We are live on ! Find out more
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
EWA
251
Evolution Wealth Advisors
Florida
$227K -$26.1K -439 -11%
Rafferty Asset Management
252
Rafferty Asset Management
New York
$217K +$212K +3,559 New
Wealthfront Advisers
253
Wealthfront Advisers
California
$215K +$210K +3,526 New
M&T Bank
254
M&T Bank
New York
$213K +$208K +3,490 New
JIR
255
James Investment Research
Ohio
$196K +$192K +3,223 New
SG Americas Securities
256
SG Americas Securities
New York
$195K -$4.23M -71,103 -96%
US Bancorp
257
US Bancorp
Minnesota
$174K +$19.1K +321 +13%
AIG
258
American International Group
New York
$168K -$12.4K -209 -7%
EL
259
EMFO LLC
Florida
$164K +$149K +2,500 +1,256%
PHK
260
Point72 Hong Kong
Hong Kong
$130K -$1.98M -33,262 -94%
NIMI
261
Natixis Investment Managers International
France
$125K -$7.44K -125 -6%
FWM
262
Focused Wealth Management
New York
$122K +$119K +2,000 New
MCM
263
Mason Capital Management
New York
$122K +$119K +2,000 New
SOW
264
State of Wyoming
Wyoming
$116K -$7.44K -125 -6%
IA
265
IFP Advisors
Florida
$104K +$101K +1,696 +56,533%
ED
266
Exane Derivatives
France
$84.5K +$12.2K +205 +17%
FPA
267
First Pacific Advisors
California
$78K +$76.2K +1,280 New
Koshinski Asset Management
268
Koshinski Asset Management
Illinois
$77.3K +$75.6K +1,270 New
PA
269
Parallel Advisors
California
$70K -$5.54K -93 -7%
CAM
270
Close Asset Management
United Kingdom
$61K
PM
271
Precept Management
Texas
$61K +$59.5K +1,000 New
Twin Tree Management
272
Twin Tree Management
Texas
$54K +$52.9K +889 New
AAM
273
Advisors Asset Management
Colorado
$52K +$51.1K +859 New
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$49K
MIFH
275
Migdal Insurance & Financial Holdings
Israel
$48K

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.