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PLAN

Anaplan, Inc.

Delisted

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

230 hedge funds and large institutions have $3.67B invested in Anaplan, Inc. in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 80 increasing their positions, 70 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $24.6M

14% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 70

9% less funds holding

Funds holding: 252230 (-22)

21% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 86

34% less capital invested

Capital invested by funds: $5.57B → $3.67B (-$1.91B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
230
Holders Change
-22
Holders Change %
-8.73%
% of All Funds
5.07%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.15%
New
68
Increased
80
Reduced
70
Closed
86
Calls
$45.7M
Puts
$24.6M
Net Calls
+$21.1M
Net Calls Change
-$41.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Palestra Capital Management
New York
$37.8M +$62.3M +1,250,000 New
SCM
27
Suvretta Capital Management
New York
$37M +$61M +1,224,172 New
State Street
28
State Street
Massachusetts
$35M +$163K +3,272 +0.3%
Goldman Sachs
29
Goldman Sachs
New York
$33.7M -$11.8M -237,000 -18%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$32M -$27.5M -550,985 -34%
Korea Investment Corp
31
Korea Investment Corp
South Korea
$30.9M +$50.9M +1,021,378 New
MC
32
Maplelane Capital
New York
$29.6M -$35.2M -705,474 -42%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$28M +$2.96M +59,320 +7%
Morgan Stanley
34
Morgan Stanley
New York
$25.4M -$417K -8,355 -1%
First Trust Advisors
35
First Trust Advisors
Illinois
$23.4M +$18.1M +362,358 +88%
Norges Bank
36
Norges Bank
Norway
$22.9M +$1.22M +24,467 +3%
American Century Companies
37
American Century Companies
Missouri
$22.5M +$37.1M +744,427 New
Westfield Capital Management
38
Westfield Capital Management
Massachusetts
$20.9M +$34M +681,220 +8,119%
DIG
39
Dragoneer Investment Group
California
$20.4M +$33.5M +672,586 New
Federated Hermes
40
Federated Hermes
Pennsylvania
$16.6M
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$15M +$16.8M +337,805 +216%
CG
42
Carmignac Gestion
France
$14.7M +$24.3M +486,310 New
Northern Trust
43
Northern Trust
Illinois
$14M +$1.38M +27,732 +6%
VEPM
44
Vista Equity Partners Management
California
$14M -$28.8M -577,330 -55%
PC
45
PointState Capital
New York
$13.6M +$14M +280,638 +165%
HAM
46
Honeycomb Asset Management
New York
$13.5M -$7.74M -155,257 -26%
Charles Schwab
47
Charles Schwab
California
$12.4M +$2.05M +41,202 +11%
OPERF
48
Oregon Public Employees Retirement Fund
Oregon
$12.2M +$8.77M +175,777 +78%
Deutsche Bank
49
Deutsche Bank
Germany
$11.1M +$9.07M +181,965 +98%
PI
50
Putnam Investments
Massachusetts
$11M +$18.1M +362,866 New

PLAN Hedge Fund Activity: Q1 2020 in Review

230 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2020, worth a combined $3.67B — down 34% from $5.57B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of PLAN and 68 opened new positions — a net loss of 18 holders — while 70 trimmed existing stakes and 80 added.

The largest buyer was Tiger Global Management, adding an estimated $230M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $81.7M sold.

  • 230 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2020, down from 252 in Q4 2019.
  • Funds reported $3.67B of Anaplan, Inc. stock for Q1 2020, down 34% quarter-over-quarter.
  • 68 funds opened new Anaplan, Inc. positions in Q1 2020 and 86 closed out, a net change of -18 holders.
  • The largest Anaplan, Inc. buyer in Q1 2020 was Tiger Global Management, an estimated $230M added.
  • The largest Anaplan, Inc. seller in Q1 2020 was William Blair Investment Management, an estimated $81.7M sold.

Based on aggregated 13F filings for Q1 2020.