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PLAN

Anaplan, Inc.

Delisted

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

252 hedge funds and large institutions have $5.57B invested in Anaplan, Inc. in 2019 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $103M | Put options by funds: $40.5M

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

25% more capital invested

Capital invested by funds: $4.45B → $5.57B (+$1.12B)

19% more funds holding

Funds holding: 212252 (+40)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

Holders
252
Holders Change
+40
Holders Change %
+18.87%
% of All Funds
4.97%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
76
Increased
98
Reduced
64
Closed
30
Calls
$103M
Puts
$40.5M
Net Calls
+$62.6M
Net Calls Change
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
201
Weld Capital Management
New York
$301K +$285K +5,736 New
CEP
202
Chicago Equity Partners
Illinois
$297K +$281K +5,670 New
MIH
203
Meitav Investment House
Israel
$295K -$8.09K -163 -3%
BG
204
Berry Group
Massachusetts
$293K +$278K +5,600 New
FMT
205
First Mercantile Trust
Tennessee
$268K +$254K +5,118 New
CIBC Asset Management
206
CIBC Asset Management
Ontario, Canada
$245K +$232K +4,684 New
AG
207
Aperio Group
California
$244K +$231K +4,658 New
PC
208
Polar Capital
United Kingdom
$241K -$2.68M -54,019 -92%
PWM
209
Perigon Wealth Management
California
$231K +$208K +4,195 New
SL
210
Signition LP
New York
$226K +$214K +4,316 New
Prudential Financial
211
Prudential Financial
New Jersey
$221K +$209K +4,210 New
Skandinaviska Enskilda Banken (SEB)
212
Skandinaviska Enskilda Banken (SEB)
Sweden
$220K +$208K +4,200 New
NIT
213
NumerixS Investment Technologies
British Columbia, Canada
$218K -$305K -6,140 -60%
ProShare Advisors
214
ProShare Advisors
Maryland
$214K +$203K +4,087 New
Allianz Asset Management
215
Allianz Asset Management
Germany
$213K +$202K +4,066 New
GC
216
Guggenheim Capital
Illinois
$211K -$122K -2,449 -38%
GCP
217
GSA Capital Partners
United Kingdom
$204K +$193K +3,898 New
EWA
218
Evolution Wealth Advisors
Florida
$130K +$113K +2,281 +1,113%
PA
219
Parallel Advisors
California
$126K +$22.3K +450 +23%
Group One Trading
220
Group One Trading
Illinois
$118K -$1.58M -31,920 -93%
AIG
221
American International Group
New York
$103K -$4.12K -83 -4%
ASN
222
Advisory Services Network
Georgia
$101K -$122K -2,467 -56%
Canada Pension Plan Investment Board
223
Canada Pension Plan Investment Board
Ontario, Canada
$98K +$92.3K +1,861 New
EMFAT
224
Emerald Mutual Fund Advisers Trust
Pennsylvania
$98K +$93.1K +1,876 New
SFS
225
Sowell Financial Services
Arkansas
$96K +$60.6K +1,222 +198%

PLAN Hedge Fund Activity: Q4 2019 in Review

252 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q4 2019, worth a combined $5.57B — up 25% from $4.45B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PLAN positions and 30 closed out — a net gain of 46 holders — while 98 added to existing stakes and 64 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $252M. The largest seller was Coatue Management, cutting an estimated $184M.

  • 252 institutional investors held Anaplan, Inc. (PLAN) as of Q4 2019, up from 212 in Q3 2019.
  • Funds reported $5.57B of Anaplan, Inc. stock for Q4 2019, up 25% quarter-over-quarter.
  • 76 funds opened new Anaplan, Inc. positions in Q4 2019 and 30 closed out, a net change of +46 holders.
  • The largest Anaplan, Inc. buyer in Q4 2019 was T. Rowe Price Associates, an estimated $252M added.
  • The largest Anaplan, Inc. seller in Q4 2019 was Coatue Management, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2019.