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PLAN

Anaplan, Inc.

Delisted

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

212 hedge funds and large institutions have $4.45B invested in Anaplan, Inc. in 2019 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $164M | Put options by funds: $46M

22% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 60

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $4.18B → $4.45B (+$270M)

4% more funds holding

Funds holding: 204212 (+8)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
212
Holders Change
+8
Holders Change %
+3.92%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
56
Increased
73
Reduced
60
Closed
48
Calls
$164M
Puts
$46M
Net Calls
+$118M
Net Calls Change
+$61.7M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$2.55M +$274K +5,040 +10%
KWILP
102
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.49M
PAM
103
Panagora Asset Management
Massachusetts
$2.46M -$1.46M -26,895 -34%
SCM
104
Segantii Capital Management
Hong Kong
$2.35M +$2.71M +50,000 New
EAM
105
EULAV Asset Management
Florida
$2.35M +$1.42M +26,200 +111%
N
106
Natixis
France
$2.23M +$2.58M +47,470 New
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.2M +$1.07M +19,680 +73%
PP
108
Paloma Partners
Connecticut
$2.1M +$2.42M +44,633 New
WMSA
109
Weiss Multi-Strategy Advisers
New York
$1.88M +$2.17M +40,000 New
Walleye Trading
110
Walleye Trading
New York
$1.79M +$159K +2,929 +8%
BC
111
Breakline Capital
New York
$1.72M -$5.11M -94,148 -72%
CCM
112
Coldstream Capital Management
Washington
$1.67M +$1.92M +35,456 New
BAMCO Inc
113
BAMCO Inc
New York
$1.63M -$2.63M -48,427 -58%
Group One Trading
114
Group One Trading
Illinois
$1.61M +$1.85M +34,172 New
William Blair & Company
115
William Blair & Company
Illinois
$1.56M -$10K -185 -0.6%
NIP
116
Nicholas Investment Partners
California
$1.55M +$1.79M +33,072 New
UBS Group
117
UBS Group
Switzerland
$1.49M -$3.99M -73,588 -70%
NCGI
118
Next Century Growth Investors
Minnesota
$1.46M -$757K -13,955 -31%
KCM
119
Kennedy Capital Management
Missouri
$1.43M -$1.64M -30,134 -50%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$1.37M -$184K -3,389 -10%
UBS AM
121
UBS AM
Illinois
$1.36M +$714K +13,150 +83%
Man Group
122
Man Group
United Kingdom
$1.19M -$996K -18,346 -42%
BBCM
123
Boardman Bay Capital Management
New York
$1.14M +$1.31M +24,179 New
VOYA Investment Management
124
VOYA Investment Management
Georgia
$1.08M +$17.5K +322 +1%
AB
125
Amalgamated Bank
New York
$980K +$149K +2,745 +15%

PLAN Hedge Fund Activity: Q3 2019 in Review

212 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2019, worth a combined $4.45B — up 6.5% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PLAN positions and 48 closed out — a net gain of 8 holders — while 73 added to existing stakes and 60 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $209M. The largest seller was Holocene Advisors, exiting entirely with an estimated $88.7M sold.

  • 212 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2019, up from 204 in Q2 2019.
  • Funds reported $4.45B of Anaplan, Inc. stock for Q3 2019, up 6.5% quarter-over-quarter.
  • 56 funds opened new Anaplan, Inc. positions in Q3 2019 and 48 closed out, a net change of +8 holders.
  • The largest Anaplan, Inc. buyer in Q3 2019 was Whale Rock Capital Management, an estimated $209M added.
  • The largest Anaplan, Inc. seller in Q3 2019 was Holocene Advisors, an estimated $88.7M sold.

Based on aggregated 13F filings for Q3 2019.