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PLAN

Anaplan, Inc.

Delisted

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

304 hedge funds and large institutions have $7.27B invested in Anaplan, Inc. in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 104 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $30M

14% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 104

7% less funds holding

Funds holding: 327304 (-23)

26% less capital invested

Capital invested by funds: $9.89B → $7.27B (-$2.62B)

26% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 68

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
304
Holders Change
-23
Holders Change %
-7.03%
% of All Funds
5.34%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
50
Increased
119
Reduced
104
Closed
68
Calls
$76.8M
Puts
$30M
Net Calls
+$46.7M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
151
Vontobel Holding
Switzerland
$1.39M +$938K +13,906 +117%
PCM
152
Prelude Capital Management
New York
$1.39M +$1.73M +25,712 New
DTL
153
Dynamic Technology Lab
Singapore
$1.37M +$1.35M +19,997 +366%
PHK
154
Point72 Hong Kong
Hong Kong
$1.35M -$3.91M -57,922 -70%
AB
155
Amalgamated Bank
New York
$1.35M -$120K -1,772 -7%
TLCM
156
Twin Lakes Capital Management
California
$1.34M -$43.6K -647 -3%
AWM
157
Avitas Wealth Management
California
$1.26M +$917K +13,602 +138%
Russell Investments Group
158
Russell Investments Group
United Kingdom
$1.26M +$903K +13,385 +134%
SC
159
Slow Capital
California
$1.22M +$111K +1,646 +10%
Stifel Financial
160
Stifel Financial
Missouri
$1.22M +$57.1K +847 +4%
Handelsbanken Fonder
161
Handelsbanken Fonder
Sweden
$1.2M -$209K -3,100 -12%
PRC
162
Pearl River Capital
Michigan
$1.19M +$936K +13,877 +170%
Victory Capital Management
163
Victory Capital Management
Texas
$1.18M +$114K +1,685 +8%
SO
164
STRS Ohio
Ohio
$1.16M +$727K +10,779 +101%
TRCT
165
Tower Research Capital (TRC)
New York
$1.14M +$610K +9,045 +75%
VF
166
Virtu Financial
New York
$1.14M +$555K +8,228 +64%
MCC
167
Malaga Cove Capital
California
$1.09M +$10.1K +150 +0.7%
Group One Trading
168
Group One Trading
Illinois
$1.02M -$1.34M -19,815 -51%
LCH
169
Lee Capital Holdings
New York
$980K +$1.23M +18,195 New
Osaic Holdings
170
Osaic Holdings
Arizona
$972K -$672K -9,969 -36%
MSL
171
Mackay Shields LLC
New York
$969K -$309K -4,589 -20%
Two Sigma Investments
172
Two Sigma Investments
New York
$964K -$1.91M -28,281 -61%
Two Sigma Advisers
173
Two Sigma Advisers
New York
$964K -$223K -3,300 -16%
State of Wisconsin Investment Board
174
State of Wisconsin Investment Board
Wisconsin
$922K +$1.35K +20 +0.1%
EA
175
Emerald Advisers
Pennsylvania
$895K +$54K +800 +5%

PLAN Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2021, worth a combined $7.27B — down 26% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PLAN and 50 opened new positions — a net loss of 18 holders — while 104 trimmed existing stakes and 119 added.

The largest buyer was Alkeon Capital Management, adding an estimated $176M. The largest seller was Coatue Management, cutting an estimated $198M.

  • 304 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2021, down from 327 in Q4 2020.
  • Funds reported $7.27B of Anaplan, Inc. stock for Q1 2021, down 26% quarter-over-quarter.
  • 50 funds opened new Anaplan, Inc. positions in Q1 2021 and 68 closed out, a net change of -18 holders.
  • The largest Anaplan, Inc. buyer in Q1 2021 was Alkeon Capital Management, an estimated $176M added.
  • The largest Anaplan, Inc. seller in Q1 2021 was Coatue Management, an estimated $198M sold.

Based on aggregated 13F filings for Q1 2021.