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PLAN

Anaplan, Inc.

Delisted

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

230 hedge funds and large institutions have $3.67B invested in Anaplan, Inc. in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 80 increasing their positions, 70 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $24.6M

14% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 70

9% less funds holding

Funds holding: 252230 (-22)

21% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 86

34% less capital invested

Capital invested by funds: $5.57B → $3.67B (-$1.91B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
230
Holders Change
-22
Holders Change %
-8.73%
% of All Funds
5.07%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.15%
New
68
Increased
80
Reduced
70
Closed
86
Calls
$45.7M
Puts
$24.6M
Net Calls
+$21.1M
Net Calls Change
-$41.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
51
Neuberger Berman Group
New York
$10.7M +$14.7M +295,500 +509%
Citigroup
52
Citigroup
New York
$10.4M +$16.5M +330,054 +2,178%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$10.3M -$885K -17,750 -5%
Millennium Management
54
Millennium Management
New York
$9.57M +$10.3M +207,035 +190%
MAM
55
Myriad Asset Management
Hong Kong
$9.3M +$15.3M +307,400 New
Bank of New York Mellon
56
Bank of New York Mellon
New York
$9.25M -$171K -3,420 -1%
TI
57
Think Investments
California
$9.2M +$15.2M +304,000 New
UBS Group
58
UBS Group
Switzerland
$9.06M -$2.46M -49,401 -14%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$8.48M -$58M -1,162,400 -81%
SM
60
SCGE Management
California
$7.57M +$12.5M +250,000 New
TCP
61
ThornTree Capital Partners
Massachusetts
$7.55M +$12.4M +249,561 New
PP
62
PDT Partners
New York
$7.21M +$2.98M +59,700 +33%
CC
63
Cowbird Capital
New York
$6.83M +$11.3M +225,709 New
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$6.82M -$6.72M -134,798 -37%
KIP
65
Kayak Investment Partners
California
$6.76M -$1.4M -28,082 -11%
Nomura Holdings
66
Nomura Holdings
Japan
$6.33M +$1.41M +28,282 +16%
Swiss National Bank
67
Swiss National Bank
Switzerland
$5.8M +$125K +2,500 +1%
Barclays
68
Barclays
United Kingdom
$5.75M -$3.3M -66,140 -26%
GGHC
69
Gilder Gagnon Howe & Co
New York
$5.61M -$4.62M -92,643 -33%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$5.4M -$84.8K -1,700 -0.9%
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$5.3M +$5.05M +101,257 +137%
DFO
72
Duquesne Family Office
New York
$5.17M -$4.59M -92,086 -35%
TG
73
TCW Group
California
$5.14M -$830K -16,650 -9%
CS
74
Credit Suisse
Switzerland
$4.97M +$4.2M +84,167 +105%
AAMU
75
Amundi Asset Management US
Massachusetts
$4.74M +$7.82M +156,749 New

PLAN Hedge Fund Activity: Q1 2020 in Review

230 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2020, worth a combined $3.67B — down 34% from $5.57B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of PLAN and 68 opened new positions — a net loss of 18 holders — while 70 trimmed existing stakes and 80 added.

The largest buyer was Tiger Global Management, adding an estimated $230M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $81.7M sold.

  • 230 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2020, down from 252 in Q4 2019.
  • Funds reported $3.67B of Anaplan, Inc. stock for Q1 2020, down 34% quarter-over-quarter.
  • 68 funds opened new Anaplan, Inc. positions in Q1 2020 and 86 closed out, a net change of -18 holders.
  • The largest Anaplan, Inc. buyer in Q1 2020 was Tiger Global Management, an estimated $230M added.
  • The largest Anaplan, Inc. seller in Q1 2020 was William Blair Investment Management, an estimated $81.7M sold.

Based on aggregated 13F filings for Q1 2020.