PLAN

Anaplan, Inc.

Delisted

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

313 hedge funds and large institutions have $8.3B invested in Anaplan, Inc. in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 94 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+31
Holders Change %
+10.99%
% of All Funds
5.5%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
66
Increased
94
Reduced
115
Closed
32
Calls
$160M
Puts
$143M
Net Calls
+$17.3M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
276
Arkadios Wealth Advisors
Georgia
$46K +$44.1K +728 +2,348%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$43K +$41K +672 +2,036%
Lazard Asset Management
278
Lazard Asset Management
New York
$42K -$4.36K -73 -9%
NFSG
279
Newbridge Financial Services Group
Florida
$42K +$25.7K +422 +157%
HFM
280
Harvest Fund Management
China
$34K +$34K +573 New
BCA
281
Berman Capital Advisors
Georgia
$32K -$10.4K -171 -24%
SWM
282
Spire Wealth Management
Virginia
$32K
GRP
283
Global Retirement Partners
California
$32K +$6.2K +103 +24%
APA
284
American Portfolios Advisors
New York
$25.6K
DTIM
285
Danda Trouve Investment Management
Kansas
$25K +$25K +403 New
S
286
SignatureFD
Georgia
$24K +$6.61K +108 +38%
AWM
287
Accel Wealth Management
Iowa
$21K +$8.65K +140 +70%
Baillie Gifford & Co
288
Baillie Gifford & Co
United Kingdom
$19K
Bessemer Group
289
Bessemer Group
New Jersey
$18K +$6.4K +107 +55%
IF
290
Ironwood Financial
Arizona
$16K
PCG
291
Private Capital Group
Connecticut
$15K -$432 -7 -3%
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$15K +$809 +13 +6%
RMC
293
Resources Management Corp
Connecticut
$12K
CFA
294
Cahill Financial Advisors
Minnesota
$12K +$12K +200 New
TWA
295
TCI Wealth Advisors
Arizona
$9K +$918 +15 +11%
PFGIA
296
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$1.34K +23 +18%
QCG
297
Quadrant Capital Group
Ohio
$9K +$1.79K +28 +25%
AII
298
AGF Investments Inc
Ontario, Canada
$9K +$9K +150 New
RIM
299
Rockbridge Investment Management
New York
$8K
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.92K