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PLAN

Anaplan, Inc.

Delisted

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

204 hedge funds and large institutions have $4.18B invested in Anaplan, Inc. in 2019 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 68 increasing their positions, 23 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 23

266% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $21M

196% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 23

135% more capital invested

Capital invested by funds: $1.78B → $4.18B (+$2.4B)

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

62% more funds holding

Funds holding: 126204 (+78)

Holders
204
Holders Change
+78
Holders Change %
+61.9%
% of All Funds
4.43%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.26%
New
103
Increased
68
Reduced
23
Closed
23
Calls
$76.8M
Puts
$21M
Net Calls
+$55.8M
Net Calls Change
+$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
151
Meitav Investment House
Israel
$411K +$342K +8,280 New
MIM
152
MetLife Investment Management
New Jersey
$401K
PCM
153
Prelude Capital Management
New York
$372K +$305K +7,366 New
QSS
154
Quantitative Systematic Strategies
Florida
$358K +$294K +7,100 New
MA
155
MANA Advisors
New York
$351K +$288K +6,956 New
DC
156
Davenport & Co
Virginia
$347K +$284K +6,880 New
MIFH
157
Migdal Insurance & Financial Holdings
Israel
$322K +$263K +6,374 New
Dimensional Fund Advisors
158
Dimensional Fund Advisors
Texas
$319K +$3.76K +91 +1%
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$318K +$261K +6,305 New
OAM
160
Oxford Asset Management
United Kingdom
$304K +$249K +6,026 New
PIA
161
Piedmont Investment Advisors
North Carolina
$302K +$247K +5,986 New
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$292K
EGM
163
Engineers Gate Manager
New York
$273K +$223K +5,400 New
GCP
164
GSA Capital Partners
United Kingdom
$254K +$208K +5,029 New
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
$252K +$207K +5,002 New
BRWA
166
B. Riley Wealth Advisors
Florida
$243K +$198K +4,800 New
ASN
167
Advisory Services Network
Georgia
$222K +$140K +3,394 +339%
FCM
168
Flinton Capital Management
Pennsylvania
$220K +$114K +2,754 +172%
NIT
169
NumerixS Investment Technologies
British Columbia, Canada
$217K +$178K +4,308 New
Prudential Financial
170
Prudential Financial
New Jersey
$212K +$174K +4,210 New
WKWM
171
Walter & Keenan Wealth Management
Indiana
$204K +$167K +4,050 New
TAM
172
Tyers Asset Management
Texas
$181K +$93.8K +2,268 +172%
Simplex Trading
173
Simplex Trading
Illinois
$172K +$141K +3,421 New
NA
174
Neuburgh Advisers
California
$142K +$73.7K +1,782 +172%
Citigroup
175
Citigroup
New York
$137K -$78.8K -1,906 -41%

PLAN Hedge Fund Activity: Q2 2019 in Review

204 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q2 2019, worth a combined $4.18B — up 135% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new PLAN positions and 23 closed out — a net gain of 80 holders — while 68 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $237M. The largest seller was Salesforce Inc, exiting entirely with an estimated $117M sold.

  • 204 institutional investors held Anaplan, Inc. (PLAN) as of Q2 2019, up from 126 in Q1 2019.
  • Funds reported $4.18B of Anaplan, Inc. stock for Q2 2019, up 135% quarter-over-quarter.
  • 103 funds opened new Anaplan, Inc. positions in Q2 2019 and 23 closed out, a net change of +80 holders.
  • The largest Anaplan, Inc. buyer in Q2 2019 was Vanguard Group, an estimated $237M added.
  • The largest Anaplan, Inc. seller in Q2 2019 was Salesforce Inc, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2019.