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PLAN

Anaplan, Inc.

Delisted

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

252 hedge funds and large institutions have $5.57B invested in Anaplan, Inc. in 2019 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $103M | Put options by funds: $40.5M

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

25% more capital invested

Capital invested by funds: $4.45B → $5.57B (+$1.12B)

19% more funds holding

Funds holding: 212252 (+40)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

Holders
252
Holders Change
+40
Holders Change %
+18.87%
% of All Funds
4.97%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
76
Increased
98
Reduced
64
Closed
30
Calls
$103M
Puts
$40.5M
Net Calls
+$62.6M
Net Calls Change
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
101
Macquarie Group
Australia
$4.66M +$899K +18,124 +26%
WT
102
Whittier Trust
California
$4.64M -$787K -15,859 -15%
FAM
103
Fred Alger Management
New York
$4.44M -$5.38M -108,428 -56%
RhumbLine Advisers
104
RhumbLine Advisers
Massachusetts
$4.38M +$136K +2,736 +3%
CS
105
Credit Suisse
Switzerland
$4.2M +$3.01M +60,590 +308%
SIM
106
Spark Investment Management
New York
$4.1M -$8.34M -168,037 -68%
Bank of America
107
Bank of America
North Carolina
$4.08M +$2.89M +58,254 +296%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$4.05M +$1.14M +23,000 +42%
OCM
109
Osterweis Capital Management
California
$3.9M +$3.69M +74,345 New
Balyasny Asset Management
110
Balyasny Asset Management
Illinois
$3.88M +$3.67M +74,024 New
Jane Street
111
Jane Street
New York
$3.72M +$2.58M +51,906 +273%
ECM
112
ExodusPoint Capital Management
New York
$3.65M -$2.95M -59,492 -46%
QT
113
Quantbot Technologies
New York
$3.52M +$595K +11,983 +22%
Bank of Nova Scotia
114
Bank of Nova Scotia
Ontario, Canada
$3.44M -$1.27M -25,502 -28%
GA
115
Greenspring Associates
Maryland
$3.31M -$514K -10,358 -14%
AIM
116
Artemis Investment Management
United Kingdom
$3.31M -$1.73M -34,950 -35%
MSE
117
MUFG Securities EMEA
United Kingdom
$3.17M +$3.01M +60,600 New
Public Sector Pension Investment Board (PSP Investments)
118
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.17M +$3.01M +60,600 New
WMSA
119
Weiss Multi-Strategy Advisers
New York
$3.14M +$992K +20,000 +50%
Neuberger Berman Group
120
Neuberger Berman Group
New York
$3.04M -$148K -2,974 -5%
ARTA
121
A.R.T. Advisors
New York
$2.92M +$2.02M +40,800 +274%
TI
122
Trexquant Investment
Connecticut
$2.81M +$2.66M +53,532 New
PAM
123
Panagora Asset Management
Massachusetts
$2.74M +$1.09K +22 +0%
William Blair & Company
124
William Blair & Company
Illinois
$2.73M +$942K +18,982 +57%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$2.58M +$2.44M +49,184 New

PLAN Hedge Fund Activity: Q4 2019 in Review

252 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q4 2019, worth a combined $5.57B — up 25% from $4.45B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PLAN positions and 30 closed out — a net gain of 46 holders — while 98 added to existing stakes and 64 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $252M. The largest seller was Coatue Management, cutting an estimated $184M.

  • 252 institutional investors held Anaplan, Inc. (PLAN) as of Q4 2019, up from 212 in Q3 2019.
  • Funds reported $5.57B of Anaplan, Inc. stock for Q4 2019, up 25% quarter-over-quarter.
  • 76 funds opened new Anaplan, Inc. positions in Q4 2019 and 30 closed out, a net change of +46 holders.
  • The largest Anaplan, Inc. buyer in Q4 2019 was T. Rowe Price Associates, an estimated $252M added.
  • The largest Anaplan, Inc. seller in Q4 2019 was Coatue Management, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2019.