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PLAN

Anaplan, Inc.

Delisted

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

313 hedge funds and large institutions have $8.3B invested in Anaplan, Inc. in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 94 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more capital invested

Capital invested by funds: $7.09B → $8.3B (+$1.21B)

12% more call options, than puts

Call options by funds: $160M | Put options by funds: $143M

11% more funds holding

Funds holding: 282313 (+31)

18% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 115

Holders
313
Holders Change
+31
Holders Change %
+10.99%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
66
Increased
94
Reduced
115
Closed
32
Calls
$160M
Puts
$143M
Net Calls
+$17.3M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
326
Capula Management
Cayman Islands
-$543K -10,183 Closed
QC
327
Quadrature Capital
United Kingdom
-$492K -9,232 Closed
WI
328
Wintrust Investments
Illinois
-$410K -7,700 Closed
BC
329
Bridgefront Capital
Texas
-$368K -6,904 Closed
BOTOTLSJU
330
Board of Trustees of The Leland Stanford Junior University
California
-$267K -5,016 Closed
JMPWA
331
JP Morgan Private Wealth Advisors
California
-$252K -4,723 Closed
Comerica Bank
332
Comerica Bank
Texas
-$248K -4,211 Closed
MF
333
Magnetar Financial
Illinois
-$211 -3,965 Closed
PAM
334
Panagora Asset Management
Massachusetts
-$107K -2,006 Closed
Rockefeller Capital Management
335
Rockefeller Capital Management
New York
-$53K -1,000 Closed
COCM
336
Charter Oak Capital Management
New Hampshire
-$18K -333 Closed
GWMIA
337
Global Wealth Management Investment Advisory
Florida
-$13K -252 Closed
HNB
338
Huntington National Bank
Ohio
-$10K -194 Closed
CFO
339
CVA Family Office
Colorado
-$9K -173 Closed
SFO
340
Standard Family Office
South Dakota
-$2K -30 Closed
LC
341
Lindbrook Capital
California
-$1K -26 Closed
MAWCM
342
Mine & Arao Wealth Creation & Management
California
-$1K -20 Closed
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
+$476 +8 New

PLAN Hedge Fund Activity: Q3 2021 in Review

313 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2021, worth a combined $8.3B — up 17% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PLAN positions and 32 closed out — a net gain of 34 holders — while 94 added to existing stakes and 115 trimmed.

The largest buyer was Eminence Capital, opening a new position worth an estimated $161M. The largest seller was Fidelity Investments, cutting an estimated $137M.

  • 313 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2021, up from 282 in Q2 2021.
  • Funds reported $8.3B of Anaplan, Inc. stock for Q3 2021, up 17% quarter-over-quarter.
  • 66 funds opened new Anaplan, Inc. positions in Q3 2021 and 32 closed out, a net change of +34 holders.
  • The largest Anaplan, Inc. buyer in Q3 2021 was Eminence Capital, an estimated $161M added.
  • The largest Anaplan, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2021.