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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
PIA
176
Piedmont Investment Advisors
North Carolina
$228K +$61.7K +1,237 +20%
JG
177
Jefferies Group
New York
$217K +$358K +7,176 New
AWM
178
Avior Wealth Management
Nebraska
$212K +$350K +7,010 New
QCM
179
Quantinno Capital Management
New York
$204K +$337K +6,754 New
Royal Bank of Canada
180
Royal Bank of Canada
Ontario, Canada
$197K -$1.44M -28,793 -82%
AII
181
AGF Investments Inc
Ontario, Canada
$189K +$312K +6,262 New
MLICM
182
Metropolitan Life Insurance Company (MetLife)
New York
$184K -$5.39K -108 -2%
WTC
183
WhitTier Trust Company
Nevada
$157K -$73.6K -1,476 -22%
TRCT
184
Tower Research Capital (TRC)
New York
$125K +$206K +4,131 New
BCV
185
Banque Cantonale Vaudoise
Switzerland
$104K +$172K +3,441 New
EWA
186
Evolution Wealth Advisors
Florida
$103K +$45.4K +911 +37%
JIR
187
James Investment Research
Ohio
$101K +$166K +3,322 New
Macquarie Group
188
Macquarie Group
Australia
$85K -$4.3M -86,188 -97%
Canada Pension Plan Investment Board
189
Canada Pension Plan Investment Board
Ontario, Canada
$85K +$46.8K +938 +50%
Parallax Volatility Advisers
190
Parallax Volatility Advisers
California
$74K +$121K +2,429 New
ASN
191
Advisory Services Network
Georgia
$66K +$12K +240 +12%
AIG
192
American International Group
New York
$60K +$449 +9 +0.5%
PA
193
Parallel Advisors
California
$57K -$24.9K -500 -21%
PCM
194
Pinz Capital Management
New York
$50K -$2.11M -42,250 -96%
SFS
195
Sowell Financial Services
Arkansas
$49K -$10.7K -215 -12%
US Bancorp
196
US Bancorp
Minnesota
$43K +$45.7K +917 +171%
PRC
197
Pearl River Capital
Michigan
$33K +$54.4K +1,091 New
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$26K -$2.29M -46,007 -98%
SF
199
Synovus Financial
Georgia
$21K +$34.9K +700 New
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$19K

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.