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PLAN

Anaplan, Inc.

Delisted

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

274 hedge funds and large institutions have $8.55B invested in Anaplan, Inc. in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $178M | Put options by funds: $51M

44% more capital invested

Capital invested by funds: $5.94B → $8.55B (+$2.62B)

25% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 52

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

5% more funds holding

Funds holding: 261274 (+13)

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
5.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
65
Increased
96
Reduced
84
Closed
52
Calls
$178M
Puts
$51M
Net Calls
+$127M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Cadian Capital Management
New York
$99.2M +$5.67M +110,000 +7%
State Street
27
State Street
Massachusetts
$97.2M +$4.56M +88,451 +6%
BCPEMI
28
Bain Capital Public Equity Management II
Massachusetts
$97M -$28.2M -546,280 -26%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$88.7M +$15.6M +301,862 +27%
DCP
30
D1 Capital Partners
New York
$85.8M -$173M -3,355,974 -71%
Barclays
31
Barclays
United Kingdom
$85.1M -$23.8M -462,144 -25%
Norges Bank
32
Norges Bank
Norway
$84.5M -$615K -11,936 -0.9%
Goldman Sachs
33
Goldman Sachs
New York
$80.5M -$17.3M -336,592 -21%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$68.9M +$52.8M +1,024,278 +1,324%
Deutsche Bank
35
Deutsche Bank
Germany
$68.9M -$13.3M -257,778 -19%
Invesco
36
Invesco
Georgia
$65.7M -$1.89M -36,680 -3%
Federated Hermes
37
Federated Hermes
Pennsylvania
$62.6M
Wells Fargo
38
Wells Fargo
California
$60.9M -$16M -309,667 -24%
Korea Investment Corp
39
Korea Investment Corp
South Korea
$59.3M -$3.25M -63,100 -6%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$56.6M -$655K -12,700 -1%
Ameriprise
41
Ameriprise
Minnesota
$55.9M +$10.9M +211,912 +31%
First Trust Advisors
42
First Trust Advisors
Illinois
$54.8M +$11.7M +226,918 +35%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$54.3M +$12M +232,855 +37%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$44.4M +$11.6M +225,597 +47%
CS
45
Credit Suisse
Switzerland
$43.2M -$1.27M -24,725 -3%
Charles Schwab
46
Charles Schwab
California
$42.1M +$12.1M +233,821 +53%
Westfield Capital Management
47
Westfield Capital Management
Massachusetts
$41.4M -$494K -9,579 -1%
Northern Trust
48
Northern Trust
Illinois
$41.3M +$3.82M +74,215 +13%
SEI Investments
49
SEI Investments
Pennsylvania
$28.4M +$23.4M +453,605 New
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$28.2M +$3.65M +70,762 +19%

PLAN Hedge Fund Activity: Q3 2020 in Review

274 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2020, worth a combined $8.55B — up 44% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PLAN positions and 52 closed out — a net gain of 13 holders — while 96 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $189M. The largest seller was Viking Global Investors, exiting entirely with an estimated $260M sold.

  • 274 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2020, up from 261 in Q2 2020.
  • Funds reported $8.55B of Anaplan, Inc. stock for Q3 2020, up 44% quarter-over-quarter.
  • 65 funds opened new Anaplan, Inc. positions in Q3 2020 and 52 closed out, a net change of +13 holders.
  • The largest Anaplan, Inc. buyer in Q3 2020 was JP Morgan Chase, an estimated $189M added.
  • The largest Anaplan, Inc. seller in Q3 2020 was Viking Global Investors, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2020.