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PLAN

Anaplan, Inc.

Delisted

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

274 hedge funds and large institutions have $8.55B invested in Anaplan, Inc. in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $178M | Put options by funds: $51M

44% more capital invested

Capital invested by funds: $5.94B → $8.55B (+$2.62B)

25% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 52

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

5% more funds holding

Funds holding: 261274 (+13)

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
5.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
65
Increased
96
Reduced
84
Closed
52
Calls
$178M
Puts
$51M
Net Calls
+$127M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
51
Waddell & Reed Financial
Kansas
$28M -$3.56K -69 -0%
MC
52
Maplelane Capital
New York
$24.7M -$20.9M -406,001 -51%
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$24.7M +$15.4M +298,770 +312%
HAM
54
Honeycomb Asset Management
New York
$21.9M +$7.58M +146,988 +72%
JCM
55
JS Capital Management
New York
$21M +$17.3M +335,000 New
CC
56
Cowbird Capital
New York
$20.5M -$1.36M -26,325 -7%
DP
57
DSAM Partners
United Kingdom
$19.1M +$15.7M +304,914 New
TAM
58
Telemark Asset Management
Massachusetts
$18.8M +$15.5M +300,000 New
Morgan Stanley
59
Morgan Stanley
New York
$18.7M -$22.9M -444,640 -60%
EVM
60
Eaton Vance Management
Massachusetts
$17.2M +$10.7M +206,911 +302%
OPERF
61
Oregon Public Employees Retirement Fund
Oregon
$17.1M -$6.6M -128,045 -32%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$17.1M +$405K +7,863 +3%
Macquarie Group
63
Macquarie Group
Australia
$17M +$13.8M +267,842 +6,046%
Swiss National Bank
64
Swiss National Bank
Switzerland
$15.5M +$500K +9,700 +4%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$15.5M +$3.93M +76,255 +44%
Nomura Holdings
66
Nomura Holdings
Japan
$15.4M +$810K +15,719 +7%
GF
67
Gabelli Funds
New York
$15.1M +$12.5M +242,000 New
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$15.1M +$896K +17,390 +8%
Jane Street
69
Jane Street
New York
$14.8M -$4.15M -80,615 -25%
VEPM
70
Vista Equity Partners Management
California
$14.8M -$17.3M -334,922 -59%
KWILP
71
Kiwi Wealth Investments Limited Partnership
New Zealand
$13.1M +$9.53M +184,972 +780%
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$12.3M +$10.1M +196,173 New
NAMA
73
Nikko Asset Management Americas
New York
$12.2M +$10.3M +200,279 New
Canada Life
74
Canada Life
Manitoba, Canada
$12M +$3.2M +62,120 +48%
UBS AM
75
UBS AM
Illinois
$11.8M +$231K +4,487 +2%

PLAN Hedge Fund Activity: Q3 2020 in Review

274 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2020, worth a combined $8.55B — up 44% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PLAN positions and 52 closed out — a net gain of 13 holders — while 96 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $189M. The largest seller was Viking Global Investors, exiting entirely with an estimated $260M sold.

  • 274 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2020, up from 261 in Q2 2020.
  • Funds reported $8.55B of Anaplan, Inc. stock for Q3 2020, up 44% quarter-over-quarter.
  • 65 funds opened new Anaplan, Inc. positions in Q3 2020 and 52 closed out, a net change of +13 holders.
  • The largest Anaplan, Inc. buyer in Q3 2020 was JP Morgan Chase, an estimated $189M added.
  • The largest Anaplan, Inc. seller in Q3 2020 was Viking Global Investors, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2020.