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PLAN

Anaplan, Inc.

Delisted

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

313 hedge funds and large institutions have $8.3B invested in Anaplan, Inc. in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 94 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more capital invested

Capital invested by funds: $7.09B → $8.3B (+$1.21B)

12% more call options, than puts

Call options by funds: $160M | Put options by funds: $143M

11% more funds holding

Funds holding: 282313 (+31)

18% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 115

Holders
313
Holders Change
+31
Holders Change %
+10.99%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
66
Increased
94
Reduced
115
Closed
32
Calls
$160M
Puts
$143M
Net Calls
+$17.3M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
176
Victory Capital Management
Texas
$1.23M -$87.9K -1,476 -7%
KJHP
177
K.J. Harrison & Partners
Ontario, Canada
$1.23M +$1.19M +20,000 New
ACM
178
AlphaCrest Capital Management
New York
$1.22M -$208K -3,498 -15%
CG
179
Cutler Group
California
$1.21M -$937K -15,741 -44%
WTC
180
WhitTier Trust Company
Nevada
$1.09M
RJA
181
Raymond James & Associates
Florida
$1.09M +$26K +436 +2%
State of Wisconsin Investment Board
182
State of Wisconsin Investment Board
Wisconsin
$1.07M +$49.4K +829 +5%
1C
183
1623 Capital
Virginia
$1.03M +$224K +3,760 +29%
X
184
Xponance
Pennsylvania
$961K -$26.9K -452 -3%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$953K
Envestnet Asset Management
186
Envestnet Asset Management
Illinois
$899K +$280K +4,697 +47%
Principal Financial Group
187
Principal Financial Group
Iowa
$886K -$48.6K -816 -5%
IMRF
188
Illinois Municipal Retirement Fund
Illinois
$845K
CA
189
Cullinan Associates
Kentucky
$832K
DT
190
Diversified Trust
Tennessee
$832K +$222K +3,730 +38%
EMG
191
ETF Managers Group
New Jersey
$822K -$18.1K -304 -2%
Allianz Asset Management
192
Allianz Asset Management
Germany
$821K +$802K +13,479 New
VRS
193
Virginia Retirement Systems
Virginia
$816K +$208K +3,500 +35%
Janus Henderson Group
194
Janus Henderson Group
United Kingdom
$786K +$768K +12,907 New
KWILP
195
Kiwi Wealth Investments Limited Partnership
New Zealand
$778K -$5M -84,008 -87%
Renaissance Technologies
196
Renaissance Technologies
New York
$761K -$32.9M -553,400 -98%
NAM
197
NorthCoast Asset Management
Connecticut
$744K +$728K +12,226 New
IC
198
IEQ Capital
California
$714K +$13.3K +224 +2%
LPL Financial
199
LPL Financial
California
$712K +$119K +2,007 +21%
VA
200
Valmark Advisers
Ohio
$699K +$16.3K +273 +2%

PLAN Hedge Fund Activity: Q3 2021 in Review

313 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2021, worth a combined $8.3B — up 17% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PLAN positions and 32 closed out — a net gain of 34 holders — while 94 added to existing stakes and 115 trimmed.

The largest buyer was Eminence Capital, opening a new position worth an estimated $161M. The largest seller was Fidelity Investments, cutting an estimated $137M.

  • 313 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2021, up from 282 in Q2 2021.
  • Funds reported $8.3B of Anaplan, Inc. stock for Q3 2021, up 17% quarter-over-quarter.
  • 66 funds opened new Anaplan, Inc. positions in Q3 2021 and 32 closed out, a net change of +34 holders.
  • The largest Anaplan, Inc. buyer in Q3 2021 was Eminence Capital, an estimated $161M added.
  • The largest Anaplan, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2021.