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PLAN

Anaplan, Inc.

Delisted

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

261 hedge funds and large institutions have $5.94B invested in Anaplan, Inc. in 2020 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 102 increasing their positions, 59 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $92.3M | Put options by funds: $29.3M

73% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 59

69% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 45

62% more capital invested

Capital invested by funds: $3.67B → $5.94B (+$2.27B)

13% more funds holding

Funds holding: 230261 (+31)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
261
Holders Change
+31
Holders Change %
+13.48%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
76
Increased
102
Reduced
59
Closed
45
Calls
$92.3M
Puts
$29.3M
Net Calls
+$63.1M
Net Calls Change
+$42M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
201
Caption Management
Oklahoma
$273K +$251K +6,000 New
BG
202
Berry Group
Massachusetts
$267K +$247K +5,900 New
WTC
203
WhitTier Trust Company
Nevada
$255K +$18.3K +438 +8%
URS
204
Utah Retirement Systems
Utah
$245K +$226K +5,400 New
LI
205
Latash Investments
Alaska
$243K +$224K +5,357 New
Prudential Financial
206
Prudential Financial
New Jersey
$234K +$216K +5,160 New
Canada Pension Plan Investment Board
207
Canada Pension Plan Investment Board
Ontario, Canada
$227K +$92.2K +2,201 +79%
AWM
208
Avitas Wealth Management
California
$225K +$208K +4,965 New
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$212K +$196K +4,684 New
JMPWA
210
JP Morgan Private Wealth Advisors
California
$211K -$188K -4,500 -49%
MA
211
MANA Advisors
New York
$209K +$193K +4,616 New
TMAM
212
Tokio Marine Asset Management
Japan
$208K +$193K +4,600 New
Macquarie Group
213
Macquarie Group
Australia
$201K +$68.3K +1,630 +58%
Skandinaviska Enskilda Banken (SEB)
214
Skandinaviska Enskilda Banken (SEB)
Sweden
$190K -$419K -10,000 -70%
SFS
215
Sowell Financial Services
Arkansas
$182K +$100K +2,400 +148%
HIIFS
216
Harel Insurance Investments & Financial Services
Israel
$181K +$167K +4,000 New
OPFM
217
Optimus Prime Fund Management
Cayman Islands
$181K +$167K +4,000 New
AIG
218
American International Group
New York
$162K +$66.7K +1,594 +81%
NIT
219
NumerixS Investment Technologies
British Columbia, Canada
$159K +$147K +3,500 New
BCV
220
Banque Cantonale Vaudoise
Switzerland
$156K
EMFAT
221
Emerald Mutual Fund Advisers Trust
Pennsylvania
$152K +$141K +3,356 New
Point72 Asset Management
222
Point72 Asset Management
Connecticut
$141K +$131K +3,121 New
TC
223
Truvestments Capital
Florida
$108K +$85.2K +2,035 +551%
PAG
224
Private Advisor Group
New Jersey
$96K +$89K +2,126 New
US Bancorp
225
US Bancorp
Minnesota
$86K +$19.1K +455 +31%

PLAN Hedge Fund Activity: Q2 2020 in Review

261 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q2 2020, worth a combined $5.94B — up 62% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PLAN positions and 45 closed out — a net gain of 31 holders — while 102 added to existing stakes and 59 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $236M. The largest seller was JP Morgan Chase, cutting an estimated $115M.

  • 261 institutional investors held Anaplan, Inc. (PLAN) as of Q2 2020, up from 230 in Q1 2020.
  • Funds reported $5.94B of Anaplan, Inc. stock for Q2 2020, up 62% quarter-over-quarter.
  • 76 funds opened new Anaplan, Inc. positions in Q2 2020 and 45 closed out, a net change of +31 holders.
  • The largest Anaplan, Inc. buyer in Q2 2020 was Viking Global Investors, an estimated $236M added.
  • The largest Anaplan, Inc. seller in Q2 2020 was JP Morgan Chase, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2020.