APPN icon

Appian
APPN

Overview Fund Activity

214 hedge funds and large institutions have $1.14B invested in Appian in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+12
Holders Change %
+5.94%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
55
Increased
54
Reduced
58
Closed
41
Calls
$24.7M
Puts
$5.8M
Net Calls
+$18.9M
Net Calls Change
+$6.99M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$49M
2
Morgan Stanley
Morgan Stanley
New York
$35.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$49.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$16.6M
5
HRCM
Hawk Ridge Capital Management
California
$70M

Top Sellers

1
ACA
Abdiel Capital Advisors
New York
$249M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
GIM
Granahan Investment Management
Massachusetts
$0
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$62.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
201
1832 Asset Management
Ontario, Canada
$753 +$753 +20 New
Toronto Dominion Bank
202
Toronto Dominion Bank
Ontario, Canada
$641 – – –
GI
203
GAMMA Investing
California
$587 +$587 +18 New
MFG
204
Mendota Financial Group
Wisconsin
$490 +$490 +13 New
TC
205
Truvestments Capital
Florida
$452 – – –
SS
206
Sunbelt Securities
Texas
$414 – – –
AF
207
Advisornet Financial
Minnesota
$377 – – –
CHA
208
Carmichael Hill & Associates
Maryland
$377 – – –
DWA
209
Delos Wealth Advisors
Texas
$189 – – –
IFAM
210
Institutional & Family Asset Management
Colorado
$188 – – –
RFG
211
REAP Financial Group
Texas
$188 +$188 +5 New
BC
212
Barrett & Company
Rhode Island
$151 – – –
GWS
213
Glassman Wealth Services
Virginia
$113 – – –
Lord, Abbett & Co
214
Lord, Abbett & Co
New Jersey
– -$14.9M -326,337 Closed
GIM
215
Granahan Investment Management
Massachusetts
– -$9.1M -199,486 Closed
Balyasny Asset Management
216
Balyasny Asset Management
Illinois
– -$3.54M -77,654 Closed
PP
217
PDT Partners
New York
– -$1.48M -32,352 Closed
OQS
218
Occudo Quantitative Strategies
Florida
– -$1.44M -31,561 Closed
JF
219
Jump Financial
Illinois
– -$1.13M -24,874 Closed
DFCM
220
Dark Forest Capital Management
Puerto Rico
– -$1.01M -22,159 Closed
PL
221
Parkwood LLC
Ohio
– -$1M -21,926 Closed
GCM
222
Graham Capital Management
Connecticut
– -$560K -12,283 Closed
MNBTD
223
Moody National Bank Trust Division
Texas
– -$401K -8,798 Closed
RC
224
Roundview Capital
New Jersey
– -$284K -6,220 Closed
RG
225
Rathbones Group
United Kingdom
– -$283K -6,213 Closed
7 8
9
10 11