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Appian
APPN

Overview Fund Activity

193 hedge funds and large institutions have $1.01B invested in Appian in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-12
Holders Change %
-5.85%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
58
Reduced
47
Closed
48
Calls
$12.4M
Puts
$25.4M
Net Calls
-$13M
Net Calls Change
-$30.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
LECM
2
Lead Edge Capital Management
New York
$35.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$15.8M
4
ECP
4
Empyrean Capital Partners
California
$7.72M
5
EP
5
Edgestream Partners
New Jersey
$4.66M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$224K
2
First Trust Advisors
2
First Trust Advisors
Illinois
$34.5M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$44.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
176
Innealta Capital
Texas
$586 +$586 +19 New
GWM
177
Geneos Wealth Management
Colorado
$555 +$92 +3 +20%
Toronto Dominion Bank
178
Toronto Dominion Bank
Ontario, Canada
$525 – – –
GI
179
GAMMA Investing
California
$432 -$216 -7 -33%
MFG
180
Mendota Financial Group
Wisconsin
$402 – – –
AF
181
Advisornet Financial
Minnesota
$309 – – –
CHA
182
Carmichael Hill & Associates
Maryland
$309 – – –
RIL
183
Rothschild Investment LLC
Illinois
$309 +$155 +5 +100%
IA
184
IFP Advisors
Florida
$278 – – –
TWP
185
Triad Wealth Partners
Kansas
$216 +$216 +7 New
LFA
186
Legend Financial Advisors
Pennsylvania
$216 +$216 +7 New
DWA
187
Delos Wealth Advisors
Texas
$155 – – –
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$154 +$154 +5 New
TWC
189
TD Waterhouse Canada
Ontario, Canada
$123 +$123 +4 New
SAM
190
Smartleaf Asset Management
Massachusetts
$122 +$122 +4 New
GRP
191
Global Retirement Partners
California
$62 -$3.16K -102 -98%
TFM
192
TFC Financial Management
Massachusetts
$31 +$31 +1 New
Citadel Advisors
193
Citadel Advisors
Florida
– -$8.42M -210,709 Closed
TI
194
Trexquant Investment
Connecticut
– -$4.97M -124,325 Closed
RC
195
Roubaix Capital
Colorado
– -$3.34M -83,592 Closed
Squarepoint
196
Squarepoint
New York
– -$2.29M -57,223 Closed
BHCM
197
Boulder Hill Capital Management
New York
– -$1.68M -42,000 Closed
Millennium Management
198
Millennium Management
New York
– -$1.17M -29,320 Closed
ECM
199
ExodusPoint Capital Management
New York
– -$1.11M -27,814 Closed
Two Sigma Advisers
200
Two Sigma Advisers
New York
– -$961K -24,052 Closed
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