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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
SBH
76
Segall Bryant & Hamill
Illinois
$10.6M +$4.95M +96,139 +131%
Bank of Nova Scotia
77
Bank of Nova Scotia
Ontario, Canada
$10.4M -$4.68M -90,777 -35%
MSE
78
MUFG Securities EMEA
United Kingdom
$9.45M -$15.4M -299,000 -66%
CCI
79
Columbus Circle Investors
$9.4M +$7.74M +150,138 New
FCM
80
Frontier Capital Management
Massachusetts
$9.21M -$9.75M -189,110 -56%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$9.14M +$45.9K +890 +0.6%
Dimensional Fund Advisors
82
Dimensional Fund Advisors
Texas
$9.03M +$878K +17,031 +13%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$8.95M -$473K -9,170 -6%
TG
84
TCW Group
California
$8.79M -$1.51M -29,220 -17%
Lord, Abbett & Co
85
Lord, Abbett & Co
New Jersey
$8.25M -$461K -8,936 -6%
Legal & General Group
86
Legal & General Group
United Kingdom
$7.72M -$14.7K -285 -0.2%
MWNA
87
Marshall Wace North America
New York
$7.72M +$6.36M +123,436 New
EAM
88
EULAV Asset Management
Florida
$7.49M +$1.36M +26,449 +28%
OCM
89
Oribel Capital Management
New York
$6.89M +$5.67M +110,100 New
DCM
90
Discovery Capital Management
Connecticut
$6.32M +$447K +8,680 +9%
PP
91
PDT Partners
New York
$6.3M -$3.53M -68,453 -40%
Man Group
92
Man Group
United Kingdom
$5.94M -$4.26M -82,600 -47%
Voloridge Investment Management
93
Voloridge Investment Management
Florida
$5.68M +$4.68M +90,826 New
AC
94
Armistice Capital
New York
$5.51M +$4.54M +88,000 New
CHCM
95
Columbus Hill Capital Management
New Jersey
$5.29M +$4.36M +84,563 New
Group One Trading
96
Group One Trading
Illinois
$4.8M +$2.36M +45,782 +148%
PPA
97
Parametric Portfolio Associates
Washington
$4.71M +$148K +2,865 +4%
Jacobs Levy Equity Management
98
Jacobs Levy Equity Management
New Jersey
$4.59M +$377K +7,319 +11%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$4.52M +$10.6K +206 +0.3%
CCM
100
Cinctive Capital Management
New York
$4.43M +$760K +14,737 +26%

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.