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PLAN

Anaplan, Inc.
PLAN

Delisted

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

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126 hedge funds and large institutions have $1.78B invested in Anaplan, Inc. in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more call options, than puts

Call options by funds: $7.78M | Put options by funds: $1.5M

183% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 18

51% more capital invested

Capital invested by funds: $1.18B → $1.78B (+$599M)

35% more funds holding

Funds holding: 93 → 126 (+33)

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
126
Holders Change
+33
Holders Change %
+35.48%
% of All Funds
2.73%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
51
Increased
29
Reduced
24
Closed
18
Calls
$7.78M
Puts
$1.5M
Net Calls
+$6.27M
Net Calls Change
+$6.18M

Top Buyers

Rank Fund Capital Flow
1
Alkeon Capital Management
Alkeon Capital Management
New York
+$18.5M
2
EPC
Emerson Point Capital
New York
+$14.8M
3
HCM
Hitchwood Capital Management
New York
+$13.5M
4
Morgan Stanley
Morgan Stanley
New York
+$12.5M
5
TG
TCW Group
California
+$6.25M

Top Sellers

Rank Fund Capital Flow
1
HCM
HMI Capital Management
California
-$23M
2
JP Morgan Chase
JP Morgan Chase
New York
-$13.4M
3
HAM
Honeycomb Asset Management
New York
-$11.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
5
BCPEM
Bain Capital Public Equity Management
Massachusetts
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
101
Tiverton Asset Management
Delaware
$189K – – –
Citigroup
102
Citigroup
New York
$182K -$4.21K -125 -3%
QT
103
Quantbot Technologies
New York
$116K +$99.9K +2,968 New
AG
104
Advisor Group
Arizona
$82K +$19K +565 +37%
CAM
105
Close Asset Management
United Kingdom
$79K +$67.3K +2,000 New
HFM
106
Harvest Fund Management
China
$77K +$66.1K +1,963 New
FCM
107
Flinton Capital Management
Pennsylvania
$63K – – –
HighTower Advisors
108
HighTower Advisors
Illinois
$61K +$52.2K +1,550 New
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$59K +$4.78K +142 +11%
AIP
110
Ameritas Investment Partners
Nebraska
$58K – – –
TAM
111
Tyers Asset Management
Texas
$52K – – –
NA
112
Neuburgh Advisers
California
$41K – – –
ASN
113
Advisory Services Network
Georgia
$39K +$33.7K +1,000 New
MCIM
114
Meadow Creek Investment Management
Georgia
$30K – – –
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$19K +$11.8K +350 New
CIAS
116
Capital Investment Advisory Services
North Carolina
$17K – – –
PCG
117
Private Capital Group
Connecticut
$10K -$8.42K -250 -50%
EWM
118
Edge Wealth Management
New York
$8K +$6.73K +200 New
CCA
119
Catalyst Capital Advisors
New York
$7K +$505 +15 +9%
MWNA
120
Marshall Wace North America
New York
$7K +$6.4K +190 New
CFGS
121
Concourse Financial Group Securities
Alabama
$5K +$4.48K +133 New
Parallax Volatility Advisers
122
Parallax Volatility Advisers
California
$3K +$2.36K +70 New
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$3K +$2.76K +82 New
WAM
124
Wealthspire Advisors (Maryland)
Maryland
$1K +$673 +20 New
HAM
125
Honeycomb Asset Management
New York
– -$11.9M -449,822 Closed
2 3 4
5
6

PLAN Hedge Fund Activity: Q1 2019 in Review

126 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2019, worth a combined $1.78B — up 51% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PLAN positions and 18 closed out — a net gain of 33 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Alkeon Capital Management, adding an estimated $18.5M. The largest seller was HMI Capital Management, cutting an estimated $23M.

  • 126 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2019, up from 93 in Q4 2018.
  • Funds reported $1.78B of Anaplan, Inc. stock for Q1 2019, up 51% quarter-over-quarter.
  • 51 funds opened new Anaplan, Inc. positions in Q1 2019 and 18 closed out, a net change of +33 holders.
  • The largest Anaplan, Inc. buyer in Q1 2019 was Alkeon Capital Management, an estimated $18.5M added.
  • The largest Anaplan, Inc. seller in Q1 2019 was HMI Capital Management, an estimated $23M sold.

Based on aggregated 13F filings for Q1 2019.