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PLAN

Anaplan, Inc.

Delisted

PLAN was delisted on the 21st of June, 2022.

335 hedge funds and large institutions have $8.98B invested in Anaplan, Inc. in 2022 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more funds holding in top 10

Funds holding in top 10: 732 (+25)

218% more call options, than puts

Call options by funds: $204M | Put options by funds: $64.3M

88% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 73

40% more capital invested

Capital invested by funds: $6.42B → $8.98B (+$2.56B)

22% more funds holding

Funds holding: 275335 (+60)

2% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 85

Holders
335
Holders Change
+60
Holders Change %
+21.82%
% of All Funds
5.28%
Holding in Top 10
32
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+357.14%
% of All Funds
0.5%
New
137
Increased
83
Reduced
85
Closed
73
Calls
$204M
Puts
$64.3M
Net Calls
+$140M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
76
Verition Fund Management
Connecticut
$18.5M +$13.9M +285,128 New
GF
77
Gabelli Funds
New York
$17.4M +$13M +267,700 New
FAM
78
Fred Alger Management
New York
$16.6M +$12.4M +255,408 New
Citigroup
79
Citigroup
New York
$16.6M +$8.33M +171,100 +205%
Deutsche Bank
80
Deutsche Bank
Germany
$16.5M -$35.3M -725,666 -74%
DCM
81
Dorsal Capital Management
California
$16.4M -$48.6M -997,243 -80%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$16.1M +$10.7M +218,805 +764%
California Public Employees Retirement System
83
California Public Employees Retirement System
California
$15.6M -$1.72M -35,237 -13%
SRC
84
Samson Rock Capital
United Kingdom
$15.6M +$11.7M +240,000 New
Arrowstreet Capital
85
Arrowstreet Capital
Massachusetts
$15.1M +$11.3M +232,155 New
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$14.9M -$4.22M -86,652 -27%
UBS AM
87
UBS AM
Illinois
$14.8M +$1.76M +36,160 +19%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$14.2M +$8.89M +182,485 +519%
DFO
89
Duquesne Family Office
New York
$13.7M +$10.3M +211,315 New
WCM Investment Management
90
WCM Investment Management
California
$13.6M -$10.5M -214,780 -51%
PPA
91
Parametric Portfolio Associates
Washington
$13.3M +$2.6M +53,299 +35%
AGC
92
Angelo Gordon & Co
New York
$13M +$9.74M +200,000 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
93
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13M +$9.74M +200,000 New
BHMP
94
Bardin Hill Management Partners
New York
$12.9M +$9.62M +197,571 New
SWM
95
Selective Wealth Management
Virginia
$12.8M -$112K -2,301 -1%
Capital Research Global Investors
96
Capital Research Global Investors
California
$12.7M -$35.7M -732,493 -79%
VI
97
Vestcor Inc
New Brunswick, Canada
$12.6M +$9.45M +194,000 New
PCM
98
Prelude Capital Management
New York
$12.5M +$9.33M +191,530 New
GCIA
99
Gabelli & Co Investment Advisers
New York
$12.4M +$9.26M +190,100 New
Legal & General Group
100
Legal & General Group
United Kingdom
$12M +$314K +6,446 +4%

PLAN Hedge Fund Activity: Q1 2022 in Review

335 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2022, worth a combined $8.98B — up 40% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new PLAN positions and 73 closed out — a net gain of 64 holders — while 83 added to existing stakes and 85 trimmed.

The largest buyer was HBK Investments, opening a new position worth an estimated $330M. The largest seller was UBS Group, cutting an estimated $213M.

  • 335 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2022, up from 275 in Q4 2021.
  • Funds reported $8.98B of Anaplan, Inc. stock for Q1 2022, up 40% quarter-over-quarter.
  • 137 funds opened new Anaplan, Inc. positions in Q1 2022 and 73 closed out, a net change of +64 holders.
  • The largest Anaplan, Inc. buyer in Q1 2022 was HBK Investments, an estimated $330M added.
  • The largest Anaplan, Inc. seller in Q1 2022 was UBS Group, an estimated $213M sold.

Based on aggregated 13F filings for Q1 2022.