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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
B
151
Bailard
California
$1.03M +$979K +19,725 New
PMAM
152
Picton Mahoney Asset Management
Ontario, Canada
$979K +$928K +18,700 New
Principal Financial Group
153
Principal Financial Group
Iowa
$922K +$110K +2,209 +14%
AC
154
Alexandria Capital
Virginia
$916K +$867K +17,480 New
NIP
155
Nicholas Investment Partners
California
$899K -$790K -15,917 -48%
QSS
156
Quantitative Systematic Strategies
Florida
$895K +$847K +17,080 New
SC
157
Slow Capital
California
$849K +$190K +3,836 +31%
SBH
158
Segall Bryant & Hamill
Illinois
$842K +$350K +7,047 +78%
UCFA
159
United Capital Financial Advisors
Texas
$837K -$32.4K -652 -4%
Dimensional Fund Advisors
160
Dimensional Fund Advisors
Texas
$826K +$243K +4,889 +45%
Citigroup
161
Citigroup
New York
$794K -$13.9M -279,889 -95%
EA
162
Emerald Advisers
Pennsylvania
$738K -$134K -2,700 -16%
APW
163
Austin Private Wealth
Texas
$734K +$695K +14,000 New
SCM
164
Stevens Capital Management
Pennsylvania
$701K +$336K +6,779 +103%
CG
165
Cutler Group
California
$698K -$175K -3,530 -21%
EVM
166
Eaton Vance Management
Massachusetts
$693K -$5.61K -113 -0.8%
SOMRS
167
State of Michigan Retirement System
Michigan
$662K -$103K -2,074 -14%
Axa
168
Axa
France
$650K +$615K +12,400 New
Wellington Management Group
169
Wellington Management Group
Massachusetts
$649K +$614K +12,377 New
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$638K +$14.9K +300 +3%
Cerity Partners
171
Cerity Partners
New York
$620K +$272K +5,481 +86%
Stifel Financial
172
Stifel Financial
Missouri
$614K +$578K +11,655 New
BOTOTLSJU
173
Board of Trustees of The Leland Stanford Junior University
California
$592K -$62.3K -1,255 -10%
JMPWA
174
JP Morgan Private Wealth Advisors
California
$592K -$49.6K -1,000 -8%
BCM
175
Bayesian Capital Management
New York
$582K -$372K -7,500 -40%

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.