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PLAN

Anaplan, Inc.

Delisted

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

212 hedge funds and large institutions have $4.45B invested in Anaplan, Inc. in 2019 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $164M | Put options by funds: $46M

22% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 60

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $4.18B → $4.45B (+$270M)

4% more funds holding

Funds holding: 204212 (+8)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
212
Holders Change
+8
Holders Change %
+3.92%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
56
Increased
73
Reduced
60
Closed
48
Calls
$164M
Puts
$46M
Net Calls
+$118M
Net Calls Change
+$61.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
26
Pelham Capital
United Kingdom
$40M +$46.2M +851,228 New
HCM
27
Hitchwood Capital Management
New York
$37.6M -$65.1M -1,200,000 -60%
Norges Bank
28
Norges Bank
Norway
$34.5M +$22.5M +413,980 +130%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$34.3M +$2.49M +45,948 +7%
Two Sigma Investments
30
Two Sigma Investments
New York
$32.7M -$10.8M -199,301 -22%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$32.3M +$31.4M +579,290 +532%
HAM
32
Honeycomb Asset Management
New York
$28.2M -$8.14M -150,000 -20%
IP
33
Interval Partners
New York
$27.4M +$10.8M +199,344 +52%
Artisan Partners
34
Artisan Partners
Wisconsin
$27.2M -$2.2M -40,613 -7%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$27.1M -$260K -4,789 -0.8%
VEPM
36
Vista Equity Partners Management
California
$26.3M +$30.4M +560,367 New
CAM
37
Contour Asset Management
New York
$26.3M +$30.3M +559,105 New
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$23.7M +$4.13M +76,160 +18%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$23.6M +$26.9M +494,850 +7,849%
Wells Fargo
40
Wells Fargo
California
$22.9M -$10.9M -200,340 -29%
Franklin Resources
41
Franklin Resources
California
$21.3M +$10.1M +185,900 +69%
AAM
42
AO Asset Management
New York
$19.7M
CCI
43
Columbus Circle Investors
$19.2M +$11M +203,127 +99%
TAM
44
Telemark Asset Management
Massachusetts
$18.8M -$5.43M -100,000 -20%
Goldman Sachs
45
Goldman Sachs
New York
$18.7M -$13.6M -250,777 -39%
Northern Trust
46
Northern Trust
Illinois
$18.4M +$7.94M +146,399 +59%
Charles Schwab
47
Charles Schwab
California
$16.7M +$15.7M +290,152 +440%
Federated Hermes
48
Federated Hermes
Pennsylvania
$16.4M
First Trust Advisors
49
First Trust Advisors
Illinois
$14.1M -$12.1M -223,811 -43%
Citigroup
50
Citigroup
New York
$13.9M +$15.9M +292,331 +10,787%

PLAN Hedge Fund Activity: Q3 2019 in Review

212 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2019, worth a combined $4.45B — up 6.5% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PLAN positions and 48 closed out — a net gain of 8 holders — while 73 added to existing stakes and 60 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $209M. The largest seller was Holocene Advisors, exiting entirely with an estimated $88.7M sold.

  • 212 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2019, up from 204 in Q2 2019.
  • Funds reported $4.45B of Anaplan, Inc. stock for Q3 2019, up 6.5% quarter-over-quarter.
  • 56 funds opened new Anaplan, Inc. positions in Q3 2019 and 48 closed out, a net change of +8 holders.
  • The largest Anaplan, Inc. buyer in Q3 2019 was Whale Rock Capital Management, an estimated $209M added.
  • The largest Anaplan, Inc. seller in Q3 2019 was Holocene Advisors, an estimated $88.7M sold.

Based on aggregated 13F filings for Q3 2019.