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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
PA
276
Parallel Advisors
California
$80K +$260 +4 +0.4%
APA
277
American Portfolios Advisors
New York
$58.9K +$26K +400 +95%
SBL
278
Sargent Bickham Lagudis
Colorado
$54K +$48.8K +750 New
LSA
279
Leonteq Securities AG
Switzerland
$45.7K +$41.4K +636 New
MC
280
Maverick Capital
Texas
$39K -$154K -2,371 -81%
PCG
281
Private Capital Group
Connecticut
$29K +$195 +3 +0.8%
PFBT
282
Parkside Financial Bank & Trust
Missouri
$23K +$21.3K +327 New
GRP
283
Global Retirement Partners
California
$20K +$1.1K +17 +6%
NFSG
284
Newbridge Financial Services Group
Florida
$19K -$43.6K -670 -71%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$19K
GWMIA
286
Global Wealth Management Investment Advisory
Florida
$16K -$28.6K -440 -67%
MLFP
287
MPS Loria Financial Planners
Illinois
$14K
RMC
288
Resources Management Corp
Connecticut
$14K
HNB
289
Huntington National Bank
Ohio
$14K +$12.6K +194 New
CAAS
290
Capital Asset Advisory Services
Michigan
$14K +$13K +200 New
PAM
291
Panagora Asset Management
Massachusetts
$13K -$1.36K -21 -11%
IF
292
Ironwood Financial
Arizona
$13K
OSAM
293
O'Shaughnessy Asset Management
Connecticut
$12K +$10.2K +157 +1,744%
SIAG
294
Safeguard Investment Advisory Group
California
$11K +$10.3K +158 New
OPW
295
Oxler Private Wealth
New York
$10K +$9.75K +150 New
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.34K
PFGIA
297
Patriot Financial Group Insurance Agency
Massachusetts
$9K
TWA
298
TCI Wealth Advisors
Arizona
$9K
QCG
299
Quadrant Capital Group
Ohio
$8K +$195 +3 +3%
AIM
300
Arcadia Investment Management
Michigan
$7K

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.