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PLAN

Anaplan, Inc.

Delisted

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

261 hedge funds and large institutions have $5.94B invested in Anaplan, Inc. in 2020 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 102 increasing their positions, 59 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $92.3M | Put options by funds: $29.3M

73% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 59

69% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 45

62% more capital invested

Capital invested by funds: $3.67B → $5.94B (+$2.27B)

13% more funds holding

Funds holding: 230261 (+31)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
261
Holders Change
+31
Holders Change %
+13.48%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
76
Increased
102
Reduced
59
Closed
45
Calls
$92.3M
Puts
$29.3M
Net Calls
+$63.1M
Net Calls Change
+$42M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
226
FORA Capital
Florida
$86K +$79.4K +1,897 New
WAM
227
Wolverine Asset Management
Illinois
$70K +$65.5K +1,564 New
GWMIA
228
Global Wealth Management Investment Advisory
Florida
$63K +$43K +1,028 +290%
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$58K +$8.16K +195 +21%
PA
230
Parallel Advisors
California
$50K -$33.2K -792 -42%
FAM
231
Fred Alger Management
New York
$26K
EWM
232
Edge Wealth Management
New York
$23K
CIA
233
CSat Investment Advisory
Michigan
$21K +$19.3K +462 New
APA
234
American Portfolios Advisors
New York
$19K +$9.21K +220 +110%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$19K
SIAS
236
Shine Investment Advisory Services
Colorado
$18K +$5.61K +134 +52%
Parallax Volatility Advisers
237
Parallax Volatility Advisers
California
$17K -$85.6K -2,045 -84%
PCG
238
Private Capital Group
Connecticut
$17K +$1.72K +41 +13%
GRP
239
Global Retirement Partners
California
$12K
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$10K -$712 -17 -8%
HFM
241
Harvest Fund Management
China
$10K
PAM
242
Panagora Asset Management
Massachusetts
$9K -$978K -23,357 -99%
RMC
243
Resources Management Corp
Connecticut
$9K
MLFP
244
MPS Loria Financial Planners
Illinois
$9K +$8.37K +200 New
IF
245
Ironwood Financial
Arizona
$8K
PFGIA
246
Patriot Financial Group Insurance Agency
Massachusetts
$6K
TWA
247
TCI Wealth Advisors
Arizona
$6K +$1.21K +29 +28%
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.89K
AIM
249
Arcadia Investment Management
Michigan
$5K
WCG
250
Weaver Consulting Group
California
$5K

PLAN Hedge Fund Activity: Q2 2020 in Review

261 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q2 2020, worth a combined $5.94B — up 62% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PLAN positions and 45 closed out — a net gain of 31 holders — while 102 added to existing stakes and 59 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $236M. The largest seller was JP Morgan Chase, cutting an estimated $115M.

  • 261 institutional investors held Anaplan, Inc. (PLAN) as of Q2 2020, up from 230 in Q1 2020.
  • Funds reported $5.94B of Anaplan, Inc. stock for Q2 2020, up 62% quarter-over-quarter.
  • 76 funds opened new Anaplan, Inc. positions in Q2 2020 and 45 closed out, a net change of +31 holders.
  • The largest Anaplan, Inc. buyer in Q2 2020 was Viking Global Investors, an estimated $236M added.
  • The largest Anaplan, Inc. seller in Q2 2020 was JP Morgan Chase, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2020.