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PLAN

Anaplan, Inc.

Delisted

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

212 hedge funds and large institutions have $4.45B invested in Anaplan, Inc. in 2019 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $164M | Put options by funds: $46M

22% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 60

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $4.18B → $4.45B (+$270M)

4% more funds holding

Funds holding: 204212 (+8)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
212
Holders Change
+8
Holders Change %
+3.92%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
56
Increased
73
Reduced
60
Closed
48
Calls
$164M
Puts
$46M
Net Calls
+$118M
Net Calls Change
+$61.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
176
Advisory Services Network
Georgia
$222K
CG
177
Colony Group
Massachusetts
$220K +$254K +4,679 New
FCM
178
Flinton Capital Management
Pennsylvania
$205K
SO
179
STRS Ohio
Ohio
$195K +$225K +4,150 New
SM
180
SG3 Management
Puerto Rico
$188K +$217K +4,000 New
TAM
181
Tyers Asset Management
Texas
$168K
NA
182
Neuburgh Advisers
California
$132K
MCIM
183
Meadow Creek Investment Management
Georgia
$96K
AIG
184
American International Group
New York
$96K +$2.23K +41 +2%
PA
185
Parallel Advisors
California
$92K +$67.8K +1,250 +179%
HFM
186
Harvest Fund Management
China
$60K -$37.8K -696 -35%
TRCT
187
Tower Research Capital (TRC)
New York
$40K +$45.7K +843 New
PCG
188
Private Capital Group
Connecticut
$35K +$40.7K +750 New
AG
189
Advisor Group
Arizona
$30K -$1.39M -25,543 -98%
SFS
190
Sowell Financial Services
Arkansas
$29K +$33.4K +616 New
AIC
191
Archer Investment Corporation
Indiana
$24K
US Bancorp
192
US Bancorp
Minnesota
$21K +$24.7K +455 New
PCM
193
Prelude Capital Management
New York
$20K -$376K -6,934 -94%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$19K
EWM
195
Edge Wealth Management
New York
$18K
AS
196
Altshuler Shaham
Israel
$16K +$19K +351 New
CAM
197
CenterStar Asset Management
Illinois
$11K
PFBT
198
Parkside Financial Bank & Trust
Missouri
$11K +$6.4K +118 +98%
EWA
199
Evolution Wealth Advisors
Florida
$10K -$57.6K -1,061 -84%
APA
200
American Portfolios Advisors
New York
$9.4K

PLAN Hedge Fund Activity: Q3 2019 in Review

212 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2019, worth a combined $4.45B — up 6.5% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PLAN positions and 48 closed out — a net gain of 8 holders — while 73 added to existing stakes and 60 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $209M. The largest seller was Holocene Advisors, exiting entirely with an estimated $88.7M sold.

  • 212 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2019, up from 204 in Q2 2019.
  • Funds reported $4.45B of Anaplan, Inc. stock for Q3 2019, up 6.5% quarter-over-quarter.
  • 56 funds opened new Anaplan, Inc. positions in Q3 2019 and 48 closed out, a net change of +8 holders.
  • The largest Anaplan, Inc. buyer in Q3 2019 was Whale Rock Capital Management, an estimated $209M added.
  • The largest Anaplan, Inc. seller in Q3 2019 was Holocene Advisors, an estimated $88.7M sold.

Based on aggregated 13F filings for Q3 2019.