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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
SBH
151
Segall Bryant & Hamill
Illinois
$438K -$80.4K -1,613 -10%
Skandinaviska Enskilda Banken (SEB)
152
Skandinaviska Enskilda Banken (SEB)
Sweden
$430K +$499K +10,000 +238%
EA
153
Emerald Advisers
Pennsylvania
$422K -$7.18K -144 -1%
OSIA
154
O'Shares Investment Advisers
Massachusetts
$422K +$178K +3,568 +34%
DTL
155
Dynamic Technology Lab
Singapore
$422K +$695K +13,940 New
Verition Fund Management
156
Verition Fund Management
Connecticut
$415K +$190K +3,807 +38%
APW
157
Austin Private Wealth
Texas
$393K -$49.9K -1,000 -7%
HMS
158
Hanseatic Management Services
New Mexico
$392K +$646K +12,958 New
BM
159
Brandywine Managers
Delaware
$384K -$378K -7,578 -37%
UCFA
160
United Capital Financial Advisors
Texas
$380K -$171K -3,435 -21%
DCM
161
Driehaus Capital Management
Illinois
$375K +$618K +12,400 New
SC
162
Slow Capital
California
$369K -$199K -3,997 -25%
MCC
163
Malaga Cove Capital
California
$364K +$609K +12,211 New
State of Wisconsin Investment Board
164
State of Wisconsin Investment Board
Wisconsin
$355K -$20.9K -420 -3%
SAM
165
Sompo Asset Management
Japan
$354K +$224K +4,500 +63%
HS
166
Haafor (Singapore)
Singapore
$325K +$535K +10,732 New
IC
167
IEQ Capital
California
$316K +$521K +10,454 New
SO
168
STRS Ohio
Ohio
$314K +$175K +3,513 +51%
WCM
169
Weld Capital Management
New York
$281K +$178K +3,560 +62%
JMPWA
170
JP Morgan Private Wealth Advisors
California
$277K -$107K -2,150 -19%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$268K -$7.11M -142,506 -94%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$262K +$102K +2,050 +31%
BOTOTLSJU
173
Board of Trustees of The Leland Stanford Junior University
California
$247K -$156K -3,137 -28%
Voloridge Investment Management
174
Voloridge Investment Management
Florida
$245K +$405K +8,113 New
3CP
175
3G Capital Partners
New York
$242K +$399K +8,000 New

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.