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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
SOMRS
276
State of Michigan Retirement System
Michigan
-$662K -12,638 Closed
Cerity Partners
277
Cerity Partners
New York
-$620K -11,831 Closed
Stifel Financial
278
Stifel Financial
Missouri
-$614K -11,655 Closed
BCM
279
Bayesian Capital Management
New York
-$582K -11,113 Closed
GAM
280
Gotham Asset Management
New York
-$564K -10,756 Closed
NL
281
NVWM LLC
Pennsylvania
-$523K -9,983 Closed
Walleye Trading
282
Walleye Trading
New York
-$453K -9,090 Closed
AWM
283
Avitas Wealth Management
California
-$464K -8,862 Closed
GTCM
284
Gyon Technologies Capital Management
New Jersey
-$446K -8,502 Closed
SM
285
SG3 Management
Puerto Rico
-$424K -8,500 Closed
SEI Investments
286
SEI Investments
Pennsylvania
-$439K -8,443 Closed
AGM
287
Alpine Global Management
New York
-$355K -6,784 Closed
Aberdeen Group
288
Aberdeen Group
United Kingdom
-$331K -6,320 Closed
CEP
289
Chicago Equity Partners
Illinois
-$297K -5,670 Closed
MIH
290
Meitav Investment House
Israel
-$295K -5,632 Closed
BG
291
Berry Group
Massachusetts
-$293K -5,600 Closed
FMT
292
First Mercantile Trust
Tennessee
-$268K -5,118 Closed
CIBC Asset Management
293
CIBC Asset Management
Ontario, Canada
-$245K -4,684 Closed
AG
294
Aperio Group
California
-$244K -4,658 Closed
PC
295
Polar Capital
United Kingdom
-$241K -4,590 Closed
SL
296
Signition LP
New York
-$226K -4,316 Closed
Prudential Financial
297
Prudential Financial
New Jersey
-$221K -4,210 Closed
PWM
298
Perigon Wealth Management
California
-$231K -4,195 Closed
NIT
299
NumerixS Investment Technologies
British Columbia, Canada
-$218K -4,160 Closed
ProShare Advisors
300
ProShare Advisors
Maryland
-$214K -4,087 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.