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PLAN

Anaplan, Inc.

Delisted

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

274 hedge funds and large institutions have $8.55B invested in Anaplan, Inc. in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $178M | Put options by funds: $51M

44% more capital invested

Capital invested by funds: $5.94B → $8.55B (+$2.62B)

25% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 52

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

5% more funds holding

Funds holding: 261274 (+13)

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
5.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
65
Increased
96
Reduced
84
Closed
52
Calls
$178M
Puts
$51M
Net Calls
+$127M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
251
First Command Advisory Services
Texas
$12K +$9.54K +185 New
IF
252
Ironwood Financial
Arizona
$11K
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.13K
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$8K
TWA
255
TCI Wealth Advisors
Arizona
$8K
QCG
256
Quadrant Capital Group
Ohio
$7K
WCG
257
Weaver Consulting Group
California
$7K +$361 +7 +7%
AIM
258
Arcadia Investment Management
Michigan
$6K
S
259
SignatureFD
Georgia
$6K +$876 +17 +21%
EARNEST Partners
260
EARNEST Partners
Georgia
$5K +$4.33K +84 New
VCM
261
Versant Capital Management
Arizona
$4K
RIM
262
Rockbridge Investment Management
New York
$4K +$1.39K +27 +68%
JWM
263
Janiczek Wealth Management
Colorado
$4K +$3.09K +60 New
GGHC
264
Gilder Gagnon Howe & Co
New York
$3K -$9.86M -191,274 -100%
VFA
265
Valeo Financial Advisors
Indiana
$3K +$2.58K +50 New
MAM
266
Meeder Asset Management
Ohio
$2K -$103 -2 -7%
MAWCM
267
Mine & Arao Wealth Creation & Management
California
$1K
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$1K +$464 +9 New
APC
269
Aspire Private Capital
North Carolina
$1K +$515 +10 New
ABC
270
Associated Banc-Corp
Wisconsin
$1K +$928 +18 New
SXL
271
Summit X LLC
Missouri
$751 +$124K +2,400 New
Viking Global Investors
272
Viking Global Investors
Connecticut
-$260M -5,746,829 Closed
Alkeon Capital Management
273
Alkeon Capital Management
New York
-$66.8M -1,474,843 Closed
HCM
274
HMI Capital Management
California
-$50.8M -1,121,903 Closed
CCM
275
Clearfield Capital Management
New York
-$15.3M -338,400 Closed

PLAN Hedge Fund Activity: Q3 2020 in Review

274 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2020, worth a combined $8.55B — up 44% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PLAN positions and 52 closed out — a net gain of 13 holders — while 96 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $189M. The largest seller was Viking Global Investors, exiting entirely with an estimated $260M sold.

  • 274 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2020, up from 261 in Q2 2020.
  • Funds reported $8.55B of Anaplan, Inc. stock for Q3 2020, up 44% quarter-over-quarter.
  • 65 funds opened new Anaplan, Inc. positions in Q3 2020 and 52 closed out, a net change of +13 holders.
  • The largest Anaplan, Inc. buyer in Q3 2020 was JP Morgan Chase, an estimated $189M added.
  • The largest Anaplan, Inc. seller in Q3 2020 was Viking Global Investors, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2020.