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Appian
APPN

Overview Fund Activity

211 hedge funds and large institutions have $1.44B invested in Appian in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
65
Reduced
60
Closed
25
Calls
$21.5M
Puts
$9.77M
Net Calls
+$11.7M
Net Calls Change
+$2.48M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$89.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$210M
3
Millennium Management
3
Millennium Management
New York
$13.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$23M
5
BlackRock
5
BlackRock
New York
$140M

Top Sellers

1
HRCM
1
Hawk Ridge Capital Management
California
$70.1M
2
Norges Bank
2
Norges Bank
Norway
$2.41M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
AACP
4
Advantage Alpha Capital Partners
California
$5.92M
5
Goldman Sachs
5
Goldman Sachs
New York
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Advisornet Financial
Minnesota
$476 – – –
CHA
202
Carmichael Hill & Associates
Maryland
$476 – – –
QCG
203
Quadrant Capital Group
Ohio
$429 – – –
LC
204
Lindbrook Capital
California
$428 – – –
IFAM
205
Institutional & Family Asset Management
Colorado
$238 – – –
DWA
206
Delos Wealth Advisors
Texas
$238 – – –
BC
207
Barrett & Company
Rhode Island
$190 – – –
GWS
208
Glassman Wealth Services
Virginia
$143 – – –
GWMIA
209
Global Wealth Management Investment Advisory
Florida
$48 +$48 +1 New
Renaissance Technologies
210
Renaissance Technologies
New York
– -$2.25M -50,600 Closed
Holocene Advisors
211
Holocene Advisors
New York
– -$1.33M -29,928 Closed
ILCM
212
Ivy Lane Capital Management
Florida
– -$941K -21,200 Closed
PP
213
PDT Partners
New York
– -$776K -17,489 Closed
PI
214
Putnam Investments
Massachusetts
– -$368K -8,294 Closed
Thrivent Financial for Lutherans
215
Thrivent Financial for Lutherans
Minnesota
– -$349K -7,867 Closed
DA
216
Duality Advisers
Florida
– -$341K -7,694 Closed
JFG
217
Jefferies Financial Group
New York
– -$292K -6,575 Closed
XT
218
XTX Topco
Cayman Islands
– -$258K -5,804 Closed
CP
219
CenterBook Partners
Connecticut
– -$246K -5,553 Closed
VI
220
Versor Investments
New York
– -$240K -5,400 Closed
LCM
221
Lattice Capital Management
Washington
– -$217K -4,900 Closed
ASN
222
Advisory Services Network
Georgia
– -$70.3K -1,584 Closed
QL
223
Quarry LP
New York
– -$26.9K -607 Closed
SO
224
STRS Ohio
Ohio
– -$13K -300 Closed
AAS
225
Ameritas Advisory Services
Nebraska
– -$8.88K -231 Closed
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