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PLAN

Anaplan, Inc.

Delisted

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

313 hedge funds and large institutions have $8.3B invested in Anaplan, Inc. in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 94 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more capital invested

Capital invested by funds: $7.09B → $8.3B (+$1.21B)

12% more call options, than puts

Call options by funds: $160M | Put options by funds: $143M

11% more funds holding

Funds holding: 282313 (+31)

18% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 115

Holders
313
Holders Change
+31
Holders Change %
+10.99%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
66
Increased
94
Reduced
115
Closed
32
Calls
$160M
Puts
$143M
Net Calls
+$17.3M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$99.7M -$35.9M -602,927 -27%
EAM
27
Eagle Asset Management
Florida
$97.9M -$668K -11,220 -0.7%
Deutsche Bank
28
Deutsche Bank
Germany
$91.8M +$1.29M +21,632 +1%
BCPEMI
29
Bain Capital Public Equity Management II
Massachusetts
$91.3M
Federated Hermes
30
Federated Hermes
Pennsylvania
$85.6M +$24.1M +405,300 +41%
Citadel Advisors
31
Citadel Advisors
Florida
$80.4M -$1.46M -24,588 -2%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$80.2M -$3.03M -50,870 -4%
Norges Bank
33
Norges Bank
Norway
$80.1M -$3.49M -58,591 -4%
Tiger Global Management
34
Tiger Global Management
New York
$78M
Goldman Sachs
35
Goldman Sachs
New York
$74.2M +$29.7M +498,589 +69%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$72.1M -$2.02M -33,923 -3%
N
37
Natixis
France
$69M -$47.8M -803,200 -41%
Invesco
38
Invesco
Georgia
$63.2M -$445K -7,472 -0.7%
DCM
39
Dorsal Capital Management
California
$60.9M +$59.5M +1,000,000 New
Millennium Management
40
Millennium Management
New York
$60.7M -$29.2M -490,838 -33%
AllianceBernstein
41
AllianceBernstein
Tennessee
$55.4M +$30.7M +515,441 +131%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$55.2M -$399K -6,700 -0.7%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$54M -$1.92M -32,240 -4%
JCM
44
Junto Capital Management
New York
$50.7M +$13.8M +232,321 +39%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$50.4M +$5.75M +96,514 +13%
Charles Schwab
46
Charles Schwab
California
$46.3M +$1.48M +24,885 +3%
Capital Research Global Investors
47
Capital Research Global Investors
California
$44.3M -$28.9M -485,360 -40%
CHP
48
Castle Hook Partners
New York
$43.3M +$42.3M +711,291 New
First Trust Advisors
49
First Trust Advisors
Illinois
$41.8M -$4.65M -78,070 -10%
Northern Trust
50
Northern Trust
Illinois
$39.5M -$2.32M -38,966 -6%

PLAN Hedge Fund Activity: Q3 2021 in Review

313 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2021, worth a combined $8.3B — up 17% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PLAN positions and 32 closed out — a net gain of 34 holders — while 94 added to existing stakes and 115 trimmed.

The largest buyer was Eminence Capital, opening a new position worth an estimated $161M. The largest seller was Fidelity Investments, cutting an estimated $137M.

  • 313 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2021, up from 282 in Q2 2021.
  • Funds reported $8.3B of Anaplan, Inc. stock for Q3 2021, up 17% quarter-over-quarter.
  • 66 funds opened new Anaplan, Inc. positions in Q3 2021 and 32 closed out, a net change of +34 holders.
  • The largest Anaplan, Inc. buyer in Q3 2021 was Eminence Capital, an estimated $161M added.
  • The largest Anaplan, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2021.