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PLAN

Anaplan, Inc.

Delisted

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

304 hedge funds and large institutions have $7.27B invested in Anaplan, Inc. in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 104 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $30M

14% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 104

7% less funds holding

Funds holding: 327304 (-23)

26% less capital invested

Capital invested by funds: $9.89B → $7.27B (-$2.62B)

26% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 68

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
304
Holders Change
-23
Holders Change %
-7.03%
% of All Funds
5.34%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
50
Increased
119
Reduced
104
Closed
68
Calls
$76.8M
Puts
$30M
Net Calls
+$46.7M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$5.88M -$618K -9,168 -8%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$5.64M +$5.81M +86,106 +461%
CS
103
Credit Suisse
Switzerland
$5.57M -$40.6M -601,420 -85%
AACP
104
Advantage Alpha Capital Partners
California
$4.81M +$6.02M +89,256 New
DCM
105
Discovery Capital Management
Connecticut
$4.54M +$1.37M +20,266 +32%
TI
106
Trexquant Investment
Connecticut
$4.5M +$2.53M +37,512 +81%
TGCMU
107
Titan Global Capital Management USA
New York
$4.25M +$2.72M +40,380 +105%
PP
108
Paloma Partners
Connecticut
$4.12M +$2.81M +41,719 +120%
Nomura Holdings
109
Nomura Holdings
Japan
$4.05M -$19.3M -286,369 -79%
KC
110
KCL Capital
New York
$4.04M +$5.06M +75,000 New
FGIM
111
First Growth Investment Manager
California
$3.98M -$3.37K -50 -0.1%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.86M +$429K +6,358 +10%
Jacobs Levy Equity Management
113
Jacobs Levy Equity Management
New Jersey
$3.77M +$21.9K +324 +0.5%
William Blair & Company
114
William Blair & Company
Illinois
$3.71M +$3.08M +45,642 +197%
PP
115
PDT Partners
New York
$3.65M -$582K -8,629 -11%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$3.61M -$105K -1,554 -2%
FCM
117
Frontier Capital Management
Massachusetts
$3.44M -$938K -13,903 -18%
BAM
118
Blueshift Asset Management
New Jersey
$3.36M -$682K -10,116 -14%
TCM
119
Teza Capital Management
Illinois
$3.13M +$3.91M +58,041 New
BC
120
Breakline Capital
New York
$3.13M +$2.92M +43,235 +292%
Squarepoint
121
Squarepoint
New York
$2.95M -$10.5M -155,504 -74%
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$2.73M -$1.91M -28,381 -36%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$2.67M -$91K -1,350 -3%
SP
124
Sarasin & Partners
United Kingdom
$2.65M +$449K +6,652 +16%
WT
125
Whittier Trust
California
$2.64M

PLAN Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2021, worth a combined $7.27B — down 26% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PLAN and 50 opened new positions — a net loss of 18 holders — while 104 trimmed existing stakes and 119 added.

The largest buyer was Alkeon Capital Management, adding an estimated $176M. The largest seller was Coatue Management, cutting an estimated $198M.

  • 304 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2021, down from 327 in Q4 2020.
  • Funds reported $7.27B of Anaplan, Inc. stock for Q1 2021, down 26% quarter-over-quarter.
  • 50 funds opened new Anaplan, Inc. positions in Q1 2021 and 68 closed out, a net change of -18 holders.
  • The largest Anaplan, Inc. buyer in Q1 2021 was Alkeon Capital Management, an estimated $176M added.
  • The largest Anaplan, Inc. seller in Q1 2021 was Coatue Management, an estimated $198M sold.

Based on aggregated 13F filings for Q1 2021.