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PLAN

Anaplan, Inc.

Delisted

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

327 hedge funds and large institutions have $9.89B invested in Anaplan, Inc. in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 127 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 30

94% more call options, than puts

Call options by funds: $147M | Put options by funds: $75.8M

41% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 90

19% more funds holding

Funds holding: 274327 (+53)

16% more capital invested

Capital invested by funds: $8.55B → $9.89B (+$1.33B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
327
Holders Change
+53
Holders Change %
+19.34%
% of All Funds
5.79%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
85
Increased
127
Reduced
90
Closed
30
Calls
$147M
Puts
$75.8M
Net Calls
+$71.1M
Net Calls Change
-$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
251
Sciencast Management
New Jersey
$297K +$276K +4,240 New
OPFM
252
Optimus Prime Fund Management
Cayman Islands
$287K
SF
253
Symphony Financial
Texas
$266K +$1.3K +20 +0.5%
ZCA
254
Zeke Capital Advisors
Pennsylvania
$262K +$27.5K +423 +13%
GCP
255
GSA Capital Partners
United Kingdom
$260K -$31.1K -479 -12%
M&T Bank
256
M&T Bank
New York
$252K +$7.35K +113 +3%
ETCM
257
Evolutionary Tree Capital Management
Virginia
$251K +$228K +3,500 New
AQR Capital Management
258
AQR Capital Management
Connecticut
$247K +$7.15K +110 +3%
BCM
259
Bayesian Capital Management
New York
$230K +$208K +3,200 New
Envestnet Asset Management
260
Envestnet Asset Management
Illinois
$229K +$208K +3,192 New
MC
261
Moors & Cabot
Massachusetts
$228K +$206K +3,176 New
GAM
262
Gotham Asset Management
New York
$221K -$1.45M -22,225 -88%
Verition Fund Management
263
Verition Fund Management
Connecticut
$206K -$165K -2,535 -47%
MIH
264
Meitav Investment House
Israel
$203K +$183K +2,819 New
Asset Management One
265
Asset Management One
Japan
$169K +$150K +2,311 New
NIMI
266
Natixis Investment Managers International
France
$168K +$152K +2,340 New
SFS
267
Sowell Financial Services
Arkansas
$165K -$97.2K -1,495 -39%
EMFAT
268
Emerald Mutual Fund Advisers Trust
Pennsylvania
$161K
ACM
269
Adalta Capital Management
New York
$144K +$130K +2,000 New
EWA
270
Evolution Wealth Advisors
Florida
$142K -$36.1K -555 -22%
US Bancorp
271
US Bancorp
Minnesota
$141K -$14.4K -221 -10%
MIFH
272
Migdal Insurance & Financial Holdings
Israel
$120K -$3.4M -52,325 -97%
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$120K +$94.6K +1,455 +677%
CQS
274
Credential Qtrade Securities
$117K -$92.5K -1,423 -47%
IA
275
IFP Advisors
Florida
$102K +$92.7K +1,425 New

PLAN Hedge Fund Activity: Q4 2020 in Review

327 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q4 2020, worth a combined $9.89B — up 16% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PLAN positions and 30 closed out — a net gain of 55 holders — while 127 added to existing stakes and 90 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $372M. The largest seller was Tiger Global Management, cutting an estimated $359M.

  • 327 institutional investors held Anaplan, Inc. (PLAN) as of Q4 2020, up from 274 in Q3 2020.
  • Funds reported $9.89B of Anaplan, Inc. stock for Q4 2020, up 16% quarter-over-quarter.
  • 85 funds opened new Anaplan, Inc. positions in Q4 2020 and 30 closed out, a net change of +55 holders.
  • The largest Anaplan, Inc. buyer in Q4 2020 was Morgan Stanley, an estimated $372M added.
  • The largest Anaplan, Inc. seller in Q4 2020 was Tiger Global Management, an estimated $359M sold.

Based on aggregated 13F filings for Q4 2020.