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PLAN

Anaplan, Inc.

Delisted

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

304 hedge funds and large institutions have $7.27B invested in Anaplan, Inc. in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 104 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $30M

14% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 104

7% less funds holding

Funds holding: 327304 (-23)

26% less capital invested

Capital invested by funds: $9.89B → $7.27B (-$2.62B)

26% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 68

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
304
Holders Change
-23
Holders Change %
-7.03%
% of All Funds
5.34%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
50
Increased
119
Reduced
104
Closed
68
Calls
$76.8M
Puts
$30M
Net Calls
+$46.7M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
276
Resources Management Corp
Connecticut
$11K
HNB
277
Huntington National Bank
Ohio
$10K
MLFP
278
MPS Loria Financial Planners
Illinois
$10K
QCG
279
Quadrant Capital Group
Ohio
$10K +$4.79K +71 +65%
Bessemer Group
280
Bessemer Group
New Jersey
$10K +$13.1K +194 New
GWMIA
281
Global Wealth Management Investment Advisory
Florida
$9K -$3.71K -55 -25%
ETC
282
Exchange Traded Concepts
Oklahoma
$9K +$7.01K +104 +146%
FDCDDQ
283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7K
PFGIA
284
Patriot Financial Group Insurance Agency
Massachusetts
$7K
TWA
285
TCI Wealth Advisors
Arizona
$7K
RIM
286
Rockbridge Investment Management
New York
$7K +$4.05K +60 +78%
AIM
287
Arcadia Investment Management
Michigan
$5K
EARNEST Partners
288
EARNEST Partners
Georgia
$5K
FHA
289
First Horizon Advisors
Tennessee
$5K
S
290
SignatureFD
Georgia
$5K
First Manhattan
291
First Manhattan
New York
$5K +$6.74K +100 New
VCM
292
Versant Capital Management
Arizona
$3K -$877 -13 -18%
VFA
293
Valeo Financial Advisors
Indiana
$3K -$337 -5 -9%
MAM
294
Meeder Asset Management
Ohio
$3K +$2.02K +30 +115%
BWP
295
Baldwin Wealth Partners
Massachusetts
$3K +$3.71K +55 New
GGHC
296
Gilder Gagnon Howe & Co
New York
$2K
JWM
297
Janiczek Wealth Management
Colorado
$1K -$2.02K -30 -64%
AWA
298
Arkadios Wealth Advisors
Georgia
$1K
MAWCM
299
Mine & Arao Wealth Creation & Management
California
$1K
CA
300
Clearstead Advisors
Ohio
$1K +$674 +10 New

PLAN Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2021, worth a combined $7.27B — down 26% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PLAN and 50 opened new positions — a net loss of 18 holders — while 104 trimmed existing stakes and 119 added.

The largest buyer was Alkeon Capital Management, adding an estimated $176M. The largest seller was Coatue Management, cutting an estimated $198M.

  • 304 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2021, down from 327 in Q4 2020.
  • Funds reported $7.27B of Anaplan, Inc. stock for Q1 2021, down 26% quarter-over-quarter.
  • 50 funds opened new Anaplan, Inc. positions in Q1 2021 and 68 closed out, a net change of -18 holders.
  • The largest Anaplan, Inc. buyer in Q1 2021 was Alkeon Capital Management, an estimated $176M added.
  • The largest Anaplan, Inc. seller in Q1 2021 was Coatue Management, an estimated $198M sold.

Based on aggregated 13F filings for Q1 2021.