PLAN

Anaplan, Inc.
PLAN

Overview Fund Activity
Delisted

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

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326 hedge funds and large institutions have $9.89B invested in Anaplan, Inc. in 2020 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 127 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+52
Holders Change %
+18.98%
% of All Funds
5.78%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
84
Increased
127
Reduced
90
Closed
30
Calls
$147M
Puts
$75.8M
Net Calls
+$71.1M
Net Calls Change
-$55.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$411M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$84.7M
3
EAM
Eagle Asset Management
Florida
+$73.4M
4
JCAM
Jericho Capital Asset Management
New York
+$67.8M
5
CTA
Carillon Tower Advisers
Florida
+$61M

Top Sellers

1
Tiger Global Management
Tiger Global Management
New York
-$397M
2
Coatue Management
Coatue Management
New York
-$266M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$183M
4
Holocene Advisors
Holocene Advisors
New York
-$143M
5
MCAI
Meritech Capital Associates IV
California
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Parallel Advisors
California
$80K +$288 +4 +0.4%
APA
277
American Portfolios Advisors
New York
$58.9K +$28.7K +400 +95%
SBL
278
Sargent Bickham Lagudis
Colorado
$54K +$54K +750 New
MC
279
Maverick Capital
Texas
$39K -$169K -2,371 -81%
PCG
280
Private Capital Group
Connecticut
$29K +$218 +3 +0.8%
PFBT
281
Parkside Financial Bank & Trust
Missouri
$23K +$23K +327 New
GRP
282
Global Retirement Partners
California
$20K +$1.2K +17 +6%
NFSG
283
Newbridge Financial Services Group
Florida
$19K -$47K -670 -71%
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
GWMIA
285
Global Wealth Management Investment Advisory
Florida
$16K -$32K -440 -67%
MLFP
286
MPS Loria Financial Planners
Illinois
$14K – – –
RMC
287
Resources Management Corp
Connecticut
$14K – – –
HNB
288
Huntington National Bank
Ohio
$14K +$14K +194 New
CAAS
289
Capital Asset Advisory Services
Michigan
$14K +$14K +200 New
PAM
290
Panagora Asset Management
Massachusetts
$13K -$1.57K -21 -11%
IF
291
Ironwood Financial
Arizona
$13K – – –
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$12K +$11.3K +157 +1,744%
SIAG
293
Safeguard Investment Advisory Group
California
$11K +$11K +158 New
OPW
294
Oxler Private Wealth
New York
$10K +$10K +150 New
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.34K – – –
TWA
296
TCI Wealth Advisors
Arizona
$9K – – –
PFGIA
297
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
QCG
298
Quadrant Capital Group
Ohio
$8K +$218 +3 +3%
AIM
299
Arcadia Investment Management
Michigan
$7K – – –
JGIA
300
Jackson Grant Investment Advisers
Connecticut
$7K +$7K +100 New
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