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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
FCM
76
Fernbridge Capital Management
California
$11M +$4.71M +69,800 +52%
Macquarie Group
77
Macquarie Group
Australia
$10.9M -$10.3M -152,613 -43%
MAM
78
Melqart Asset Management
United Kingdom
$10.6M +$13.3M +196,676 New
CHCM
79
Columbus Hill Capital Management
New Jersey
$10.4M +$5.86M +86,828 +82%
CSS
80
Cubist Systematic Strategies
Connecticut
$9.9M +$2.22M +32,864 +22%
CA
81
Capitolis Advisors
New York
$9.31M
Dimensional Fund Advisors
82
Dimensional Fund Advisors
Texas
$9.18M +$556K +8,242 +5%
UBS AM
83
UBS AM
Illinois
$9.15M -$1.92M -28,422 -14%
Wells Fargo
84
Wells Fargo
California
$9.11M -$26.9M -399,293 -70%
Canada Life
85
Canada Life
Manitoba, Canada
$9.03M -$7.91M -117,225 -41%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$8.45M +$7.85M +116,413 +287%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$8.02M -$18.2K -270 -0.2%
CCM
88
Cinctive Capital Management
New York
$7.97M +$5.31M +78,774 +114%
Voloridge Investment Management
89
Voloridge Investment Management
Florida
$7.91M +$6.08M +90,102 +159%
OCM
90
Oribel Capital Management
New York
$7.56M -$5.21M -77,200 -35%
EAM
91
EULAV Asset Management
Florida
$7.52M
Mackenzie Financial
92
Mackenzie Financial
Ontario, Canada
$7.48M +$8.57M +127,146 +1,080%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$7.34M -$354K -5,256 -4%
AC
94
Armistice Capital
New York
$7.11M +$3.24M +48,000 +57%
JG
95
Jefferies Group
New York
$7.09M +$8.87M +131,592 New
Barclays
96
Barclays
United Kingdom
$6.92M -$83.3M -1,234,738 -91%
PPA
97
Parametric Portfolio Associates
Washington
$6.84M +$2.47M +36,650 +41%
Lord, Abbett & Co
98
Lord, Abbett & Co
New Jersey
$6.66M -$408K -6,046 -5%
Bank of America
99
Bank of America
North Carolina
$6.52M +$3.9M +57,771 +91%
Legal & General Group
100
Legal & General Group
United Kingdom
$6.03M +$157K +2,325 +2%

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.