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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
SO
176
STRS Ohio
Ohio
$671K +$553K +10,738 New
BM
177
Brandywine Managers
Delaware
$670K
IC
178
IEQ Capital
California
$654K
SAM
179
Sompo Asset Management
Japan
$645K -$25.3K -490 -5%
MLICM
180
Metropolitan Life Insurance Company (MetLife)
New York
$632K -$13.5K -262 -3%
CF
181
CNA Financial
Illinois
$627K -$8.76K -170 -2%
PAMU
182
Pictet Asset Management (UK)
United Kingdom
$563K +$464K +9,000 New
JRP
183
Jasper Ridge Partners
California
$549K -$1.93M -37,540 -81%
FC
184
FORA Capital
Florida
$537K +$345K +6,690 +353%
AWM
185
Avior Wealth Management
Nebraska
$534K +$27.3K +530 +7%
SF
186
Synovus Financial
Georgia
$517K +$99.6K +1,932 +31%
GC
187
Guggenheim Capital
Illinois
$516K +$65.3K +1,268 +18%
PWM
188
Perigon Wealth Management
California
$486K +$401K +7,774 New
WI
189
Wintrust Investments
Illinois
$482K
IMRF
190
Illinois Municipal Retirement Fund
Illinois
$469K +$386K +7,487 New
Axa
191
Axa
France
$463K -$448K -8,700 -54%
Russell Investments Group
192
Russell Investments Group
United Kingdom
$462K -$213K -4,124 -36%
MCCP
193
Mission Creek Capital Partners
California
$456K -$3.54M -68,677 -90%
Aberdeen Group
194
Aberdeen Group
United Kingdom
$456K +$375K +7,280 New
Teacher Retirement System of Texas
195
Teacher Retirement System of Texas
Texas
$383K +$316K +6,125 New
ProShare Advisors
196
ProShare Advisors
Maryland
$382K +$314K +6,101 New
BG
197
Berry Group
Massachusetts
$369K
SW
198
SteelPeak Wealth
California
$357K +$294K +5,706 New
ISL
199
Ingalls & Snyder LLC
New York
$353K -$194K -3,765 -40%
WTC
200
WhitTier Trust Company
Nevada
$352K

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.