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PLAN

Anaplan, Inc.

Delisted

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

313 hedge funds and large institutions have $8.3B invested in Anaplan, Inc. in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 94 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more capital invested

Capital invested by funds: $7.09B → $8.3B (+$1.21B)

12% more call options, than puts

Call options by funds: $160M | Put options by funds: $143M

11% more funds holding

Funds holding: 282313 (+31)

18% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 115

Holders
313
Holders Change
+31
Holders Change %
+10.99%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
66
Increased
94
Reduced
115
Closed
32
Calls
$160M
Puts
$143M
Net Calls
+$17.3M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CQS
226
Credential Qtrade Securities
$415K +$406K +6,823 New
SCA
227
Spearhead Capital Advisors
Florida
$414K -$1.67K -28 -0.4%
SW
228
SteelPeak Wealth
California
$408K
GG
229
Golden Green
South Carolina
$376K -$584K -9,813 -61%
MGIA
230
Moneta Group Investment Advisors
Missouri
$359K +$298 +5 +0.1%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$356K +$348K +5,840 New
CIBC Asset Management
232
CIBC Asset Management
Ontario, Canada
$351K +$31.7K +532 +10%
AI
233
Atom Investors
Texas
$323K +$315K +5,299 New
SC
234
Shay Capital
New York
$321K +$314K +5,275 New
PCM
235
Prelude Capital Management
New York
$320K -$786K -13,198 -72%
SAS
236
Stelac Advisory Services
New York
$315K -$264K -4,435 -46%
Franklin Resources
237
Franklin Resources
California
$315K +$308K +5,170 New
BFM
238
Boothbay Fund Management
New York
$306K -$91.9K -1,543 -23%
FRM
239
Fox Run Management
Connecticut
$306K -$44.2K -743 -13%
ASN
240
Advisory Services Network
Georgia
$282K +$2.86K +48 +1%
VF
241
Virtu Financial
New York
$275K +$269K +4,519 New
Prudential Financial
242
Prudential Financial
New Jersey
$272K -$14.9K -250 -5%
SOADOR
243
State of Alaska Department of Revenue
Alaska
$263K -$343K -5,756 -57%
QP
244
Quilter Plc
United Kingdom
$257K
Creative Planning
245
Creative Planning
Kansas
$254K +$248K +4,166 New
TRCT
246
Tower Research Capital (TRC)
New York
$252K -$397K -6,667 -62%
IRF
247
IBM Retirement Fund
New York
$241K
Los Angeles Capital Management
248
Los Angeles Capital Management
California
$232K -$4.99M -83,781 -96%
TCM
249
Teza Capital Management
Illinois
$232K -$1.8M -30,176 -89%
Acadian Asset Management
250
Acadian Asset Management
Massachusetts
$231K +$227K +3,810 New

PLAN Hedge Fund Activity: Q3 2021 in Review

313 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2021, worth a combined $8.3B — up 17% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PLAN positions and 32 closed out — a net gain of 34 holders — while 94 added to existing stakes and 115 trimmed.

The largest buyer was Eminence Capital, opening a new position worth an estimated $161M. The largest seller was Fidelity Investments, cutting an estimated $137M.

  • 313 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2021, up from 282 in Q2 2021.
  • Funds reported $8.3B of Anaplan, Inc. stock for Q3 2021, up 17% quarter-over-quarter.
  • 66 funds opened new Anaplan, Inc. positions in Q3 2021 and 32 closed out, a net change of +34 holders.
  • The largest Anaplan, Inc. buyer in Q3 2021 was Eminence Capital, an estimated $161M added.
  • The largest Anaplan, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2021.