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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

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more capital invested

Capital invested by funds: $7.09B → $8.3B (+$1.21B)

12% more call options, than puts

Call options by funds: $160M | Put options by funds: $143M

11% more funds holding

Funds holding: 282313 (+31)

18% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 115

Holders
313
Holders Change
+31
Holders Change %
+10.99%
% of All Funds
5.48%
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
Change in
Stake
AWA
276
Arkadios Wealth Advisors
Georgia
$46K +$43.3K +728 +2,348%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$43K +$40K +672 +2,036%
Lazard Asset Management
278
Lazard Asset Management
New York
$42K -$4.35K -73 -9%
NFSG
279
Newbridge Financial Services Group
Florida
$42K +$25.1K +422 +157%
HFM
280
Harvest Fund Management
China
$34K +$34.1K +573 New
BCA
281
Berman Capital Advisors
Georgia
$32K -$10.2K -171 -24%
SWM
282
Spire Wealth Management
Virginia
$32K
GRP
283
Global Retirement Partners
California
$32K +$6.13K +103 +24%
APA
284
American Portfolios Advisors
New York
$25.6K
DTIM
285
Danda Trouve Investment Management
Kansas
$25K +$24K +403 New
S
286
SignatureFD
Georgia
$24K +$6.43K +108 +38%
AWM
287
Accel Wealth Management
Iowa
$21K +$8.33K +140 +70%
Baillie Gifford & Co
288
Baillie Gifford & Co
United Kingdom
$19K
Bessemer Group
289
Bessemer Group
New Jersey
$18K +$6.37K +107 +55%
IF
290
Ironwood Financial
Arizona
$16K
PCG
291
Private Capital Group
Connecticut
$15K -$417 -7 -3%
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$15K +$774 +13 +6%
RMC
293
Resources Management Corp
Connecticut
$12K
CFA
294
Cahill Financial Advisors
Minnesota
$12K +$11.9K +200 New
TWA
295
TCI Wealth Advisors
Arizona
$9K +$893 +15 +11%
PFGIA
296
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$1.37K +23 +18%
QCG
297
Quadrant Capital Group
Ohio
$9K +$1.67K +28 +25%
AII
298
AGF Investments Inc
Ontario, Canada
$9K +$8.93K +150 New
RIM
299
Rockbridge Investment Management
New York
$8K
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.92K

PLAN Hedge Fund Activity: Q3 2021 in Review

313 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2021, worth a combined $8.3B — up 17% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PLAN positions and 32 closed out — a net gain of 34 holders — while 94 added to existing stakes and 115 trimmed.

The largest buyer was Eminence Capital, opening a new position worth an estimated $161M. The largest seller was Fidelity Investments, cutting an estimated $137M.

  • 313 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2021, up from 282 in Q2 2021.
  • Funds reported $8.3B of Anaplan, Inc. stock for Q3 2021, up 17% quarter-over-quarter.
  • 66 funds opened new Anaplan, Inc. positions in Q3 2021 and 32 closed out, a net change of +34 holders.
  • The largest Anaplan, Inc. buyer in Q3 2021 was Eminence Capital, an estimated $161M added.
  • The largest Anaplan, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2021.