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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
Principal Financial Group
51
Principal Financial Group
Iowa
$39.6M +$48M +711,697 +2,936%
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
$39.3M +$18.4M +272,939 +60%
Charles Schwab
53
Charles Schwab
California
$37.9M +$97.6K +1,447 +0.2%
Korea Investment Corp
54
Korea Investment Corp
South Korea
$36.9M -$4.07M -60,304 -8%
Northern Trust
55
Northern Trust
Illinois
$36.6M +$821K +12,171 +2%
Bank of Nova Scotia
56
Bank of Nova Scotia
Ontario, Canada
$35.1M +$12.2M +180,534 +38%
KA
57
Kerrisdale Advisers
Florida
$31.7M +$39.7M +588,170 New
SEI Investments
58
SEI Investments
Pennsylvania
$31.5M +$10.1M +150,169 +35%
Renaissance Technologies
59
Renaissance Technologies
New York
$28.5M +$35.7M +528,700 New
JCM
60
Junto Capital Management
New York
$25.9M +$32.4M +480,518 New
JCM
61
JS Capital Management
New York
$25.3M +$3.37M +50,000 +12%
Holocene Advisors
62
Holocene Advisors
New York
$24.9M +$30.8M +457,263 +8,378%
WRF
63
Waddell & Reed Financial
Kansas
$24.1M +$18.5K +275 +0.1%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$23M -$12.8M -189,186 -31%
CC
65
Cowbird Capital
New York
$22.4M +$10.2M +151,218 +57%
Jane Street
66
Jane Street
New York
$17M +$6.2M +91,873 +41%
Citigroup
67
Citigroup
New York
$16.5M -$418K -6,194 -2%
William Blair Investment Management
68
William Blair Investment Management
Illinois
$15.9M +$19.9M +294,929 New
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$15.3M -$744K -11,026 -4%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$15.1M +$2.85M +42,297 +18%
EVM
71
Eaton Vance Management
Massachusetts
$14.9M +$94.8K +1,405 +0.5%
Swiss National Bank
72
Swiss National Bank
Switzerland
$13.8M +$452K +6,700 +3%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$13.7M +$162K +2,400 +1%
SBH
74
Segall Bryant & Hamill
Illinois
$12.1M +$975K +14,460 +7%
SSA
75
Schonfeld Strategic Advisors
New York
$11.2M +$10.5M +155,900 +302%

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.