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PLAN

Anaplan, Inc.

Delisted

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

327 hedge funds and large institutions have $9.89B invested in Anaplan, Inc. in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 127 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 30

94% more call options, than puts

Call options by funds: $147M | Put options by funds: $75.8M

41% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 90

19% more funds holding

Funds holding: 274327 (+53)

16% more capital invested

Capital invested by funds: $8.55B → $9.89B (+$1.33B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
327
Holders Change
+53
Holders Change %
+19.34%
% of All Funds
5.79%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
85
Increased
127
Reduced
90
Closed
30
Calls
$147M
Puts
$75.8M
Net Calls
+$71.1M
Net Calls Change
-$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
226
ProShare Advisors
Maryland
$489K +$45.8K +705 +12%
DA
227
Duality Advisers
Florida
$431K +$390K +5,996 New
BG
228
Berry Group
Massachusetts
$424K
QSS
229
Quantitative Systematic Strategies
Florida
$422K +$381K +5,867 New
SW
230
SteelPeak Wealth
California
$410K
TC
231
Truvestments Capital
Florida
$404K +$36.5K +562 +11%
DTL
232
Dynamic Technology Lab
Singapore
$393K +$355K +5,464 New
Holocene Advisors
233
Holocene Advisors
New York
$392K -$130M -1,994,543 -100%
TFCP
234
Twin Focus Capital Partners
Massachusetts
$385K +$348K +5,354 New
HSBC Holdings
235
HSBC Holdings
United Kingdom
$377K +$340K +5,233 New
ACM
236
AlphaCrest Capital Management
New York
$372K +$337K +5,180 New
TMAM
237
Tokio Marine Asset Management
Japan
$370K +$35.4K +545 +12%
WTC
238
WhitTier Trust Company
Nevada
$360K -$39.8K -612 -11%
BOTOTLSJU
239
Board of Trustees of The Leland Stanford Junior University
California
$360K
LCS
240
Levin Capital Strategies
New York
$359K -$780K -12,000 -71%
ASN
241
Advisory Services Network
Georgia
$352K +$285K +4,376 +845%
IRF
242
IBM Retirement Fund
New York
$349K +$40.4K +622 +15%
Prudential Financial
243
Prudential Financial
New Jersey
$346K -$9.75K -150 -3%
SCA
244
Spearhead Capital Advisors
Florida
$346K +$7.74K +119 +3%
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$345K
AC
246
Athanor Capital
New York
$336K +$304K +4,681 New
JMPWA
247
JP Morgan Private Wealth Advisors
California
$335K -$6.44K -99 -2%
QP
248
Quilter Plc
United Kingdom
$334K +$33.2K +511 +12%
TFA
249
Toth Financial Advisory
Virginia
$331K +$299K +4,600 New
WCM
250
Weld Capital Management
New York
$325K -$487K -7,491 -62%

PLAN Hedge Fund Activity: Q4 2020 in Review

327 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q4 2020, worth a combined $9.89B — up 16% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PLAN positions and 30 closed out — a net gain of 55 holders — while 127 added to existing stakes and 90 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $372M. The largest seller was Tiger Global Management, cutting an estimated $359M.

  • 327 institutional investors held Anaplan, Inc. (PLAN) as of Q4 2020, up from 274 in Q3 2020.
  • Funds reported $9.89B of Anaplan, Inc. stock for Q4 2020, up 16% quarter-over-quarter.
  • 85 funds opened new Anaplan, Inc. positions in Q4 2020 and 30 closed out, a net change of +55 holders.
  • The largest Anaplan, Inc. buyer in Q4 2020 was Morgan Stanley, an estimated $372M added.
  • The largest Anaplan, Inc. seller in Q4 2020 was Tiger Global Management, an estimated $359M sold.

Based on aggregated 13F filings for Q4 2020.