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PLAN

Anaplan, Inc.

Delisted

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

304 hedge funds and large institutions have $7.27B invested in Anaplan, Inc. in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 104 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $30M

14% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 104

7% less funds holding

Funds holding: 327304 (-23)

26% less capital invested

Capital invested by funds: $9.89B → $7.27B (-$2.62B)

26% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 68

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
304
Holders Change
-23
Holders Change %
-7.03%
% of All Funds
5.34%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
50
Increased
119
Reduced
104
Closed
68
Calls
$76.8M
Puts
$30M
Net Calls
+$46.7M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BCPEMI
26
Bain Capital Public Equity Management II
Massachusetts
$80.8M
Ameriprise
27
Ameriprise
Minnesota
$75.7M +$10.2M +150,581 +12%
SIM
28
SRS Investment Management
New York
$73.9M -$31.6M -468,600 -25%
MWNA
29
Marshall Wace North America
New York
$73.5M +$88.8M +1,316,276 +2,738%
Tiger Global Management
30
Tiger Global Management
New York
$69M +$67 +1 +0%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$68.1M -$126M -1,864,758 -60%
Norges Bank
32
Norges Bank
Norway
$67.7M -$1.29M -19,184 -2%
Deutsche Bank
33
Deutsche Bank
Germany
$67.5M -$43.9M -650,608 -34%
JCAM
34
Jericho Capital Asset Management
New York
$61.2M +$13M +193,000 +20%
Goldman Sachs
35
Goldman Sachs
New York
$61M -$17.4M -257,997 -19%
EAM
36
Eagle Asset Management
Florida
$59.4M +$4.04M +59,869 +6%
Invesco
37
Invesco
Georgia
$56.3M -$120K -1,780 -0.2%
First Trust Advisors
38
First Trust Advisors
Illinois
$55.7M -$20M -297,193 -22%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$54.5M -$1.79M -26,493 -3%
Federated Hermes
40
Federated Hermes
Pennsylvania
$53.9M -$4.27M -63,330 -6%
NAMA
41
Nikko Asset Management Americas
New York
$53.1M +$43.9M +650,602 +194%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$53.1M +$43.9M +650,602 +194%
Millennium Management
43
Millennium Management
New York
$51.7M +$26.4M +392,007 +69%
PC
44
PointState Capital
New York
$50.6M +$25.6M +380,100 +68%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$48.5M -$1.51M -22,355 -2%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$46.5M -$3.66M -54,205 -6%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$45.5M +$57M +845,331 New
FAM
48
Fred Alger Management
New York
$44.3M +$46.3M +686,186 +501%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$41.5M -$4.4M -65,279 -8%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$41.3M +$9.24M +136,940 +22%

PLAN Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2021, worth a combined $7.27B — down 26% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PLAN and 50 opened new positions — a net loss of 18 holders — while 104 trimmed existing stakes and 119 added.

The largest buyer was Alkeon Capital Management, adding an estimated $176M. The largest seller was Coatue Management, cutting an estimated $198M.

  • 304 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2021, down from 327 in Q4 2020.
  • Funds reported $7.27B of Anaplan, Inc. stock for Q1 2021, down 26% quarter-over-quarter.
  • 50 funds opened new Anaplan, Inc. positions in Q1 2021 and 68 closed out, a net change of -18 holders.
  • The largest Anaplan, Inc. buyer in Q1 2021 was Alkeon Capital Management, an estimated $176M added.
  • The largest Anaplan, Inc. seller in Q1 2021 was Coatue Management, an estimated $198M sold.

Based on aggregated 13F filings for Q1 2021.