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PLAN

Anaplan, Inc.

Delisted

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

274 hedge funds and large institutions have $8.55B invested in Anaplan, Inc. in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $178M | Put options by funds: $51M

44% more capital invested

Capital invested by funds: $5.94B → $8.55B (+$2.62B)

25% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 52

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

5% more funds holding

Funds holding: 261274 (+13)

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
5.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
65
Increased
96
Reduced
84
Closed
52
Calls
$178M
Puts
$51M
Net Calls
+$127M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
101
Engineers Gate Manager
New York
$4.09M +$2.93M +56,842 +670%
WG
102
Winton Group
United Kingdom
$4.05M +$3.33M +64,652 New
Bank of America
103
Bank of America
North Carolina
$4M +$381K +7,396 +13%
Two Sigma Investments
104
Two Sigma Investments
New York
$3.97M +$1.27M +24,640 +64%
OSIA
105
O'Shares Investment Advisers
Massachusetts
$3.86M -$146K -2,827 -4%
MIFH
106
Migdal Insurance & Financial Holdings
Israel
$3.38M +$750K +14,557 +37%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.15M +$85.3K +1,656 +3%
NFAM
108
North Fourth Asset Management
New Jersey
$3.13M +$2.58M +50,000 New
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$3.12M -$989K -19,187 -28%
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$3.11M +$93.8K +1,820 +4%
William Blair & Company
111
William Blair & Company
Illinois
$2.95M -$551K -10,690 -18%
UBS Group
112
UBS Group
Switzerland
$2.93M -$2.25M -43,595 -48%
WT
113
Whittier Trust
California
$2.81M -$3.07M -59,494 -57%
Tudor Investment Corp
114
Tudor Investment Corp
Connecticut
$2.7M -$226K -4,393 -9%
Twin Tree Management
115
Twin Tree Management
Texas
$2.68M +$1.09M +21,189 +98%
SP
116
Sarasin & Partners
United Kingdom
$2.67M -$2.36M -45,833 -52%
MNG
117
Manning & Napier Group
New York
$2.35M -$113K -2,195 -6%
AC
118
Alexandria Capital
Virginia
$2.23M +$143K +2,775 +8%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$2.13M -$3.96M -76,805 -69%
Two Sigma Advisers
120
Two Sigma Advisers
New York
$2.12M -$13.3M -258,600 -88%
ASRS
121
Arizona State Retirement System
Arizona
$2.07M +$460K +8,935 +37%
CAM
122
ClariVest Asset Management
California
$2.05M -$39.2K -760 -2%
PI
123
PEAK6 Investments
Illinois
$2.02M -$15K -292 -0.9%
GI
124
GAMCO Investors
Connecticut
$1.95M +$1.6M +31,139 New
MAM
125
Melqart Asset Management
United Kingdom
$1.88M +$1.55M +30,000 New

PLAN Hedge Fund Activity: Q3 2020 in Review

274 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2020, worth a combined $8.55B — up 44% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PLAN positions and 52 closed out — a net gain of 13 holders — while 96 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $189M. The largest seller was Viking Global Investors, exiting entirely with an estimated $260M sold.

  • 274 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2020, up from 261 in Q2 2020.
  • Funds reported $8.55B of Anaplan, Inc. stock for Q3 2020, up 44% quarter-over-quarter.
  • 65 funds opened new Anaplan, Inc. positions in Q3 2020 and 52 closed out, a net change of +13 holders.
  • The largest Anaplan, Inc. buyer in Q3 2020 was JP Morgan Chase, an estimated $189M added.
  • The largest Anaplan, Inc. seller in Q3 2020 was Viking Global Investors, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2020.