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PLAN

Anaplan, Inc.

Delisted

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

304 hedge funds and large institutions have $7.27B invested in Anaplan, Inc. in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 104 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $30M

14% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 104

7% less funds holding

Funds holding: 327304 (-23)

26% less capital invested

Capital invested by funds: $9.89B → $7.27B (-$2.62B)

26% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 68

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
304
Holders Change
-23
Holders Change %
-7.03%
% of All Funds
5.34%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
50
Increased
119
Reduced
104
Closed
68
Calls
$76.8M
Puts
$30M
Net Calls
+$46.7M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
226
CIBC Asset Management
Ontario, Canada
$282K +$28.8K +427 +9%
Envestnet Asset Management
227
Envestnet Asset Management
Illinois
$277K +$132K +1,961 +61%
Rafferty Asset Management
228
Rafferty Asset Management
New York
$276K +$346K +5,132 New
ASN
229
Advisory Services Network
Georgia
$271K +$9.85K +146 +3%
BOTOTLSJU
230
Board of Trustees of The Leland Stanford Junior University
California
$270K
WTC
231
WhitTier Trust Company
Nevada
$267K -$3.31K -49 -1%
SF
232
Symphony Financial
Texas
$265K +$58.7K +871 +23%
Comerica Bank
233
Comerica Bank
Texas
$262K -$3.48M -51,553 -92%
Axa
234
Axa
France
$258K -$189K -2,800 -37%
Prudential Financial
235
Prudential Financial
New Jersey
$254K -$6.74K -100 -2%
IRF
236
IBM Retirement Fund
New York
$249K -$15.6K -231 -5%
Los Angeles Capital Management
237
Los Angeles Capital Management
California
$249K +$311K +4,615 New
CC
238
Centiva Capital
New York
$240K -$222K -3,292 -43%
Massachusetts Financial Services
239
Massachusetts Financial Services
Massachusetts
$230K +$288K +4,269 New
QP
240
Quilter Plc
United Kingdom
$227K -$29.3K -434 -9%
BC
241
Bridgefront Capital
Texas
$225K -$624K -9,257 -69%
PM
242
Parametrica Management
Hong Kong
$222K +$295K +4,377 New
LJAC
243
L.J. Altfest & Co
New York
$214K +$269K +3,983 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
244
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$210K -$8.9M -131,900 -97%
BCA
245
Berman Capital Advisors
Georgia
$192K +$241K +3,575 +89,375%
SOADOR
246
State of Alaska Department of Revenue
Alaska
$167K +$210K +3,115 New
SFS
247
Sowell Financial Services
Arkansas
$157K +$39.7K +588 +26%
EWA
248
Evolution Wealth Advisors
Florida
$136K +$37.2K +551 +28%
HI
249
Harbour Investments
Wisconsin
$126K +$158K +2,338 New
Asset Management One
250
Asset Management One
Japan
$124K

PLAN Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2021, worth a combined $7.27B — down 26% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PLAN and 50 opened new positions — a net loss of 18 holders — while 104 trimmed existing stakes and 119 added.

The largest buyer was Alkeon Capital Management, adding an estimated $176M. The largest seller was Coatue Management, cutting an estimated $198M.

  • 304 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2021, down from 327 in Q4 2020.
  • Funds reported $7.27B of Anaplan, Inc. stock for Q1 2021, down 26% quarter-over-quarter.
  • 50 funds opened new Anaplan, Inc. positions in Q1 2021 and 68 closed out, a net change of -18 holders.
  • The largest Anaplan, Inc. buyer in Q1 2021 was Alkeon Capital Management, an estimated $176M added.
  • The largest Anaplan, Inc. seller in Q1 2021 was Coatue Management, an estimated $198M sold.

Based on aggregated 13F filings for Q1 2021.