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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
LOAMU
76
Lombard Odier Asset Management (USA)
New York
$4.54M +$2.49M +50,000 +50%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$4.45M -$6.02M -120,762 -45%
Legal & General Group
78
Legal & General Group
United Kingdom
$4.16M +$174K +3,483 +3%
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$3.79M +$3.79M +76,052 +155%
Viking Global Investors
80
Viking Global Investors
Connecticut
$3.53M -$46.2M -927,168 -89%
UBS AM
81
UBS AM
Illinois
$3.52M +$272K +5,460 +5%
FCM
82
Frontier Capital Management
Massachusetts
$3.49M +$5.41M +108,526 +1,608%
AAP
83
Ardsley Advisory Partners
Connecticut
$3.34M -$5.76M -115,500 -51%
AQR Capital Management
84
AQR Capital Management
Connecticut
$3.21M +$5.29M +106,170 New
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$3.05M +$1.17M +23,490 +30%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$3.02M +$3.99M +80,100 +405%
Squarepoint
87
Squarepoint
New York
$2.9M +$2.35M +47,049 +97%
WT
88
Whittier Trust
California
$2.88M +$328K +6,573 +7%
EAM
89
EULAV Asset Management
Florida
$2.82M
Man Group
90
Man Group
United Kingdom
$2.75M +$3.14M +62,932 +224%
Dimensional Fund Advisors
91
Dimensional Fund Advisors
Texas
$2.72M +$3.69M +74,044 +470%
Marshall Wace
92
Marshall Wace
United Kingdom
$2.65M +$3.88M +77,763 +783%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$2.59M +$104K +2,092 +3%
Lord, Abbett & Co
94
Lord, Abbett & Co
New Jersey
$2.49M -$29.2M -585,469 -88%
Ameriprise
95
Ameriprise
Minnesota
$2.28M -$961K -19,262 -20%
GIPM
96
G2 Investment Partners Management
New York
$2.12M +$3.49M +70,000 New
EVM
97
Eaton Vance Management
Massachusetts
$2.07M +$2.76M +55,250 +418%
PPA
98
Parametric Portfolio Associates
Washington
$2.04M -$1.81M -36,272 -35%
MCCP
99
Mission Creek Capital Partners
California
$2.02M -$2.8M -56,176 -46%
AI
100
Atom Investors
Texas
$1.82M +$2.99M +60,000 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.