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Appian
APPN

Overview Fund Activity

202 hedge funds and large institutions have $1.07B invested in Appian in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+12
Holders Change %
+6.32%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
60
Reduced
55
Closed
31
Calls
$8.38M
Puts
$5.14M
Net Calls
+$3.25M
Net Calls Change
+$1.16M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$12.4M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$7.18M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$4.92M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.64M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.8M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$36.1M
3
HAM
3
Harber Asset Management
North Carolina
$7.67M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
AACP
5
Advantage Alpha Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
176
Comerica Bank
Texas
$1.65K +$1.65K +50 New
FMB
177
Field & Main Bank
Kentucky
$1.65K – – –
PWMG
178
Private Wealth Management Group
New Jersey
$1.62K – – –
SCM
179
Sterling Capital Management
North Carolina
$1.39K – – –
RIL
180
Rothschild Investment LLC
Illinois
$1.32K – – –
SWM
181
Spire Wealth Management
Virginia
$1.32K – – –
BBHC
182
Brown Brothers Harriman & Co
New York
$1.32K +$1.32K +40 New
C
183
Covestor
United Kingdom
$1K +$545 +12 +120%
GIA
184
GHP Investment Advisors
Colorado
$825 -$3.3K -100 -80%
CA
185
Clearstead Advisors
Ohio
$759 +$759 +23 New
DSC
186
Duncker Streett & Co
Missouri
$693 – – –
PS
187
Principal Securities
Iowa
$660 – – –
RCM
188
Raleigh Capital Management
North Carolina
$660 +$660 +20 New
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$660 +$660 +20 New
CA
190
CoreCap Advisors
Michigan
$528 +$528 +16 New
S
191
SignatureFD
Georgia
$330 -$16.5K -500 -98%
AF
192
Advisornet Financial
Minnesota
$330 – – –
IA
193
IFP Advisors
Florida
$330 +$33 +1 +11%
CWA
194
Carolina Wealth Advisors
South Carolina
$330 +$330 +10 New
HNB
195
Huntington National Bank
Ohio
$297 -$6.93K -210 -96%
SAM
196
Smartleaf Asset Management
Massachusetts
$262 -$426 -13 -62%
GEA
197
Glen Eagle Advisors
New Jersey
$231 – – –
LFA
198
Legend Financial Advisors
Pennsylvania
$231 – – –
MPWT
199
MassMutual Private Wealth & Trust
Connecticut
$165 – – –
TWC
200
TD Waterhouse Canada
Ontario, Canada
$132 – – –
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