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PLAN

Anaplan, Inc.

Delisted

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

230 hedge funds and large institutions have $3.67B invested in Anaplan, Inc. in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 80 increasing their positions, 70 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $24.6M

14% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 70

9% less funds holding

Funds holding: 252230 (-22)

21% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 86

34% less capital invested

Capital invested by funds: $5.57B → $3.67B (-$1.91B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
230
Holders Change
-22
Holders Change %
-8.73%
% of All Funds
5.07%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.15%
New
68
Increased
80
Reduced
70
Closed
86
Calls
$45.7M
Puts
$24.6M
Net Calls
+$21.1M
Net Calls Change
-$41.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WMSA
126
Weiss Multi-Strategy Advisers
New York
$862K -$1.57M -31,500 -53%
Simplex Trading
127
Simplex Trading
Illinois
$860K -$115K -2,300 -7%
SIM
128
SRS Investment Management
New York
$855K +$1.41M +28,245 New
CC
129
Cipher Capital
New York
$815K +$1.34M +26,940 New
PAM
130
Panagora Asset Management
Massachusetts
$713K -$1.43M -28,750 -55%
ASRS
131
Arizona State Retirement System
Arizona
$702K +$1.16M +23,211 New
NA
132
NewEdge Advisors
Louisiana
$686K +$1.13M +22,668 New
AB
133
Amalgamated Bank
New York
$685K -$16.7K -334 -1%
SSA
134
Schonfeld Strategic Advisors
New York
$628K -$7.6M -152,343 -88%
AC
135
Alexandria Capital
Virginia
$584K +$90.4K +1,812 +10%
VRS
136
Virginia Retirement Systems
Virginia
$578K +$648K +13,000 +213%
PMAM
137
Picton Mahoney Asset Management
Ontario, Canada
$560K -$9.97K -200 -1%
OIS
138
Okabena Investment Services
Minnesota
$560K +$922K +18,498 New
Wolverine Trading
139
Wolverine Trading
Illinois
$557K +$843K +16,907 New
MIFH
140
Migdal Insurance & Financial Holdings
Israel
$538K +$387K +7,766 +78%
Bank Julius Baer & Co
141
Bank Julius Baer & Co
Switzerland
$532K +$876K +17,570 New
ACM
142
AlphaCrest Capital Management
New York
$532K +$877K +17,590 New
AA
143
Ancora Advisors
Ohio
$526K +$867K +17,379 New
AIL
144
AGF Investments LLC
Ontario, Canada
$520K +$851K +17,064 +14,968%
Osaic Holdings
145
Osaic Holdings
Arizona
$517K +$853K +17,112 New
Hudson Bay Capital Management
146
Hudson Bay Capital Management
Connecticut
$514K +$848K +17,000 New
MSL
147
Mackay Shields LLC
New York
$507K +$836K +16,771 New
Wellington Management Group
148
Wellington Management Group
Massachusetts
$495K +$200K +4,002 +32%
Axa
149
Axa
France
$487K +$185K +3,700 +30%
Canada Life
150
Canada Life
Manitoba, Canada
$467K +$290K +5,814 +61%

PLAN Hedge Fund Activity: Q1 2020 in Review

230 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2020, worth a combined $3.67B — down 34% from $5.57B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of PLAN and 68 opened new positions — a net loss of 18 holders — while 70 trimmed existing stakes and 80 added.

The largest buyer was Tiger Global Management, adding an estimated $230M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $81.7M sold.

  • 230 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2020, down from 252 in Q4 2019.
  • Funds reported $3.67B of Anaplan, Inc. stock for Q1 2020, down 34% quarter-over-quarter.
  • 68 funds opened new Anaplan, Inc. positions in Q1 2020 and 86 closed out, a net change of -18 holders.
  • The largest Anaplan, Inc. buyer in Q1 2020 was Tiger Global Management, an estimated $230M added.
  • The largest Anaplan, Inc. seller in Q1 2020 was William Blair Investment Management, an estimated $81.7M sold.

Based on aggregated 13F filings for Q1 2020.