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PLAN

Anaplan, Inc.

Delisted

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

335 hedge funds and large institutions have $8.98B invested in Anaplan, Inc. in 2022 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more funds holding in top 10

Funds holding in top 10: 732 (+25)

218% more call options, than puts

Call options by funds: $204M | Put options by funds: $64.3M

88% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 73

40% more capital invested

Capital invested by funds: $6.42B → $8.98B (+$2.56B)

22% more funds holding

Funds holding: 275335 (+60)

2% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 85

Holders
335
Holders Change
+60
Holders Change %
+21.82%
% of All Funds
5.28%
Holding in Top 10
32
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+357.14%
% of All Funds
0.5%
New
137
Increased
83
Reduced
85
Closed
73
Calls
$204M
Puts
$64.3M
Net Calls
+$140M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
276
US Bancorp
Minnesota
$238K +$38.6K +793 +28%
ASN
277
Advisory Services Network
Georgia
$236K -$42.3K -868 -19%
AWA
278
Aaron Wealth Advisors
Illinois
$236K +$748K +15,351 New
ER
279
Enlightenment Research
Florida
$221K +$166K +3,400 New
JMPWA
280
JP Morgan Private Wealth Advisors
California
$221K +$166K +3,402 New
LIM
281
Longfellow Investment Management
Massachusetts
$196K +$146K +3,000 New
MOACM
282
Mutual of America Capital Management
New York
$179K
AIG
283
American International Group
New York
$177K +$1.36K +28 +1%
Lazard Asset Management
284
Lazard Asset Management
New York
$146K -$8.48K -174 -7%
NIMI
285
Natixis Investment Managers International
France
$146K +$16.1K +330 +17%
PA
286
Parallel Advisors
California
$84K -$11.8K -242 -16%
MIFH
287
Migdal Insurance & Financial Holdings
Israel
$59K +$9.79K +201 +29%
NFSG
288
Newbridge Financial Services Group
Florida
$56K
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$52K
Allspring Global Investments
290
Allspring Global Investments
North Carolina
$50K -$11.5M -235,948 -100%
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
$49K +$25.1K +515 +229%
CAM
292
Close Asset Management
United Kingdom
$46K
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$37K +$7.75K +159 +38%
QC
294
Quent Capital
New York
$34K
CFGS
295
Concourse Financial Group Securities
Alabama
$28K -$438K -9,000 -95%
S
296
SignatureFD
Georgia
$28K +$779 +16 +4%
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$28K +$9.84K +202 +90%
SWM
298
Spire Wealth Management
Virginia
$22K -$10.4K -213 -39%
AWM
299
Accel Wealth Management
Iowa
$22K
AF
300
Allworth Financial
California
$22K +$16.2K +333 New

PLAN Hedge Fund Activity: Q1 2022 in Review

335 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2022, worth a combined $8.98B — up 40% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new PLAN positions and 73 closed out — a net gain of 64 holders — while 83 added to existing stakes and 85 trimmed.

The largest buyer was HBK Investments, opening a new position worth an estimated $330M. The largest seller was UBS Group, cutting an estimated $213M.

  • 335 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2022, up from 275 in Q4 2021.
  • Funds reported $8.98B of Anaplan, Inc. stock for Q1 2022, up 40% quarter-over-quarter.
  • 137 funds opened new Anaplan, Inc. positions in Q1 2022 and 73 closed out, a net change of +64 holders.
  • The largest Anaplan, Inc. buyer in Q1 2022 was HBK Investments, an estimated $330M added.
  • The largest Anaplan, Inc. seller in Q1 2022 was UBS Group, an estimated $213M sold.

Based on aggregated 13F filings for Q1 2022.