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PLAN

Anaplan, Inc.

Delisted

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

274 hedge funds and large institutions have $8.55B invested in Anaplan, Inc. in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $178M | Put options by funds: $51M

44% more capital invested

Capital invested by funds: $5.94B → $8.55B (+$2.62B)

25% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 52

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

5% more funds holding

Funds holding: 261274 (+13)

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
5.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
65
Increased
96
Reduced
84
Closed
52
Calls
$178M
Puts
$51M
Net Calls
+$127M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
301
United Capital Financial Advisors
Texas
-$526K -11,598 Closed
APW
302
Austin Private Wealth
Texas
-$453K -10,000 Closed
Wellington Management Group
303
Wellington Management Group
Massachusetts
-$442K -9,763 Closed
AIM
304
Aigen Investment Management
New York
-$370K -8,177 Closed
ECM
305
ExodusPoint Capital Management
New York
-$349K -7,708 Closed
CC
306
Cipher Capital
New York
-$331K -7,314 Closed
ZIM
307
Zacks Investment Management
Illinois
-$331K -7,305 Closed
OR
308
Olympiad Research
Connecticut
-$317K -6,996 Closed
QSS
309
Quantitative Systematic Strategies
Florida
-$304K -6,706 Closed
CM
310
Caption Management
Oklahoma
-$273K -6,000 Closed
MA
311
MANA Advisors
New York
-$209K -4,616 Closed
Skandinaviska Enskilda Banken (SEB)
312
Skandinaviska Enskilda Banken (SEB)
Sweden
-$190K -4,200 Closed
HIIFS
313
Harel Insurance Investments & Financial Services
Israel
-$181K -4,000 Closed
NIT
314
NumerixS Investment Technologies
British Columbia, Canada
-$159K -3,500 Closed
BCV
315
Banque Cantonale Vaudoise
Switzerland
-$156K -3,441 Closed
PAG
316
Private Advisor Group
New Jersey
-$96K -2,126 Closed
FAM
317
Fred Alger Management
New York
-$26K -567 Closed
EWM
318
Edge Wealth Management
New York
-$23K -500 Closed
HFM
319
Harvest Fund Management
China
-$10K -227 Closed
EWP
320
Engrave Wealth Partners
Texas
-$1K -25 Closed
JSC
321
Jackson Square Capital
California
-$1K -22 Closed
OPS
322
Orion Portfolio Solutions
Nebraska
-$1K -13 Closed
PFWA
323
Paces Ferry Wealth Advisors
Georgia
+$206 +4 New
MCM
324
Manchester Capital Management
Vermont
+$258 +5 New

PLAN Hedge Fund Activity: Q3 2020 in Review

274 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2020, worth a combined $8.55B — up 44% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PLAN positions and 52 closed out — a net gain of 13 holders — while 96 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $189M. The largest seller was Viking Global Investors, exiting entirely with an estimated $260M sold.

  • 274 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2020, up from 261 in Q2 2020.
  • Funds reported $8.55B of Anaplan, Inc. stock for Q3 2020, up 44% quarter-over-quarter.
  • 65 funds opened new Anaplan, Inc. positions in Q3 2020 and 52 closed out, a net change of +13 holders.
  • The largest Anaplan, Inc. buyer in Q3 2020 was JP Morgan Chase, an estimated $189M added.
  • The largest Anaplan, Inc. seller in Q3 2020 was Viking Global Investors, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2020.