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PLAN

Anaplan, Inc.

Delisted

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

327 hedge funds and large institutions have $9.89B invested in Anaplan, Inc. in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 127 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 30

94% more call options, than puts

Call options by funds: $147M | Put options by funds: $75.8M

41% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 90

19% more funds holding

Funds holding: 274327 (+53)

16% more capital invested

Capital invested by funds: $8.55B → $9.89B (+$1.33B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
327
Holders Change
+53
Holders Change %
+19.34%
% of All Funds
5.79%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
85
Increased
127
Reduced
90
Closed
30
Calls
$147M
Puts
$75.8M
Net Calls
+$71.1M
Net Calls Change
-$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$110M -$25.5M -392,031 -20%
BCPEMI
27
Bain Capital Public Equity Management II
Massachusetts
$108M -$3.21M -49,427 -3%
MCM
28
Melvin Capital Management
New York
$101M -$104M -1,600,000 -53%
Goldman Sachs
29
Goldman Sachs
New York
$100M +$6.88M +105,739 +8%
Barclays
30
Barclays
United Kingdom
$98M +$190K +2,918 +0.2%
First Trust Advisors
31
First Trust Advisors
Illinois
$95.7M +$29.7M +456,145 +52%
Tiger Global Management
32
Tiger Global Management
New York
$92M -$359M -5,520,036 -81%
Norges Bank
33
Norges Bank
Norway
$91.7M -$4.88M -75,000 -6%
Ameriprise
34
Ameriprise
Minnesota
$90.2M +$23.6M +362,213 +41%
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$85.6M +$76.6M +1,178,292 +8,733%
Federated Hermes
36
Federated Hermes
Pennsylvania
$76.4M +$4.12M +63,330 +6%
Invesco
37
Invesco
Georgia
$75.2M -$197K -3,024 -0.3%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$74.6M -$4.15M -63,829 -6%
EAM
39
Eagle Asset Management
Florida
$73.4M +$66.4M +1,021,256 New
JCAM
40
Jericho Capital Asset Management
New York
$67.8M +$61.3M +943,437 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$66.3M +$1.23M +18,955 +2%
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$66M +$3.3M +50,727 +6%
CTA
43
Carillon Tower Advisers
Florida
$61M +$55.2M +849,270 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$60M +$8.2M +126,060 +18%
MCAI
45
Meritech Capital Associates IV
California
$56.8M -$129M -1,981,620 -71%
Korea Investment Corp
46
Korea Investment Corp
South Korea
$53.5M -$13.1M -202,182 -21%
CS
47
Credit Suisse
Switzerland
$50.6M +$906K +13,928 +2%
Charles Schwab
48
Charles Schwab
California
$50.4M +$1.95M +29,931 +4%
HAM
49
Honeycomb Asset Management
New York
$50.3M +$22.8M +350,000 +100%
Northern Trust
50
Northern Trust
Illinois
$47.9M +$467K +7,183 +1%

PLAN Hedge Fund Activity: Q4 2020 in Review

327 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q4 2020, worth a combined $9.89B — up 16% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PLAN positions and 30 closed out — a net gain of 55 holders — while 127 added to existing stakes and 90 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $372M. The largest seller was Tiger Global Management, cutting an estimated $359M.

  • 327 institutional investors held Anaplan, Inc. (PLAN) as of Q4 2020, up from 274 in Q3 2020.
  • Funds reported $9.89B of Anaplan, Inc. stock for Q4 2020, up 16% quarter-over-quarter.
  • 85 funds opened new Anaplan, Inc. positions in Q4 2020 and 30 closed out, a net change of +55 holders.
  • The largest Anaplan, Inc. buyer in Q4 2020 was Morgan Stanley, an estimated $372M added.
  • The largest Anaplan, Inc. seller in Q4 2020 was Tiger Global Management, an estimated $359M sold.

Based on aggregated 13F filings for Q4 2020.