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Appian
APPN

Overview Fund Activity

205 hedge funds and large institutions have $1.16B invested in Appian in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-9
Holders Change %
-4.21%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
55
Reduced
58
Closed
47
Calls
$26.9M
Puts
$9.38M
Net Calls
+$17.5M
Net Calls Change
-$1.42M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$203M
2
SRFM
2
Shannon River Fund Management
New York
$14.8M
3
Canada Life
3
Canada Life
Manitoba, Canada
$18.9M
4
HAM
4
Harber Asset Management
North Carolina
$11.9M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$6.49M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$8.42M
2
ACA
2
Abdiel Capital Advisors
New York
$235M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$7.48M
4
Norges Bank
4
Norges Bank
Norway
$3.54M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
176
EverSource Wealth Advisors
Alabama
$2.21K -$2.51K -67 -53%
NSIM
177
North Star Investment Management
Illinois
$2.16K – – –
ME
178
McIlrath & Eck
Washington
$2K – – –
FMB
179
Field & Main Bank
Kentucky
$2K – – –
SWM
180
Spire Wealth Management
Virginia
$1.6K -$1.8K -45 -53%
First Manhattan
181
First Manhattan
New York
$1.56K – – –
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$1.45K – – –
TSMHT
183
Thurston Springer Miller Herd & Titak
Indiana
$1.2K +$1.2K +30 New
AW
184
Avion Wealth
Texas
$1K +$1K +14 New
DSC
185
Duncker Streett & Co
Missouri
$839 – – –
GI
186
GAMMA Investing
California
$839 +$120 +3 +17%
IGWM
187
ICA Group Wealth Management
Colorado
$799 -$1.8K -45 -69%
1832 Asset Management
188
1832 Asset Management
Ontario, Canada
$799 – – –
PS
189
Principal Securities
Iowa
$799 +$799 +20 New
Toronto Dominion Bank
190
Toronto Dominion Bank
Ontario, Canada
$679 – – –
TRCT
191
Tower Research Capital (TRC)
New York
$599 -$282K -7,056 -100%
GWM
192
Geneos Wealth Management
Colorado
$599 -$4.67K -117 -89%
MFG
193
Mendota Financial Group
Wisconsin
$520 – – –
FGAM
194
Financial Gravity Asset Management
Texas
$425 +$425 +11 New
AF
195
Advisornet Financial
Minnesota
$400 – – –
CHA
196
Carmichael Hill & Associates
Maryland
$400 – – –
IA
197
IFP Advisors
Florida
$360 -$2K -50 -85%
AWM
198
Avior Wealth Management
Nebraska
$319 +$319 +8 New
FIM
199
Fernwood Investment Management
Massachusetts
$280 +$280 +7 New
NRG
200
Nemes Rush Group
Michigan
$240 +$240 +6 New
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