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PLAN

Anaplan, Inc.

Delisted

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

230 hedge funds and large institutions have $3.67B invested in Anaplan, Inc. in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 80 increasing their positions, 70 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $24.6M

14% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 70

9% less funds holding

Funds holding: 252230 (-22)

21% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 86

34% less capital invested

Capital invested by funds: $5.57B → $3.67B (-$1.91B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
230
Holders Change
-22
Holders Change %
-8.73%
% of All Funds
5.07%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.15%
New
68
Increased
80
Reduced
70
Closed
86
Calls
$45.7M
Puts
$24.6M
Net Calls
+$21.1M
Net Calls Change
-$41.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
251
Alight Capital Management
New York
-$4.72M -90,000 Closed
BC
252
Breakline Capital
New York
-$4.69M -89,505 Closed
SIM
253
Spark Investment Management
New York
-$4.1M -78,263 Closed
OCM
254
Osterweis Capital Management
California
-$3.9M -74,345 Closed
QT
255
Quantbot Technologies
New York
-$3.52M -67,150 Closed
Bank of Nova Scotia
256
Bank of Nova Scotia
Ontario, Canada
-$3.44M -65,647 Closed
AIM
257
Artemis Investment Management
United Kingdom
-$3.31M -64,698 Closed
GA
258
Greenspring Associates
Maryland
-$3.31M -63,199 Closed
MSE
259
MUFG Securities EMEA
United Kingdom
-$3.17M -60,600 Closed
Public Sector Pension Investment Board (PSP Investments)
260
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$3.17M -60,600 Closed
ARTA
261
A.R.T. Advisors
New York
-$2.92M -55,700 Closed
EPC
262
Emerson Point Capital
New York
-$2.22M -42,356 Closed
TC
263
TwinBeech Capital
New York
-$2.1M -39,982 Closed
LCG
264
Lisanti Capital Growth
New York
-$2.07M -39,508 Closed
BAMCO Inc
265
BAMCO Inc
New York
-$2M -38,231 Closed
KWILP
266
Kiwi Wealth Investments Limited Partnership
New Zealand
-$1.99M -37,963 Closed
CWM
267
CIBC World Markets
New York
-$1.5M -28,700 Closed
SPM
268
Symmetry Peak Management
Pennsylvania
-$1.28M -24,500 Closed
JCM
269
JS Capital Management
New York
-$1.05M -20,000 Closed
B
270
Bailard
California
-$1.03M -19,725 Closed
Principal Financial Group
271
Principal Financial Group
Iowa
-$922K -17,582 Closed
NIP
272
Nicholas Investment Partners
California
-$899K -17,155 Closed
QSS
273
Quantitative Systematic Strategies
Florida
-$895K -17,080 Closed
SCM
274
Stevens Capital Management
Pennsylvania
-$701K -13,372 Closed
CG
275
Cutler Group
California
-$664K -13,324 Closed

PLAN Hedge Fund Activity: Q1 2020 in Review

230 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2020, worth a combined $3.67B — down 34% from $5.57B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of PLAN and 68 opened new positions — a net loss of 18 holders — while 70 trimmed existing stakes and 80 added.

The largest buyer was Tiger Global Management, adding an estimated $230M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $81.7M sold.

  • 230 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2020, down from 252 in Q4 2019.
  • Funds reported $3.67B of Anaplan, Inc. stock for Q1 2020, down 34% quarter-over-quarter.
  • 68 funds opened new Anaplan, Inc. positions in Q1 2020 and 86 closed out, a net change of -18 holders.
  • The largest Anaplan, Inc. buyer in Q1 2020 was Tiger Global Management, an estimated $230M added.
  • The largest Anaplan, Inc. seller in Q1 2020 was William Blair Investment Management, an estimated $81.7M sold.

Based on aggregated 13F filings for Q1 2020.