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PLAN

Anaplan, Inc.

Delisted

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

204 hedge funds and large institutions have $4.18B invested in Anaplan, Inc. in 2019 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 68 increasing their positions, 23 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 23

266% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $21M

196% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 23

135% more capital invested

Capital invested by funds: $1.78B → $4.18B (+$2.4B)

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

62% more funds holding

Funds holding: 126204 (+78)

Holders
204
Holders Change
+78
Holders Change %
+61.9%
% of All Funds
4.43%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.26%
New
103
Increased
68
Reduced
23
Closed
23
Calls
$76.8M
Puts
$21M
Net Calls
+$55.8M
Net Calls Change
+$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
Moore Capital Management
New York
$13.1M +$10.7M +260,000 New
Northern Trust
52
Northern Trust
Illinois
$12.4M -$70.6K -1,709 -0.7%
GGHC
53
Gilder Gagnon Howe & Co
New York
$11.7M +$9.4M +227,333 +4,688%
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$11.2M +$8.66M +209,458 +1,593%
NFAM
55
North Fourth Asset Management
New Jersey
$11M +$9.01M +218,028 New
KIP
56
Kayak Investment Partners
California
$10.5M +$5M +120,943 +138%
CCI
57
Columbus Circle Investors
$10.4M +$8.52M +206,084 New
ZDA
58
Zweig-DiMenna Associates
New York
$9.53M +$7.8M +188,789 New
Bank of New York Mellon
59
Bank of New York Mellon
New York
$8.96M +$4.04M +97,608 +122%
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$8.69M +$7.12M +172,261 New
Deutsche Bank
61
Deutsche Bank
Germany
$8.68M +$5.9M +142,766 +490%
FAM
62
Fred Alger Management
New York
$8.54M +$6.99M +169,193 New
RJA
63
Raymond James & Associates
Florida
$8.23M +$4.52M +109,315 +203%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$8.19M +$5.42M +131,060 +420%
Sands Capital Management
65
Sands Capital Management
Virginia
$8.07M -$51.3M -1,240,701 -89%
Principal Financial Group
66
Principal Financial Group
Iowa
$7.64M +$621K +15,027 +11%
DCM
67
Driehaus Capital Management
Illinois
$7.44M +$6.1M +147,488 New
QC
68
Quadrature Capital
United Kingdom
$7.02M +$5.45M +131,769 +1,754%
FCM
69
Frontier Capital Management
Massachusetts
$6.8M -$6.51M -157,384 -54%
PC
70
Polar Capital
United Kingdom
$6.75M -$912K -22,070 -14%
LCG
71
Lisanti Capital Growth
New York
$6.6M +$989K +23,920 +22%
BC
72
Breakline Capital
New York
$6.6M +$3.82M +92,316 +240%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$6.58M +$4.25M +102,913 +374%
VU
74
Vanderbilt University
Tennessee
$6.44M +$5.27M +127,520 New
CM
75
Castleark Management
Illinois
$6.1M +$5M +120,935 New

PLAN Hedge Fund Activity: Q2 2019 in Review

204 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q2 2019, worth a combined $4.18B — up 135% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new PLAN positions and 23 closed out — a net gain of 80 holders — while 68 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $237M. The largest seller was Salesforce Inc, exiting entirely with an estimated $117M sold.

  • 204 institutional investors held Anaplan, Inc. (PLAN) as of Q2 2019, up from 126 in Q1 2019.
  • Funds reported $4.18B of Anaplan, Inc. stock for Q2 2019, up 135% quarter-over-quarter.
  • 103 funds opened new Anaplan, Inc. positions in Q2 2019 and 23 closed out, a net change of +80 holders.
  • The largest Anaplan, Inc. buyer in Q2 2019 was Vanguard Group, an estimated $237M added.
  • The largest Anaplan, Inc. seller in Q2 2019 was Salesforce Inc, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2019.