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PLAN

Anaplan, Inc.

Delisted

PLAN was delisted on the 21st of June, 2022.

252 hedge funds and large institutions have $5.57B invested in Anaplan, Inc. in 2019 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $103M | Put options by funds: $40.5M

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

25% more capital invested

Capital invested by funds: $4.45B → $5.57B (+$1.12B)

19% more funds holding

Funds holding: 212252 (+40)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

Holders
252
Holders Change
+40
Holders Change %
+18.87%
% of All Funds
4.97%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
76
Increased
98
Reduced
64
Closed
30
Calls
$103M
Puts
$40.5M
Net Calls
+$62.6M
Net Calls Change
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
226
Harvest Fund Management
China
$72K
US Bancorp
227
US Bancorp
Minnesota
$28K +$3.97K +80 +18%
AIC
228
Archer Investment Corporation
Indiana
$26K
EWM
229
Edge Wealth Management
New York
$26K +$4.96K +100 +25%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$19K
PFBT
231
Parkside Financial Bank & Trust
Missouri
$18K +$4.96K +100 +42%
MAM
232
Meeder Asset Management
Ohio
$15K +$12.2K +246 +523%
OPS
233
Orion Portfolio Solutions
Nebraska
$15K +$14.5K +293 New
PCG
234
Private Capital Group
Connecticut
$14K -$23.2K -467 -62%
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3K +$11.7K +235 New
APA
236
American Portfolios Advisors
New York
$10.5K
RMC
237
Resources Management Corp
Connecticut
$10K
IF
238
Ironwood Financial
Arizona
$9K
SIAS
239
Shine Investment Advisory Services
Colorado
$9K +$8.09K +163 New
CFGS
240
Concourse Financial Group Securities
Alabama
$6K -$3.77K -76 -38%
AIL
241
AGF Investments LLC
Ontario, Canada
$6K +$5.66K +114 New
AIM
242
Arcadia Investment Management
Michigan
$5K
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$5K +$4.96K +100 New
AG
244
Advisor Group
Arizona
$4K -$27.8K -561 -90%
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$4K -$3.13K -63 -44%
MIM
246
Macroview Investment Management
Maryland
$3K +$3.23K +65 New
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$2K +$2.28K +46 New
LTFS
248
Ladenburg Thalmann Financial Services
Florida
$1K -$794 -16 -37%
APC
249
Aspire Private Capital
North Carolina
$1K
HI
250
Hudock Inc
Pennsylvania
$1K

PLAN Hedge Fund Activity: Q4 2019 in Review

252 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q4 2019, worth a combined $5.57B — up 25% from $4.45B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PLAN positions and 30 closed out — a net gain of 46 holders — while 98 added to existing stakes and 64 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $252M. The largest seller was Coatue Management, cutting an estimated $184M.

  • 252 institutional investors held Anaplan, Inc. (PLAN) as of Q4 2019, up from 212 in Q3 2019.
  • Funds reported $5.57B of Anaplan, Inc. stock for Q4 2019, up 25% quarter-over-quarter.
  • 76 funds opened new Anaplan, Inc. positions in Q4 2019 and 30 closed out, a net change of +46 holders.
  • The largest Anaplan, Inc. buyer in Q4 2019 was T. Rowe Price Associates, an estimated $252M added.
  • The largest Anaplan, Inc. seller in Q4 2019 was Coatue Management, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2019.