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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
WCM Investment Management
76
WCM Investment Management
California
$12.9M -$2.81M -47,154 -18%
Wells Fargo
77
Wells Fargo
California
$12.8M -$1.61M -27,056 -11%
Dimensional Fund Advisors
78
Dimensional Fund Advisors
Texas
$12.6M +$2.55M +42,914 +26%
TIM
79
Thornburg Investment Management
New Mexico
$12.4M -$255K -4,288 -2%
Canada Life
80
Canada Life
Manitoba, Canada
$12.1M +$1.73M +29,002 +17%
DCM
81
Discovery Capital Management
Connecticut
$12M +$5.38M +90,381 +85%
NC
82
Nicholas Company
Wisconsin
$11.7M +$69.7K +1,170 +0.6%
UBS AM
83
UBS AM
Illinois
$11.6M +$68.3K +1,148 +0.6%
AQR Capital Management
84
AQR Capital Management
Connecticut
$11.6M -$4.3M -72,251 -28%
CHCM
85
Columbus Hill Capital Management
New Jersey
$11.4M
PPA
86
Parametric Portfolio Associates
Washington
$10.9M +$1.39M +23,429 +15%
Legal & General Group
87
Legal & General Group
United Kingdom
$10.9M +$1.71M +28,764 +19%
Nomura Holdings
88
Nomura Holdings
Japan
$10.5M +$8.62M +144,838 +579%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$10.2M -$10.5M -176,925 -51%
DM
90
Diker Management
New York
$9.13M +$8.93M +150,000 New
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$9.09M -$68.3K -1,148 -0.8%
Mackenzie Financial
92
Mackenzie Financial
Ontario, Canada
$8.66M +$131K +2,201 +2%
Two Sigma Investments
93
Two Sigma Investments
New York
$8M -$7.92M -133,082 -50%
RhumbLine Advisers
94
RhumbLine Advisers
Massachusetts
$7.97M -$28.8K -484 -0.4%
CA
95
Capitolis Advisors
New York
$7.53M
MCL
96
MIK Capital LP
New York
$7.38M +$7.21M +121,177 New
CS
97
Credit Suisse
Switzerland
$7.14M +$462K +7,756 +7%
CC
98
Cowbird Capital
New York
$7M -$17.9M -300,396 -72%
KC
99
KCL Capital
New York
$6.96M -$6.59M -110,700 -49%
TGCMU
100
Titan Global Capital Management USA
New York
$6.92M +$1.15M +19,388 +21%

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.