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PLAN

Anaplan, Inc.

Delisted

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

274 hedge funds and large institutions have $8.55B invested in Anaplan, Inc. in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $178M | Put options by funds: $51M

44% more capital invested

Capital invested by funds: $5.94B → $8.55B (+$2.62B)

25% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 52

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

5% more funds holding

Funds holding: 261274 (+13)

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
5.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
65
Increased
96
Reduced
84
Closed
52
Calls
$178M
Puts
$51M
Net Calls
+$127M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
226
Maverick Capital
Texas
$183K -$185K -3,592 -55%
MIM
227
MetLife Investment Management
New Jersey
$178K +$146K +2,840 New
EWA
228
Evolution Wealth Advisors
Florida
$159K +$131K +2,538 New
Parallax Volatility Advisers
229
Parallax Volatility Advisers
California
$154K +$107K +2,069 +539%
EMFAT
230
Emerald Mutual Fund Advisers Trust
Pennsylvania
$140K -$57.6K -1,117 -33%
US Bancorp
231
US Bancorp
Minnesota
$137K +$14.2K +275 +14%
TRCT
232
Tower Research Capital (TRC)
New York
$110K -$523K -10,141 -85%
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$85K +$13.3K +258 +23%
PA
234
Parallel Advisors
California
$69K
NFSG
235
Newbridge Financial Services Group
Florida
$59K +$48.5K +941 New
Acadian Asset Management
236
Acadian Asset Management
Massachusetts
$53K +$43.7K +848 New
GWMIA
237
Global Wealth Management Investment Advisory
Florida
$41K -$37.3K -723 -52%
CIA
238
CSat Investment Advisory
Michigan
$33K +$3.3K +64 +14%
ASN
239
Advisory Services Network
Georgia
$32K +$26.7K +518 New
APA
240
American Portfolios Advisors
New York
$26.3K
SIAS
241
Shine Investment Advisory Services
Colorado
$25K
PCG
242
Private Capital Group
Connecticut
$25K +$1.6K +31 +8%
WAM
243
Wolverine Asset Management
Illinois
$24K -$60.6K -1,176 -75%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$19K
GRP
245
Global Retirement Partners
California
$17K
Millennium Management
246
Millennium Management
New York
$15.8K +$3.56M +69,172 +38%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$14K +$928 +18 +9%
MLFP
248
MPS Loria Financial Planners
Illinois
$13K
RMC
249
Resources Management Corp
Connecticut
$13K
PAM
250
Panagora Asset Management
Massachusetts
$12K -$258 -5 -3%

PLAN Hedge Fund Activity: Q3 2020 in Review

274 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2020, worth a combined $8.55B — up 44% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PLAN positions and 52 closed out — a net gain of 13 holders — while 96 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $189M. The largest seller was Viking Global Investors, exiting entirely with an estimated $260M sold.

  • 274 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2020, up from 261 in Q2 2020.
  • Funds reported $8.55B of Anaplan, Inc. stock for Q3 2020, up 44% quarter-over-quarter.
  • 65 funds opened new Anaplan, Inc. positions in Q3 2020 and 52 closed out, a net change of +13 holders.
  • The largest Anaplan, Inc. buyer in Q3 2020 was JP Morgan Chase, an estimated $189M added.
  • The largest Anaplan, Inc. seller in Q3 2020 was Viking Global Investors, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2020.