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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
CFGS
201
Concourse Financial Group Securities
Alabama
$9K +$1.9K +35 +21%
RMC
202
Resources Management Corp
Connecticut
$9K +$10.9K +200 New
IF
203
Ironwood Financial
Arizona
$8K +$9.5K +175 New
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$6K -$109 -2 -1%
ST
205
Sageworth Trust
Pennsylvania
$5K
AIM
206
Arcadia Investment Management
Michigan
$5K +$5.43K +100 New
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$2K -$67.2K -1,239 -97%
MAM
208
Meeder Asset Management
Ohio
$2K +$2.55K +47 New
TWA
209
TCI Wealth Advisors
Arizona
$1K +$1.57K +29 New
HI
210
Hudock Inc
Pennsylvania
$1K +$1.9K +35 New
Holocene Advisors
211
Holocene Advisors
New York
-$88.7M -1,757,639 Closed
Fidelity International
212
Fidelity International
Bermuda
-$74.2M -1,470,638 Closed
Capital World Investors
213
Capital World Investors
California
-$50.2M -995,602 Closed
HCM
214
HMI Capital Management
California
-$29.5M -584,816 Closed
Millennium Management
215
Millennium Management
New York
-$20.6M -407,998 Closed
MCM
216
Moore Capital Management
New York
-$13.1M -260,000 Closed
Balyasny Asset Management
217
Balyasny Asset Management
Illinois
-$12.1M -222,609 Closed
NFAM
218
North Fourth Asset Management
New Jersey
-$11.8M -218,028 Closed
Canada Pension Plan Investment Board
219
Canada Pension Plan Investment Board
Ontario, Canada
-$8.69M -172,261 Closed
DCM
220
Driehaus Capital Management
Illinois
-$7.44M -147,488 Closed
VU
221
Vanderbilt University
Tennessee
-$6.44M -127,520 Closed
CM
222
Castleark Management
Illinois
-$6.1M -120,935 Closed
HI
223
HBK Investments
Texas
-$5.05M -100,000 Closed
PI
224
Putnam Investments
Massachusetts
-$3.92M -77,625 Closed
GF
225
Gabelli Funds
New York
-$3.72M -73,700 Closed

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.