We are live on ! Find out more
PLAN

Anaplan, Inc.

Delisted

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

304 hedge funds and large institutions have $7.27B invested in Anaplan, Inc. in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 104 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $30M

14% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 104

7% less funds holding

Funds holding: 327304 (-23)

26% less capital invested

Capital invested by funds: $9.89B → $7.27B (-$2.62B)

26% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 68

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
304
Holders Change
-23
Holders Change %
-7.03%
% of All Funds
5.34%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
50
Increased
119
Reduced
104
Closed
68
Calls
$76.8M
Puts
$30M
Net Calls
+$46.7M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ITFISA
326
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$1.08M -15,000 Closed
WMSA
327
Weiss Multi-Strategy Advisers
New York
-$996K -13,866 Closed
LPL Financial
328
LPL Financial
California
-$817K -11,370 Closed
QC
329
Quadrature Capital
United Kingdom
-$801K -11,142 Closed
WSC
330
White Square Capital
United Kingdom
-$723K -10,060 Closed
CIBC World Market
331
CIBC World Market
Ontario, Canada
-$710K -9,877 Closed
GTCM
332
Gyon Technologies Capital Management
New Jersey
-$700K -9,748 Closed
IP
333
Interval Partners
New York
-$697K -9,700 Closed
Acadian Asset Management
334
Acadian Asset Management
Massachusetts
-$677K -9,420 Closed
AWM
335
Avior Wealth Management
Nebraska
-$614K -8,551 Closed
AG
336
Algert Global
California
-$575K -8,004 Closed
TFCP
337
Twin Focus Capital Partners
Massachusetts
-$385K -5,354 Closed
TMAM
338
Tokio Marine Asset Management
Japan
-$370K -5,145 Closed
AC
339
Athanor Capital
New York
-$336K -4,681 Closed
JMPWA
340
JP Morgan Private Wealth Advisors
California
-$335K -4,660 Closed
TFA
341
Toth Financial Advisory
Virginia
-$331K -4,600 Closed
WCM
342
Weld Capital Management
New York
-$325K -4,520 Closed
SM
343
Sciencast Management
New Jersey
-$297K -4,240 Closed
OPFM
344
Optimus Prime Fund Management
Cayman Islands
-$287K -4,000 Closed
ZCA
345
Zeke Capital Advisors
Pennsylvania
-$262K -3,644 Closed
GCP
346
GSA Capital Partners
United Kingdom
-$260K -3,619 Closed
M&T Bank
347
M&T Bank
New York
-$252K -3,503 Closed
ETCM
348
Evolutionary Tree Capital Management
Virginia
-$251K -3,500 Closed
MC
349
Moors & Cabot
Massachusetts
-$228K -3,176 Closed
GAM
350
Gotham Asset Management
New York
-$221K -3,070 Closed

PLAN Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2021, worth a combined $7.27B — down 26% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PLAN and 50 opened new positions — a net loss of 18 holders — while 104 trimmed existing stakes and 119 added.

The largest buyer was Alkeon Capital Management, adding an estimated $176M. The largest seller was Coatue Management, cutting an estimated $198M.

  • 304 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2021, down from 327 in Q4 2020.
  • Funds reported $7.27B of Anaplan, Inc. stock for Q1 2021, down 26% quarter-over-quarter.
  • 50 funds opened new Anaplan, Inc. positions in Q1 2021 and 68 closed out, a net change of -18 holders.
  • The largest Anaplan, Inc. buyer in Q1 2021 was Alkeon Capital Management, an estimated $176M added.
  • The largest Anaplan, Inc. seller in Q1 2021 was Coatue Management, an estimated $198M sold.

Based on aggregated 13F filings for Q1 2021.