320 hedge funds and large institutions have $3.74B invested in Appian in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 106 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+21
Holders Change %
+7.02%
% of All Funds
5.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
63
Increased
106
Reduced
103
Closed
38
Calls
$115M
Puts
$115M
Net Calls
-$362K
Net Calls Change
+$86.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$261K -$665 -5 -0.3%
GWSG
202
GPS Wealth Strategies Group
Colorado
$260K +$4.77K +36 +2%
CAM
203
Cresset Asset Management
Illinois
$259K +$29.7K +222 +13%
CCM
204
Cribstone Capital Management
Maine
$239K
WJA
205
Willis Johnson & Associates
Texas
$233K
GAM
206
Gotham Asset Management
New York
$231K -$827K -6,230 -78%
CPA
207
Clear Perspective Advisors
Illinois
$224K -$12K -90 -5%
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$221K -$39.9K -300 -15%
CAS
209
Cascadia Advisory Services
Oregon
$219K +$219K +1,646 New
PA
210
Parallel Advisors
California
$218K +$128K +963 +142%
GCP
211
GSA Capital Partners
United Kingdom
$218K +$218K +1,640 New
TCWM
212
Total Clarity Wealth Management
Illinois
$217K -$652K -4,910 -75%
KAS
213
Kestra Advisory Services
Texas
$216K -$167K -1,255 -44%
ECM
214
ExodusPoint Capital Management
New York
$214K -$360K -2,702 -63%
AFA
215
Arlington Financial Advisors
California
$213K
MIM
216
Montgomery Investment Management
Maryland
$213K
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$212K -$41K -309 -16%
CIM
218
CIM Investment Management
Pennsylvania
$207K +$207K +1,557 New
AC
219
Abbrea Capital
California
$206K -$65.1K -490 -24%
CCP
220
Cardan Capital Partners
Colorado
$205K -$39.9K -300 -16%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$204K -$50.6K -381 -20%
LA
222
LexAurum Advisors
Kansas
$200K
XT
223
XTX Topco
Cayman Islands
$200K +$200K +1,505 New
AF
224
Advisornet Financial
Minnesota
$187K +$26.6K +200 +17%
AAMU
225
Amundi Asset Management US
Massachusetts
$186K