We are live on ! Find out more
PLAN

Anaplan, Inc.

Delisted

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

252 hedge funds and large institutions have $5.57B invested in Anaplan, Inc. in 2019 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $103M | Put options by funds: $40.5M

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

25% more capital invested

Capital invested by funds: $4.45B → $5.57B (+$1.12B)

19% more funds holding

Funds holding: 212252 (+40)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

Holders
252
Holders Change
+40
Holders Change %
+18.87%
% of All Funds
4.97%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
76
Increased
98
Reduced
64
Closed
30
Calls
$103M
Puts
$40.5M
Net Calls
+$62.6M
Net Calls Change
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
26
Interval Partners
New York
$55.2M +$23.4M +470,759 +81%
Viking Global Investors
27
Viking Global Investors
Connecticut
$54.7M +$51.8M +1,043,890 New
VEPM
28
Vista Equity Partners Management
California
$54.5M +$23.8M +479,879 +86%
CAM
29
Contour Asset Management
New York
$54M +$23.4M +471,719 +84%
HCM
30
HMI Capital Management
California
$49M +$46.4M +935,000 New
Two Sigma Investments
31
Two Sigma Investments
New York
$48.4M +$11.3M +228,501 +33%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$45.4M -$3.5M -70,469 -8%
Morgan Stanley
33
Morgan Stanley
New York
$44.4M -$5.84M -117,751 -12%
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$44.4M +$43.7M +879,800 New
Franklin Resources
35
Franklin Resources
California
$39.5M +$14.9M +300,985 +66%
Norges Bank
36
Norges Bank
Norway
$38.4M
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$35M +$4.56M +91,962 +16%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$31.8M +$17.7M +357,419 +144%
HAM
39
Honeycomb Asset Management
New York
$31.4M
CCI
40
Columbus Circle Investors
$31.3M +$9.38M +188,971 +46%
Wells Fargo
41
Wells Fargo
California
$30.9M +$5.08M +102,465 +21%
Federated Hermes
42
Federated Hermes
Pennsylvania
$28.8M +$9.92M +200,000 +57%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$26.4M +$10.9M +220,298 +78%
Renaissance Technologies
44
Renaissance Technologies
New York
$24.8M +$20.7M +417,514 +751%
Northern Trust
45
Northern Trust
Illinois
$22.8M +$2.14M +43,083 +11%
AAM
46
AO Asset Management
New York
$21.9M
First Trust Advisors
47
First Trust Advisors
Illinois
$21.6M +$5.51M +110,999 +37%
Charles Schwab
48
Charles Schwab
California
$19.3M +$583K +11,756 +3%
HCM
49
Hitchwood Capital Management
New York
$18.9M -$21.8M -439,500 -55%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$18.9M -$6.99M -140,848 -28%

PLAN Hedge Fund Activity: Q4 2019 in Review

252 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q4 2019, worth a combined $5.57B — up 25% from $4.45B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PLAN positions and 30 closed out — a net gain of 46 holders — while 98 added to existing stakes and 64 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $252M. The largest seller was Coatue Management, cutting an estimated $184M.

  • 252 institutional investors held Anaplan, Inc. (PLAN) as of Q4 2019, up from 212 in Q3 2019.
  • Funds reported $5.57B of Anaplan, Inc. stock for Q4 2019, up 25% quarter-over-quarter.
  • 76 funds opened new Anaplan, Inc. positions in Q4 2019 and 30 closed out, a net change of +46 holders.
  • The largest Anaplan, Inc. buyer in Q4 2019 was T. Rowe Price Associates, an estimated $252M added.
  • The largest Anaplan, Inc. seller in Q4 2019 was Coatue Management, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2019.