$2.92K
IA
177
IFP Advisors
Florida
$2.69K -$228 -5 -8%
AWA
178
Authentikos Wealth Advisory
California
$2.51K +$2.51K +55 New
NSIM
179
North Star Investment Management
Illinois
$2.46K
GI
180
Gradient Investments
Minnesota
$2.28K
FMB
181
Field & Main Bank
Kentucky
$2.28K
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$2K
Legacy Financial Group (Iowa)
183
Legacy Financial Group (Iowa)
Iowa
$1.82K +$1.82K +40 New
BFEC
184
Benjamin F. Edwards & Company
Missouri
$1K
BAAM
185
Baker Avenue Asset Management
California
$958
DSC
186
Duncker Streett & Co
Missouri
$958
SIC
187
Salem Investment Counselors
North Carolina
$913 -$1.14K -25 -56%
Toronto Dominion Bank
188
Toronto Dominion Bank
Ontario, Canada
$776
SCA
189
Stonebridge Capital Advisors
Minnesota
$547
TC
190
Truvestments Capital
Florida
$547
SS
191
Sunbelt Securities
Texas
$502 -$411 -9 -45%
CHA
192
Carmichael Hill & Associates
Maryland
$457
AF
193
Advisornet Financial
Minnesota
$456
QCG
194
Quadrant Capital Group
Ohio
$411
DWA
195
Delos Wealth Advisors
Texas
$244
AP
196
Atwood & Palmer
Missouri
$229 +$229 +5 New
IFAM
197
Institutional & Family Asset Management
Colorado
$228
YAL
198
Your Advocates Ltd
Texas
$228 +$228 +5 New
LC
199
Lindbrook Capital
California
$182 -$228 -5 -56%
BC
200
Barrett & Company
Rhode Island
$182