We are live on ! Find out more
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
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$37.7M -$11.9M -199,144 -24%
Alyeska Investment Group
52
Alyeska Investment Group
Illinois
$37M -$52.4M -879,953 -59%
Macquarie Group
53
Macquarie Group
Australia
$36.9M -$19.9K -335 -0.1%
SEI Investments
54
SEI Investments
Pennsylvania
$36.7M +$588K +9,881 +2%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$34.9M
Westfield Capital Management
56
Westfield Capital Management
Massachusetts
$34.3M +$33.5M +562,892 New
FCM
57
Fernbridge Capital Management
California
$33.4M +$3.33M +55,917 +11%
FAM
58
Fred Alger Management
New York
$31.7M +$12M +202,244 +64%
PAMP
59
Polar Asset Management Partners
Ontario, Canada
$30.1M -$6.67M -112,000 -18%
BTP
60
Bloom Tree Partners
New York
$26.8M +$6.65M +111,715 +34%
SSA
61
Schonfeld Strategic Advisors
New York
$24.1M +$23.6M +396,071 New
SIM
62
SRS Investment Management
New York
$23.1M -$59.1M -993,350 -72%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$21.1M +$601K +10,096 +3%
HLC
64
Hunt Lane Capital
New York
$18.3M -$4.46M -75,000 -20%
SBH
65
Segall Bryant & Hamill
Illinois
$17.8M +$358K +6,009 +2%
Swiss National Bank
66
Swiss National Bank
Switzerland
$17.5M +$357K +6,000 +2%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$17.4M -$6.37K -107 -0%
Marshall Wace
68
Marshall Wace
United Kingdom
$17.1M -$7.06M -118,559 -30%
William Blair Investment Management
69
William Blair Investment Management
Illinois
$16.9M -$218K -3,670 -1%
EVM
70
Eaton Vance Management
Massachusetts
$16.8M
JCM
71
JS Capital Management
New York
$16.7M -$2.46M -41,400 -13%
MAM
72
Melqart Asset Management
United Kingdom
$16M
Arrowstreet Capital
73
Arrowstreet Capital
Massachusetts
$15.2M +$1.36M +22,827 +10%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$14.5M -$1.06M -17,742 -7%
KA
75
Kerrisdale Advisers
Florida
$14.5M -$21.2M -355,703 -60%

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.