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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
Squarepoint
126
Squarepoint
New York
$2.55M +$1.46M +29,357 +152%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$2.46M +$882K +17,779 +61%
PCM
128
Pinz Capital Management
New York
$2.3M +$2.18M +43,900 New
CSS
129
Cubist Systematic Strategies
Connecticut
$2.27M +$1.89M +38,114 +721%
EPC
130
Emerson Point Capital
New York
$2.22M -$12.1M -244,749 -85%
TC
131
TwinBeech Capital
New York
$2.1M +$1.98M +39,982 New
LCG
132
Lisanti Capital Growth
New York
$2.07M -$1.75M -35,182 -47%
BAMCO Inc
133
BAMCO Inc
New York
$2M +$181K +3,640 +11%
KWILP
134
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.99M -$748K -15,084 -28%
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$1.85M +$1.47M +29,538 +512%
JRP
136
Jasper Ridge Partners
California
$1.83M +$778K +15,673 +81%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$1.65M +$417K +8,411 +37%
Simplex Trading
138
Simplex Trading
Illinois
$1.61M +$1.16M +23,425 +321%
KCM
139
Kennedy Capital Management
Missouri
$1.58M -$12.2K -246 -0.8%
AIM
140
Aigen Investment Management
New York
$1.56M +$1.48M +29,737 New
CAM
141
ClariVest Asset Management
California
$1.53M +$1.45M +29,200 New
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.52M -$884K -17,816 -38%
CWM
143
CIBC World Markets
New York
$1.5M +$1.42M +28,700 New
Man Group
144
Man Group
United Kingdom
$1.47M +$139K +2,810 +11%
SPM
145
Symmetry Peak Management
Pennsylvania
$1.28M +$1.22M +24,500 New
AB
146
Amalgamated Bank
New York
$1.2M +$105K +2,111 +10%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$1.08M +$29.3K +590 +3%
Mitsubishi UFJ Asset Management
148
Mitsubishi UFJ Asset Management
Japan
$1.08M +$982K +19,800 New
BM
149
Brandywine Managers
Delaware
$1.06M +$470K +9,478 +88%
JCM
150
JS Capital Management
New York
$1.05M +$992K +20,000 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.