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PLAN

Anaplan, Inc.

Delisted

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

212 hedge funds and large institutions have $4.45B invested in Anaplan, Inc. in 2019 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $164M | Put options by funds: $46M

22% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 60

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $4.18B → $4.45B (+$270M)

4% more funds holding

Funds holding: 204212 (+8)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
212
Holders Change
+8
Holders Change %
+3.92%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
56
Increased
73
Reduced
60
Closed
48
Calls
$164M
Puts
$46M
Net Calls
+$118M
Net Calls Change
+$61.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
151
NVWM LLC
Pennsylvania
$519K -$2.66K -49 -0.4%
Dimensional Fund Advisors
152
Dimensional Fund Advisors
Texas
$511K +$248K +4,561 +72%
BM
153
Brandywine Managers
Delaware
$508K
NIT
154
NumerixS Investment Technologies
British Columbia, Canada
$484K +$325K +5,992 +139%
Janus Henderson Group
155
Janus Henderson Group
United Kingdom
$472K +$546K +10,052 New
WC
156
Wexford Capital
Florida
$470K +$543K +10,000 New
MIFH
157
Migdal Insurance & Financial Holdings
Israel
$468K +$194K +3,578 +56%
SBH
158
Segall Bryant & Hamill
Illinois
$425K +$490K +9,026 New
DC
159
Davenport & Co
Virginia
$347K
Aberdeen Group
160
Aberdeen Group
United Kingdom
$346K +$399K +7,356 New
Simplex Trading
161
Simplex Trading
Illinois
$342K +$210K +3,875 +113%
VF
162
Virtu Financial
New York
$320K +$370K +6,815 New
FCM
163
Frontier Capital Management
Massachusetts
$317K -$6.95M -127,997 -95%
Los Angeles Capital Management
164
Los Angeles Capital Management
California
$311K -$168K -3,090 -32%
SCM
165
Stevens Capital Management
Pennsylvania
$310K +$358K +6,593 New
GC
166
Guggenheim Capital
Illinois
$304K +$351K +6,469 New
Cerity Partners
167
Cerity Partners
New York
$298K +$345K +6,350 New
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$290K +$21.1K +388 +7%
PIA
169
Piedmont Investment Advisors
North Carolina
$290K +$10.4K +192 +3%
MIH
170
Meitav Investment House
Israel
$285K -$135K -2,485 -30%
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$271K +$217K +3,998 +226%
CSS
172
Cubist Systematic Strategies
Connecticut
$249K -$1.19M -21,891 -81%
WTC
173
WhitTier Trust Company
Nevada
$247K +$223K +4,101 +355%
EMG
174
Ellington Management Group
Connecticut
$240K +$277K +5,100 New
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$235K -$15.4M -283,680 -98%

PLAN Hedge Fund Activity: Q3 2019 in Review

212 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2019, worth a combined $4.45B — up 6.5% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PLAN positions and 48 closed out — a net gain of 8 holders — while 73 added to existing stakes and 60 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $209M. The largest seller was Holocene Advisors, exiting entirely with an estimated $88.7M sold.

  • 212 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2019, up from 204 in Q2 2019.
  • Funds reported $4.45B of Anaplan, Inc. stock for Q3 2019, up 6.5% quarter-over-quarter.
  • 56 funds opened new Anaplan, Inc. positions in Q3 2019 and 48 closed out, a net change of +8 holders.
  • The largest Anaplan, Inc. buyer in Q3 2019 was Whale Rock Capital Management, an estimated $209M added.
  • The largest Anaplan, Inc. seller in Q3 2019 was Holocene Advisors, an estimated $88.7M sold.

Based on aggregated 13F filings for Q3 2019.