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PLAN

Anaplan, Inc.

Delisted

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

327 hedge funds and large institutions have $9.89B invested in Anaplan, Inc. in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 127 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 30

94% more call options, than puts

Call options by funds: $147M | Put options by funds: $75.8M

41% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 90

19% more funds holding

Funds holding: 274327 (+53)

16% more capital invested

Capital invested by funds: $8.55B → $9.89B (+$1.33B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
327
Holders Change
+53
Holders Change %
+19.34%
% of All Funds
5.79%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
85
Increased
127
Reduced
90
Closed
30
Calls
$147M
Puts
$75.8M
Net Calls
+$71.1M
Net Calls Change
-$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
301
Jackson Grant Investment Advisers
Connecticut
$7K +$6.5K +100 New
FHA
302
First Horizon Advisors
Tennessee
$7K +$6.83K +105 New
S
303
SignatureFD
Georgia
$6K -$650 -10 -10%
EARNEST Partners
304
EARNEST Partners
Georgia
$6K
RIM
305
Rockbridge Investment Management
New York
$6K +$650 +10 +15%
TCWA
306
Ten Capital Wealth Advisors
Washington
$6K +$5.66K +87 New
AIG
307
American International Group
New York
$5.04K +$4.34M +66,804 +1,959%
VCM
308
Versant Capital Management
Arizona
$5K
ETC
309
Exchange Traded Concepts
Oklahoma
$5K +$4.62K +71 New
VFA
310
Valeo Financial Advisors
Indiana
$4K +$325 +5 +10%
WAM
311
Wolverine Asset Management
Illinois
$3K -$22.5K -346 -89%
JWM
312
Janiczek Wealth Management
Colorado
$3K -$845 -13 -22%
GGHC
313
Gilder Gagnon Howe & Co
New York
$3K
RPWA
314
Regent Peak Wealth Advisors
Georgia
$3K +$2.6K +40 New
AF
315
Allworth Financial
California
$3K +$2.67K +41 New
MAM
316
Meeder Asset Management
Ohio
$2K
AWA
317
Arkadios Wealth Advisors
Georgia
$2K +$2.02K +31 New
APC
318
Aspire Private Capital
North Carolina
$1K
ABC
319
Associated Banc-Corp
Wisconsin
$1K
MAWCM
320
Mine & Arao Wealth Creation & Management
California
$1K
VCG
321
Vantage Consulting Group
Virginia
$1K +$585 +9 New
SPIA
322
Steward Partners Investment Advisory
New York
$1K +$975 +15 New
GWM
323
Geneos Wealth Management
Colorado
$1K +$14.5K +223 New
ED
324
Exane Derivatives
France
$503 +$455 +7 New
DCP
325
D1 Capital Partners
New York
-$85.8M -1,371,303 Closed

PLAN Hedge Fund Activity: Q4 2020 in Review

327 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q4 2020, worth a combined $9.89B — up 16% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PLAN positions and 30 closed out — a net gain of 55 holders — while 127 added to existing stakes and 90 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $372M. The largest seller was Tiger Global Management, cutting an estimated $359M.

  • 327 institutional investors held Anaplan, Inc. (PLAN) as of Q4 2020, up from 274 in Q3 2020.
  • Funds reported $9.89B of Anaplan, Inc. stock for Q4 2020, up 16% quarter-over-quarter.
  • 85 funds opened new Anaplan, Inc. positions in Q4 2020 and 30 closed out, a net change of +55 holders.
  • The largest Anaplan, Inc. buyer in Q4 2020 was Morgan Stanley, an estimated $372M added.
  • The largest Anaplan, Inc. seller in Q4 2020 was Tiger Global Management, an estimated $359M sold.

Based on aggregated 13F filings for Q4 2020.