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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
APA
301
American Portfolios Advisors
New York
$20.8K -$4.87K -100 -24%
Baillie Gifford & Co
302
Baillie Gifford & Co
United Kingdom
$20K
RTC
303
Riverview Trust Company
Washington
$20K +$15.2K +313 New
QCG
304
Quadrant Capital Group
Ohio
$15K +$4.82K +99 +79%
C
305
Covestor
United Kingdom
$14K +$4.24K +87 +68%
CA
306
Clearstead Advisors
Ohio
$14K +$4.87K +100 +91%
Bessemer Group
307
Bessemer Group
New Jersey
$13K
EL
308
EMFO LLC
Florida
$13K
RMC
309
Resources Management Corp
Connecticut
$13K
MCC
310
Money Concepts Capital
Florida
$10K +$7.31K +150 New
RIM
311
Rockbridge Investment Management
New York
$9.26K
TWA
312
TCI Wealth Advisors
Arizona
$9K -$731 -15 -10%
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.46K
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$7K +$5.5K +113 New
First Manhattan
315
First Manhattan
New York
$6K
EARNEST Partners
316
EARNEST Partners
Georgia
$5K
BWP
317
Baldwin Wealth Partners
Massachusetts
$4K
GWS
318
Glassman Wealth Services
Virginia
$4K +$1.66K +34 +110%
AGM
319
Alpine Global Management
New York
$3.84K +$2.87M +59,000 New
MAM
320
Meeder Asset Management
Ohio
$3K +$2.1K +43 New
ZB
321
Zions Bancorporation
Utah
$3K +$2.14K +44 New
PCG
322
Private Capital Group
Connecticut
$2K -$9.64K -198 -88%
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$6.04K -124 -78%
LC
324
Lindbrook Capital
California
$2K +$1.71K +35 New
IA
325
IFP Advisors
Florida
$1K -$24.6K -506 -98%

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.