We are live on ! Find out more
PLAN

Anaplan, Inc.

Delisted

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

335 hedge funds and large institutions have $8.98B invested in Anaplan, Inc. in 2022 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more funds holding in top 10

Funds holding in top 10: 732 (+25)

218% more call options, than puts

Call options by funds: $204M | Put options by funds: $64.3M

88% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 73

40% more capital invested

Capital invested by funds: $6.42B → $8.98B (+$2.56B)

22% more funds holding

Funds holding: 275335 (+60)

2% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 85

Holders
335
Holders Change
+60
Holders Change %
+21.82%
% of All Funds
5.28%
Holding in Top 10
32
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+357.14%
% of All Funds
0.5%
New
137
Increased
83
Reduced
85
Closed
73
Calls
$204M
Puts
$64.3M
Net Calls
+$140M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
251
PEAK6 Investments
Illinois
$487K +$77.8K +1,597 +27%
SG Americas Securities
252
SG Americas Securities
New York
$483K +$228K +4,673 +170%
TC
253
Truvestments Capital
Florida
$472K -$12K -246 -3%
PCM
254
PenderFund Capital Management
British Columbia, Canada
$455K +$273K +5,600 New
CI
255
Ceera Investments
Texas
$438K +$328K +6,730 New
SCA
256
Spearhead Capital Advisors
Florida
$428K -$14.7K -302 -4%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$391K -$393K -8,071 -57%
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$390K
QTM
259
qPULA Trading Management
New York
$388K +$291K +5,968 New
Nisa Investment Advisors
260
Nisa Investment Advisors
Missouri
$384K +$287K +5,900 New
MGIA
261
Moneta Group Investment Advisors
Missouri
$327K +$1.56K +32 +0.6%
Loomis, Sayles & Company
262
Loomis, Sayles & Company
Massachusetts
$326K +$244K +5,008 New
IGWM
263
ICA Group Wealth Management
Colorado
$317K +$244K +5,000 New
SOW
264
State of Wyoming
Wyoming
$315K +$82.6K +1,695 +54%
STA
265
Summit Trail Advisors
New York
$307K +$230K +4,721 New
ED
266
Exane Derivatives
France
$294K -$25.2K -518 -10%
Manulife (Manufacturers Life Insurance)
267
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$282K +$211K +4,330 New
M&T Bank
268
M&T Bank
New York
$281K +$210K +4,315 New
Prudential Financial
269
Prudential Financial
New Jersey
$280K +$210K +4,310 New
Franklin Resources
270
Franklin Resources
California
$278K -$83.2K -1,708 -29%
ACM
271
Aquatic Capital Management
Illinois
$254K +$190K +3,900 New
AAM
272
Advisors Asset Management
Colorado
$249K +$57.3K +1,177 +44%
OAM
273
Oppenheimer Asset Management
New York
$242K +$181K +3,714 New
KAS
274
Kestra Advisory Services
Texas
$240K +$180K +3,694 New
GCP
275
GSA Capital Partners
United Kingdom
$239K +$179K +3,675 New

PLAN Hedge Fund Activity: Q1 2022 in Review

335 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2022, worth a combined $8.98B — up 40% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new PLAN positions and 73 closed out — a net gain of 64 holders — while 83 added to existing stakes and 85 trimmed.

The largest buyer was HBK Investments, opening a new position worth an estimated $330M. The largest seller was UBS Group, cutting an estimated $213M.

  • 335 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2022, up from 275 in Q4 2021.
  • Funds reported $8.98B of Anaplan, Inc. stock for Q1 2022, up 40% quarter-over-quarter.
  • 137 funds opened new Anaplan, Inc. positions in Q1 2022 and 73 closed out, a net change of +64 holders.
  • The largest Anaplan, Inc. buyer in Q1 2022 was HBK Investments, an estimated $330M added.
  • The largest Anaplan, Inc. seller in Q1 2022 was UBS Group, an estimated $213M sold.

Based on aggregated 13F filings for Q1 2022.