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PLAN

Anaplan, Inc.

Delisted

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

274 hedge funds and large institutions have $8.55B invested in Anaplan, Inc. in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $178M | Put options by funds: $51M

44% more capital invested

Capital invested by funds: $5.94B → $8.55B (+$2.62B)

25% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 52

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

5% more funds holding

Funds holding: 261274 (+13)

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
5.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
65
Increased
96
Reduced
84
Closed
52
Calls
$178M
Puts
$51M
Net Calls
+$127M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LCS
151
Levin Capital Strategies
New York
$1.06M +$361K +7,000 +70%
E
152
Ergoteles
New York
$1.06M +$870K +16,889 New
BC
153
Breakline Capital
New York
$1.04M -$1.45M -28,039 -63%
Principal Financial Group
154
Principal Financial Group
Iowa
$1.03M -$151K -2,935 -15%
EA
155
Emerald Advisers
Pennsylvania
$1.02M -$436K -8,459 -34%
FAM
156
Fulcrum Asset Management
United Kingdom
$1.02M -$1.09M -21,152 Closed
PMAM
157
Picton Mahoney Asset Management
Ontario, Canada
$1M -$111K -2,150 -12%
SPM
158
Symmetry Peak Management
Pennsylvania
$1M +$825K +16,000 New
SC
159
Slow Capital
California
$985K +$178K +3,450 +28%
MCM
160
Moore Capital Management
New York
$984K +$810K +15,720 New
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$980K
EMG
162
ETF Managers Group
New Jersey
$957K -$3.87K -75 -0.5%
BBCM
163
Boardman Bay Capital Management
New York
$945K +$778K +15,100 New
VA
164
Valmark Advisers
Ohio
$929K +$216K +4,199 +39%
SOMRS
165
State of Michigan Retirement System
Michigan
$911K +$750K +14,561 New
X
166
Xponance
Pennsylvania
$852K +$8.66K +168 +1%
Point72 Asset Management
167
Point72 Asset Management
Connecticut
$844K +$535K +10,371 +332%
DekaBank Deutsche Girozentrale
168
DekaBank Deutsche Girozentrale
Germany
$833K +$696K +13,500 New
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$775K +$34.3K +665 +6%
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$763K +$283K +5,497 +82%
WCM
171
Weld Capital Management
New York
$752K +$283K +5,489 +84%
AG
172
Aperio Group
California
$708K +$121K +2,339 +26%
VRS
173
Virginia Retirement Systems
Virginia
$688K -$417K -8,100 -42%
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$680K -$21.8M -423,287 -97%
Marshall Wace
175
Marshall Wace
United Kingdom
$679K +$559K +10,845 New

PLAN Hedge Fund Activity: Q3 2020 in Review

274 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2020, worth a combined $8.55B — up 44% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PLAN positions and 52 closed out — a net gain of 13 holders — while 96 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $189M. The largest seller was Viking Global Investors, exiting entirely with an estimated $260M sold.

  • 274 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2020, up from 261 in Q2 2020.
  • Funds reported $8.55B of Anaplan, Inc. stock for Q3 2020, up 44% quarter-over-quarter.
  • 65 funds opened new Anaplan, Inc. positions in Q3 2020 and 52 closed out, a net change of +13 holders.
  • The largest Anaplan, Inc. buyer in Q3 2020 was JP Morgan Chase, an estimated $189M added.
  • The largest Anaplan, Inc. seller in Q3 2020 was Viking Global Investors, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2020.