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PLAN

Anaplan, Inc.

Delisted

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

274 hedge funds and large institutions have $8.55B invested in Anaplan, Inc. in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $178M | Put options by funds: $51M

44% more capital invested

Capital invested by funds: $5.94B → $8.55B (+$2.62B)

25% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 52

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

5% more funds holding

Funds holding: 261274 (+13)

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
5.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
65
Increased
96
Reduced
84
Closed
52
Calls
$178M
Puts
$51M
Net Calls
+$127M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
201
Utah Retirement Systems
Utah
$350K +$10.3K +200 +4%
Verition Fund Management
202
Verition Fund Management
Connecticut
$338K +$279K +5,405 New
LI
203
Latash Investments
Alaska
$335K
AWM
204
Avitas Wealth Management
California
$330K +$15.5K +301 +6%
TC
205
Truvestments Capital
Florida
$316K +$137K +2,657 +111%
BOTOTLSJU
206
Board of Trustees of The Leland Stanford Junior University
California
$314K -$196K -3,794 -43%
VF
207
Virtu Financial
New York
$312K +$257K +4,992 New
Prudential Financial
208
Prudential Financial
New Jersey
$310K -$10.3K -200 -4%
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$301K +$6.13K +119 +3%
JMPWA
210
JP Morgan Private Wealth Advisors
California
$298K +$5.62K +109 +2%
SCA
211
Spearhead Capital Advisors
Florida
$294K +$242K +4,695 New
TMAM
212
Tokio Marine Asset Management
Japan
$288K
Wolverine Trading
213
Wolverine Trading
Illinois
$267K -$121K -2,353 -35%
IRF
214
IBM Retirement Fund
New York
$265K +$218K +4,233 New
QP
215
Quilter Plc
United Kingdom
$259K +$213K +4,138 New
GCP
216
GSA Capital Partners
United Kingdom
$256K +$211K +4,098 New
OPFM
217
Optimus Prime Fund Management
Cayman Islands
$250K
SFS
218
Sowell Financial Services
Arkansas
$237K -$12K -232 -6%
SF
219
Symphony Financial
Texas
$237K +$195K +3,789 New
SAS
220
Stelac Advisory Services
New York
$228K +$188K +3,645 New
AIG
221
American International Group
New York
$213K -$7.99K -155 -4%
M&T Bank
222
M&T Bank
New York
$212K +$175K +3,390 New
AQR Capital Management
223
AQR Capital Management
Connecticut
$204K -$483K -9,369 -74%
ZCA
224
Zeke Capital Advisors
Pennsylvania
$202K +$166K +3,221 New
CQS
225
Credential Qtrade Securities
$191K +$157K +3,055 New

PLAN Hedge Fund Activity: Q3 2020 in Review

274 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2020, worth a combined $8.55B — up 44% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PLAN positions and 52 closed out — a net gain of 13 holders — while 96 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $189M. The largest seller was Viking Global Investors, exiting entirely with an estimated $260M sold.

  • 274 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2020, up from 261 in Q2 2020.
  • Funds reported $8.55B of Anaplan, Inc. stock for Q3 2020, up 44% quarter-over-quarter.
  • 65 funds opened new Anaplan, Inc. positions in Q3 2020 and 52 closed out, a net change of +13 holders.
  • The largest Anaplan, Inc. buyer in Q3 2020 was JP Morgan Chase, an estimated $189M added.
  • The largest Anaplan, Inc. seller in Q3 2020 was Viking Global Investors, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2020.