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Appian
APPN

Overview Fund Activity

214 hedge funds and large institutions have $1.14B invested in Appian in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+12
Holders Change %
+5.94%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
55
Increased
54
Reduced
58
Closed
41
Calls
$24.7M
Puts
$5.8M
Net Calls
+$18.9M
Net Calls Change
+$6.99M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$49M
2
Morgan Stanley
Morgan Stanley
New York
$35.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$49.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$16.6M
5
HRCM
Hawk Ridge Capital Management
California
$70M

Top Sellers

1
ACA
Abdiel Capital Advisors
New York
$249M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
GIM
Granahan Investment Management
Massachusetts
$0
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$62.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
176
Global Retirement Partners
California
$3.66K +$132 +4 +4%
VCM
177
Versant Capital Management
Arizona
$3.58K +$1.17K +31 +48%
Russell Investments Group
178
Russell Investments Group
United Kingdom
$3.58K +$3.58K +95 New
PA
179
Parallel Advisors
California
$3.5K +$1.02K +27 +41%
TCM
180
Tradewinds Capital Management
Washington
$3.2K – – –
SA
181
Scarborough Advisors
Maryland
$3.2K +$3.2K +85 New
LFG
182
Larson Financial Group
Missouri
$2.98K – – –
TCG
183
Transcendent Capital Group
Oklahoma
$2.83K +$2.83K +75 New
SWM
184
Spire Wealth Management
Virginia
$2.74K -$1.61K -50 -37%
JWA
185
JFS Wealth Advisors
Pennsylvania
$2.6K – – –
HI
186
Harbour Investments
Wisconsin
$2.52K – – –
IGWM
187
ICA Group Wealth Management
Colorado
$2.45K +$2.45K +65 New
IA
188
IFP Advisors
Florida
$2.22K – – –
AF
189
Allworth Financial
California
$2.1K -$451 -12 -18%
NSIM
190
North Star Investment Management
Illinois
$2.03K – – –
NS
191
NBC Securities
Alabama
$2K – – –
ME
192
McIlrath & Eck
Washington
$1.88K +$1.88K +50 New
FMB
193
Field & Main Bank
Kentucky
$1.88K – – –
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
$1.58K – – –
First Manhattan
195
First Manhattan
New York
$1.47K +$1.47K +39 New
CSC
196
Caldwell Sutter Capital
California
$1.13K +$1.13K +30 New
BTI
197
Blue Trust Inc
Georgia
$1K +$1K +24 New
PWMG
198
Private Wealth Management Group
New Jersey
$942 +$942 +25 New
QCG
199
Quadrant Capital Group
Ohio
$867 +$528 +14 +156%
DSC
200
Duncker Streett & Co
Missouri
$791 – – –
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