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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
YIH
176
Y-Intercept (HK)
Hong Kong
$894K +$1.19M +17,656 New
GG
177
Golden Green
South Carolina
$868K -$219K -3,241 -17%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$843K
JF
179
Jump Financial
Illinois
$806K +$1.01M +14,955 New
X
180
Xponance
Pennsylvania
$764K +$16.1K +238 +2%
EMG
181
ETF Managers Group
New Jersey
$749K +$7.55K +112 +0.8%
FC
182
FORA Capital
Florida
$748K -$636K -9,431 -40%
IMRF
183
Illinois Municipal Retirement Fund
Illinois
$747K
CA
184
Cullinan Associates
Kentucky
$736K +$922K +13,665 New
EGM
185
Engineers Gate Manager
New York
$708K -$770K -11,419 -46%
SAM
186
Sompo Asset Management
Japan
$703K +$220K +3,260 +33%
OQS
187
Occudo Quantitative Strategies
Florida
$656K +$822K +12,185 New
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$651K +$150K +2,222 +23%
RJA
189
Raymond James & Associates
Florida
$626K -$165K -2,450 -17%
Simplex Trading
190
Simplex Trading
Illinois
$622K +$280K +4,152 +56%
IC
191
IEQ Capital
California
$597K
SI
192
Symmetry Investments
Jersey
$592K +$742K +11,000 New
VA
193
Valmark Advisers
Ohio
$580K -$477K -7,067 -40%
FAM
194
Fulcrum Asset Management
United Kingdom
$579K
BM
195
Brandywine Managers
Delaware
$576K
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$575K -$4.29M -63,553 -86%
Walleye Trading
197
Walleye Trading
New York
$570K +$713K +10,577 New
VRS
198
Virginia Retirement Systems
Virginia
$560K -$6.74K -100 -1%
CF
199
CNA Financial
Illinois
$557K -$75.1K -1,113 -10%
MSRPS
200
Maryland State Retirement & Pension System
Maryland
$547K +$685K +10,152 New

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.