Anaplan, Inc.
PLAN
PLAN was delisted on the 21st of June, 2022.
212 hedge funds and large institutions have $4.45B invested in Anaplan, Inc. in 2019 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 48 closing their positions.
255% more call options, than puts
Call options by funds: $164M | Put options by funds: $46M
22% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 60
17% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 48
6% more capital invested
Capital invested by funds: $4.18B → $4.45B (+$270M)
4% more funds holding
Funds holding: 204 → 212 (+8)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$209M |
| 2 |
DCP
D1 Capital Partners
New York
|
+$179M |
| 3 |
BlackRock
New York
|
+$111M |
| 4 |
MCM
Melvin Capital Management
New York
|
+$87.2M |
| 5 |
PCM
Palestra Capital Management
New York
|
+$82.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Holocene Advisors
New York
|
-$88.7M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$74.2M |
| 3 |
HCM
Hitchwood Capital Management
New York
|
-$65.1M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$50.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$44.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIM
251
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$106K | -2,100 | Closed |
|
|
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$61.6K | -1,220 | Closed |
|
|
PHK
253
Point72 Hong Kong
Hong Kong
| – | -$54K | -1,061 | Closed |
|
|
QT
254
Quantamental Technologies
White Plains,
New York
| – | -$43K | -850 | Closed |
|
255
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$13K | -250 | Closed |
|
|
CCA
256
Catalyst Capital Advisors
Huntington,
New York
| – | -$12K | -230 | Closed |
|
|
MIM
257
Macroview Investment Management
Bethesda,
Maryland
| – | -$4K | -81 | Closed |
|
258
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1K | -11 | Closed |
|
|
MWA
259
Marshall Wace Asia
Central,
Hong Kong
| – | +$109 | +2 | New |
|
PLAN Hedge Fund Activity: Q3 2019 in Review
212 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2019, worth a combined $4.45B — up 6.5% from $4.18B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new PLAN positions and 48 closed out — a net gain of 8 holders — while 73 added to existing stakes and 60 trimmed.
The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $209M. The largest seller was Holocene Advisors, exiting entirely with an estimated $88.7M sold.
- 212 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2019, up from 204 in Q2 2019.
- Funds reported $4.45B of Anaplan, Inc. stock for Q3 2019, up 6.5% quarter-over-quarter.
- 56 funds opened new Anaplan, Inc. positions in Q3 2019 and 48 closed out, a net change of +8 holders.
- The largest Anaplan, Inc. buyer in Q3 2019 was Whale Rock Capital Management, an estimated $209M added.
- The largest Anaplan, Inc. seller in Q3 2019 was Holocene Advisors, an estimated $88.7M sold.
Based on aggregated 13F filings for Q3 2019.