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PLAN

Anaplan, Inc.

Delisted

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

313 hedge funds and large institutions have $8.3B invested in Anaplan, Inc. in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 94 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more capital invested

Capital invested by funds: $7.09B → $8.3B (+$1.21B)

12% more call options, than puts

Call options by funds: $160M | Put options by funds: $143M

11% more funds holding

Funds holding: 282313 (+31)

18% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 115

Holders
313
Holders Change
+31
Holders Change %
+10.99%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
66
Increased
94
Reduced
115
Closed
32
Calls
$160M
Puts
$143M
Net Calls
+$17.3M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AACP
126
Advantage Alpha Capital Partners
California
$3.95M -$464K -7,787 -11%
Ameriprise
127
Ameriprise
Minnesota
$3.77M -$1.02M -17,059 -22%
Man Group
128
Man Group
United Kingdom
$3.68M +$3.59M +60,380 New
Two Sigma Advisers
129
Two Sigma Advisers
New York
$3.59M -$8.92M -149,800 -72%
SP
130
Sarasin & Partners
United Kingdom
$3.47M
CCM
131
Cinctive Capital Management
New York
$3.3M -$21M -353,105 -87%
HT
132
HAP Trading
New York
$3.1M +$3.03M +50,920 New
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$3.08M +$102K +1,709 +3%
Bank of America
134
Bank of America
North Carolina
$3.07M +$810K +13,604 +37%
AC
135
Alexandria Capital
Virginia
$3.04M +$104K +1,743 +4%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$3.02M -$3.11M -52,172 -51%
JG
137
Jefferies Group
New York
$2.77M -$3.24M -54,489 -54%
CA
138
Cambridge Associates
Massachusetts
$2.76M +$2.69M +45,263 New
LOAMU
139
Lombard Odier Asset Management (USA)
New York
$2.74M +$2.68M +45,000 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
140
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.6M +$2.54M +42,669 New
WT
141
Whittier Trust
California
$2.53M
Holocene Advisors
142
Holocene Advisors
New York
$2.46M -$2.03M -34,147 -46%
UBS Group
143
UBS Group
Switzerland
$2.33M -$2.73M -45,829 -55%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$2.33M +$1.31M +21,925 +135%
BC
145
Breakline Capital
New York
$2.24M +$2.19M +36,835 New
MC
146
Maverick Capital
Texas
$2.18M +$1.36M +22,860 +177%
ASRS
147
Arizona State Retirement System
Arizona
$2.16M +$43.6K +732 +2%
FCM
148
Frontier Capital Management
Massachusetts
$2.12M +$2.07M +34,849 New
SCMU
149
Steadfast Capital Management (UK)
United Kingdom
$2.12M +$2.07M +34,794 New
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$2.11M +$102K +1,717 +5%

PLAN Hedge Fund Activity: Q3 2021 in Review

313 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2021, worth a combined $8.3B — up 17% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PLAN positions and 32 closed out — a net gain of 34 holders — while 94 added to existing stakes and 115 trimmed.

The largest buyer was Eminence Capital, opening a new position worth an estimated $161M. The largest seller was Fidelity Investments, cutting an estimated $137M.

  • 313 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2021, up from 282 in Q2 2021.
  • Funds reported $8.3B of Anaplan, Inc. stock for Q3 2021, up 17% quarter-over-quarter.
  • 66 funds opened new Anaplan, Inc. positions in Q3 2021 and 32 closed out, a net change of +34 holders.
  • The largest Anaplan, Inc. buyer in Q3 2021 was Eminence Capital, an estimated $161M added.
  • The largest Anaplan, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2021.