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PLAN

Anaplan, Inc.

Delisted

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

261 hedge funds and large institutions have $5.94B invested in Anaplan, Inc. in 2020 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 102 increasing their positions, 59 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $92.3M | Put options by funds: $29.3M

73% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 59

69% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 45

62% more capital invested

Capital invested by funds: $3.67B → $5.94B (+$2.27B)

13% more funds holding

Funds holding: 230261 (+31)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
261
Holders Change
+31
Holders Change %
+13.48%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
76
Increased
102
Reduced
59
Closed
45
Calls
$92.3M
Puts
$29.3M
Net Calls
+$63.1M
Net Calls Change
+$42M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
26
State Street
Massachusetts
$66.4M +$12.9M +307,606 +27%
Norges Bank
27
Norges Bank
Norway
$61.7M +$25.3M +605,154 +80%
Deutsche Bank
28
Deutsche Bank
Germany
$61.5M +$41.5M +991,581 +270%
Wells Fargo
29
Wells Fargo
California
$58.1M -$7.41M -176,978 -12%
SCM
30
Suvretta Capital Management
New York
$51.4M -$3.8M -90,868 -7%
HCM
31
HMI Capital Management
California
$50.8M -$86.3M -2,060,000 -65%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$50.5M +$7.97M +190,256 +21%
Invesco
33
Invesco
Georgia
$49.2M -$25.1M -598,556 -36%
Korea Investment Corp
34
Korea Investment Corp
South Korea
$45.8M -$456K -10,900 -1%
Federated Hermes
35
Federated Hermes
Pennsylvania
$45.3M +$18.8M +450,000 +82%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$41.5M +$17.7M +422,054 +85%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$39M +$21.3M +508,181 +144%
MC
38
Maplelane Capital
New York
$36.3M -$7.45M -178,000 -18%
Morgan Stanley
39
Morgan Stanley
New York
$33.7M -$4.02M -96,057 -11%
CS
40
Credit Suisse
Switzerland
$32.4M +$23.1M +551,240 +335%
Ameriprise
41
Ameriprise
Minnesota
$30.9M +$25.4M +605,684 +803%
Westfield Capital Management
42
Westfield Capital Management
Massachusetts
$30.4M -$752K -17,956 -3%
First Trust Advisors
43
First Trust Advisors
Illinois
$29.4M -$5.23M -124,935 -16%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$28.7M +$12.3M +293,701 +86%
Northern Trust
45
Northern Trust
Illinois
$26.5M +$5.13M +122,513 +26%
VEPM
46
Vista Equity Partners Management
California
$25.9M +$4.52M +107,945 +23%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$21.9M +$7.47M +178,292 +58%
MSE
48
MUFG Securities EMEA
United Kingdom
$20.4M +$18.8M +450,000 New
WRF
49
Waddell & Reed Financial
Kansas
$20.3M +$18.7M +447,180 New
Charles Schwab
50
Charles Schwab
California
$19.9M +$1.23M +29,262 +7%

PLAN Hedge Fund Activity: Q2 2020 in Review

261 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q2 2020, worth a combined $5.94B — up 62% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PLAN positions and 45 closed out — a net gain of 31 holders — while 102 added to existing stakes and 59 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $236M. The largest seller was JP Morgan Chase, cutting an estimated $115M.

  • 261 institutional investors held Anaplan, Inc. (PLAN) as of Q2 2020, up from 230 in Q1 2020.
  • Funds reported $5.94B of Anaplan, Inc. stock for Q2 2020, up 62% quarter-over-quarter.
  • 76 funds opened new Anaplan, Inc. positions in Q2 2020 and 45 closed out, a net change of +31 holders.
  • The largest Anaplan, Inc. buyer in Q2 2020 was Viking Global Investors, an estimated $236M added.
  • The largest Anaplan, Inc. seller in Q2 2020 was JP Morgan Chase, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2020.