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PLAN

Anaplan, Inc.

Delisted

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

204 hedge funds and large institutions have $4.18B invested in Anaplan, Inc. in 2019 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 68 increasing their positions, 23 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 23

266% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $21M

196% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 23

135% more capital invested

Capital invested by funds: $1.78B → $4.18B (+$2.4B)

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

62% more funds holding

Funds holding: 126204 (+78)

Holders
204
Holders Change
+78
Holders Change %
+61.9%
% of All Funds
4.43%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.26%
New
103
Increased
68
Reduced
23
Closed
23
Calls
$76.8M
Puts
$21M
Net Calls
+$55.8M
Net Calls Change
+$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
176
Parallax Volatility Advisers
California
$117K +$93.3K +2,257 +3,224%
HIM
177
Hillsdale Investment Management
Ontario, Canada
$106K +$86.8K +2,100 New
MCIM
178
Meadow Creek Investment Management
Georgia
$103K +$53.6K +1,296 +172%
AIG
179
American International Group
New York
$101K -$391K -9,470 -83%
HFM
180
Harvest Fund Management
China
$99K
Royal Bank of Canada
181
Royal Bank of Canada
Ontario, Canada
$89K +$11.6K +281 +19%
CG
182
Cutler Group
California
$85K +$70.4K +1,702 New
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$65K +$49.6K +1,200 +1,463%
EWA
184
Evolution Wealth Advisors
Florida
$64K +$52.3K +1,266 New
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.6K +$50.4K +1,220 New
WTC
186
WhitTier Trust Company
Nevada
$58K +$47.8K +1,156 New
PHK
187
Point72 Hong Kong
Hong Kong
$54K +$43.9K +1,061 New
QT
188
Quantamental Technologies
New York
$43K +$35.1K +850 New
PA
189
Parallel Advisors
California
$35K +$28.9K +700 New
AIC
190
Archer Investment Corporation
Indiana
$25K +$20.7K +500 New
EWM
191
Edge Wealth Management
New York
$20K +$8.27K +200 +100%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$19K
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$13K +$10.3K +250 New
CCA
194
Catalyst Capital Advisors
New York
$12K +$2.07K +50 +28%
APA
195
American Portfolios Advisors
New York
$10.1K +$8.27K +200 New
CFGS
196
Concourse Financial Group Securities
Alabama
$8K +$1.24K +30 +23%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$7K +$6.04K +146 New
ST
198
Sageworth Trust
Pennsylvania
$6K +$4.84K +117 New
PFBT
199
Parkside Financial Bank & Trust
Missouri
$6K +$4.96K +120 New
MIM
200
Macroview Investment Management
Maryland
$4K +$3.35K +81 New

PLAN Hedge Fund Activity: Q2 2019 in Review

204 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q2 2019, worth a combined $4.18B — up 135% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new PLAN positions and 23 closed out — a net gain of 80 holders — while 68 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $237M. The largest seller was Salesforce Inc, exiting entirely with an estimated $117M sold.

  • 204 institutional investors held Anaplan, Inc. (PLAN) as of Q2 2019, up from 126 in Q1 2019.
  • Funds reported $4.18B of Anaplan, Inc. stock for Q2 2019, up 135% quarter-over-quarter.
  • 103 funds opened new Anaplan, Inc. positions in Q2 2019 and 23 closed out, a net change of +80 holders.
  • The largest Anaplan, Inc. buyer in Q2 2019 was Vanguard Group, an estimated $237M added.
  • The largest Anaplan, Inc. seller in Q2 2019 was Salesforce Inc, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2019.