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PLAN

Anaplan, Inc.

Delisted

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

230 hedge funds and large institutions have $3.67B invested in Anaplan, Inc. in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 80 increasing their positions, 70 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $24.6M

14% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 70

9% less funds holding

Funds holding: 252230 (-22)

21% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 86

34% less capital invested

Capital invested by funds: $5.57B → $3.67B (-$1.91B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
230
Holders Change
-22
Holders Change %
-8.73%
% of All Funds
5.07%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.15%
New
68
Increased
80
Reduced
70
Closed
86
Calls
$45.7M
Puts
$24.6M
Net Calls
+$21.1M
Net Calls Change
-$41.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
201
Fred Alger Management
New York
$17K -$4.19M -84,118 -99%
EWM
202
Edge Wealth Management
New York
$15K
GWMIA
203
Global Wealth Management Investment Advisory
Florida
$11K +$17.7K +355 New
Russell Investments Group
204
Russell Investments Group
United Kingdom
$11K +$18.2K +365 New
TC
205
Truvestments Capital
Florida
$11K +$18.4K +369 New
PCG
206
Private Capital Group
Connecticut
$10K +$2.09K +42 +15%
PHK
207
Point72 Hong Kong
Hong Kong
$10K +$15.8K +316 New
SIAS
208
Shine Investment Advisory Services
Colorado
$8K +$4.74K +95 +58%
GRP
209
Global Retirement Partners
California
$8K +$13.3K +267 New
APA
210
American Portfolios Advisors
New York
$6.05K
HFM
211
Harvest Fund Management
China
$6K -$51.9K -1,040 -82%
RMC
212
Resources Management Corp
Connecticut
$6K
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$6K +$6.63K +133 +164%
IF
214
Ironwood Financial
Arizona
$5K
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$6.53K +131 New
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.93K -$5.24K -105 -45%
AIM
217
Arcadia Investment Management
Michigan
$3K
WCG
218
Weaver Consulting Group
California
$3K +$4.99K +100 New
TWA
219
TCI Wealth Advisors
Arizona
$3K +$5.14K +103 New
MIM
220
Macroview Investment Management
Maryland
$2K +$50 +1 +2%
PI
221
PineBridge Investments
New York
$2K +$3.19K +64 New
QCG
222
Quadrant Capital Group
Ohio
$2K +$3.24K +65 New
MAM
223
Meeder Asset Management
Ohio
$1K -$13.6K -272 -93%
JSC
224
Jackson Square Capital
California
$1K
MAWCM
225
Mine & Arao Wealth Creation & Management
California
$1K

PLAN Hedge Fund Activity: Q1 2020 in Review

230 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2020, worth a combined $3.67B — down 34% from $5.57B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of PLAN and 68 opened new positions — a net loss of 18 holders — while 70 trimmed existing stakes and 80 added.

The largest buyer was Tiger Global Management, adding an estimated $230M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $81.7M sold.

  • 230 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2020, down from 252 in Q4 2019.
  • Funds reported $3.67B of Anaplan, Inc. stock for Q1 2020, down 34% quarter-over-quarter.
  • 68 funds opened new Anaplan, Inc. positions in Q1 2020 and 86 closed out, a net change of -18 holders.
  • The largest Anaplan, Inc. buyer in Q1 2020 was Tiger Global Management, an estimated $230M added.
  • The largest Anaplan, Inc. seller in Q1 2020 was William Blair Investment Management, an estimated $81.7M sold.

Based on aggregated 13F filings for Q1 2020.