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PLAN

Anaplan, Inc.

Delisted

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

335 hedge funds and large institutions have $8.98B invested in Anaplan, Inc. in 2022 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more funds holding in top 10

Funds holding in top 10: 732 (+25)

218% more call options, than puts

Call options by funds: $204M | Put options by funds: $64.3M

88% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 73

40% more capital invested

Capital invested by funds: $6.42B → $8.98B (+$2.56B)

22% more funds holding

Funds holding: 275335 (+60)

2% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 85

Holders
335
Holders Change
+60
Holders Change %
+21.82%
% of All Funds
5.28%
Holding in Top 10
32
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+357.14%
% of All Funds
0.5%
New
137
Increased
83
Reduced
85
Closed
73
Calls
$204M
Puts
$64.3M
Net Calls
+$140M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
101
California State Teachers Retirement System (CalSTRS)
California
$11.9M -$684K -14,033 -7%
Capstone Investment Advisors
102
Capstone Investment Advisors
New York
$11M +$8.26M +169,532 New
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$10.7M +$7.17M +147,135 +849%
CS
104
Credit Suisse
Switzerland
$10.7M +$3.17M +64,985 +66%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$10.6M +$482K +9,904 +6%
SCM
106
Segantii Capital Management
Hong Kong
$10.4M +$7.79M +160,000 New
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$10.2M -$196K -4,030 -2%
AIMCA
108
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.1M +$7.55M +155,000 New
CS
109
Candriam SCA
Luxembourg
$9.68M +$7.25M +148,798 New
PAMP
110
Polar Asset Management Partners
Ontario, Canada
$9.49M -$27.2M -559,097 -79%
Canada Life
111
Canada Life
Manitoba, Canada
$9.36M -$2.83M -58,193 -29%
RhumbLine Advisers
112
RhumbLine Advisers
Massachusetts
$8.59M -$74.1K -1,521 -1%
Invesco
113
Invesco
Georgia
$8.42M -$437K -8,962 -6%
BSCM
114
Berry Street Capital Management
United Kingdom
$8.13M +$6.09M +125,000 New
BPGAM
115
BTG Pactual Global Asset Management
Bermuda
$7.81M +$5.85M +120,000 New
DAM
116
DLD Asset Management
New York
$7.81M +$5.85M +120,000 New
CC
117
Centiva Capital
New York
$7.68M +$5.36M +110,069 +1,374%
TI
118
Trexquant Investment
Connecticut
$7.6M +$5.69M +116,831 New
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.58M +$1.94M +39,904 +52%
KC
120
Kellner Capital
New York
$7.55M +$5.66M +116,100 New
E
121
Ergoteles
New York
$6.91M +$2.51M +51,586 +94%
Dimensional Fund Advisors
122
Dimensional Fund Advisors
Texas
$6.67M +$2.15M +44,209 +76%
SFI
123
Susquehanna Fundamental Investments
Pennsylvania
$6.67M +$2M +41,146 +67%
Ameriprise
124
Ameriprise
Minnesota
$6.66M +$2.23M +45,700 +81%
Squarepoint
125
Squarepoint
New York
$6.66M +$2.6M +53,323 +109%

PLAN Hedge Fund Activity: Q1 2022 in Review

335 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2022, worth a combined $8.98B — up 40% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new PLAN positions and 73 closed out — a net gain of 64 holders — while 83 added to existing stakes and 85 trimmed.

The largest buyer was HBK Investments, opening a new position worth an estimated $330M. The largest seller was UBS Group, cutting an estimated $213M.

  • 335 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2022, up from 275 in Q4 2021.
  • Funds reported $8.98B of Anaplan, Inc. stock for Q1 2022, up 40% quarter-over-quarter.
  • 137 funds opened new Anaplan, Inc. positions in Q1 2022 and 73 closed out, a net change of +64 holders.
  • The largest Anaplan, Inc. buyer in Q1 2022 was HBK Investments, an estimated $330M added.
  • The largest Anaplan, Inc. seller in Q1 2022 was UBS Group, an estimated $213M sold.

Based on aggregated 13F filings for Q1 2022.