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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
Verition Fund Management
351
Verition Fund Management
Connecticut
-$206K -2,870 Closed
MIH
352
Meitav Investment House
Israel
-$203K -2,819 Closed
EMFAT
353
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$161K -2,239 Closed
CQS
354
Credential Qtrade Securities
-$117K -1,632 Closed
IA
355
IFP Advisors
Florida
-$96.1K -1,425 Closed
LSA
356
Leonteq Securities AG
Switzerland
-$45.7K -636 Closed
CAAS
357
Capital Asset Advisory Services
Michigan
-$14K -200 Closed
SIAG
358
Safeguard Investment Advisory Group
California
-$11K -158 Closed
OSAM
359
O'Shaughnessy Asset Management
Connecticut
-$10.6K -157 -95%
OPW
360
Oxler Private Wealth
New York
-$10K -150 Closed
JGIA
361
Jackson Grant Investment Advisers
Connecticut
-$7K -100 Closed
TCWA
362
Ten Capital Wealth Advisors
Washington
-$6K -87 Closed
WAM
363
Wolverine Asset Management
Illinois
-$3K -42 Closed
AF
364
Allworth Financial
California
-$3K -41 Closed
RPWA
365
Regent Peak Wealth Advisors
Georgia
-$3K -40 Closed
ABC
366
Associated Banc-Corp
Wisconsin
-$1K -18 Closed
SPIA
367
Steward Partners Investment Advisory
New York
-$1K -15 Closed
APC
368
Aspire Private Capital
North Carolina
-$1K -10 Closed
VCG
369
Vantage Consulting Group
Virginia
-$1K -9 Closed
ED
370
Exane Derivatives
France
-$472 -7 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.