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PLAN

Anaplan, Inc.

Delisted

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

304 hedge funds and large institutions have $7.27B invested in Anaplan, Inc. in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 104 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $30M

14% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 104

7% less funds holding

Funds holding: 327304 (-23)

26% less capital invested

Capital invested by funds: $9.89B → $7.27B (-$2.62B)

26% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 68

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
304
Holders Change
-23
Holders Change %
-7.03%
% of All Funds
5.34%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
50
Increased
119
Reduced
104
Closed
68
Calls
$76.8M
Puts
$30M
Net Calls
+$46.7M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
201
Metropolitan Life Insurance Company (MetLife)
New York
$528K -$19.4K -288 -3%
Wolverine Trading
202
Wolverine Trading
Illinois
$514K -$287K -4,261 -30%
FRM
203
Fox Run Management
Connecticut
$512K +$641K +9,500 New
SF
204
Synovus Financial
Georgia
$511K +$119K +1,761 +23%
LCS
205
Levin Capital Strategies
New York
$485K +$270K +4,000 +80%
QSS
206
Quantitative Systematic Strategies
Florida
$473K +$196K +2,908 +50%
SAS
207
Stelac Advisory Services
New York
$468K +$97.8K +1,450 +20%
ESCM
208
Echo Street Capital Management
New York
$462K -$220K -3,265 -28%
PAMU
209
Pictet Asset Management (UK)
United Kingdom
$458K -$87.7K -1,300 -13%
PWM
210
Perigon Wealth Management
California
$458K -$6.2K -92 -1%
MF
211
Magnetar Financial
Illinois
$446K +$558K +8,275 New
HSBC Holdings
212
HSBC Holdings
United Kingdom
$443K +$209K +3,106 +59%
GC
213
Guggenheim Capital
Illinois
$438K -$33.1K -491 -6%
EPA
214
Element Pointe Advisors
Florida
$435K
WI
215
Wintrust Investments
Illinois
$415K +$519K +7,700 New
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$396K
ProShare Advisors
217
ProShare Advisors
Maryland
$389K +$28K +415 +6%
ACI
218
AMP Capital Investors
Australia
$384K +$481K +7,128 New
TC
219
Truvestments Capital
Florida
$370K +$84.4K +1,251 +22%
SW
220
SteelPeak Wealth
California
$361K +$67.4K +1,000 +18%
MGIA
221
Moneta Group Investment Advisors
Missouri
$322K +$403K +5,980 New
SCA
222
Spearhead Capital Advisors
Florida
$318K +$73.8K +1,095 +23%
1C
223
1623 Capital
Virginia
$297K +$371K +5,508 New
SG Americas Securities
224
SG Americas Securities
New York
$289K +$362K +5,362 New
ACM
225
Advisors Capital Management
New Jersey
$289K +$362K +5,371 New

PLAN Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2021, worth a combined $7.27B — down 26% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PLAN and 50 opened new positions — a net loss of 18 holders — while 104 trimmed existing stakes and 119 added.

The largest buyer was Alkeon Capital Management, adding an estimated $176M. The largest seller was Coatue Management, cutting an estimated $198M.

  • 304 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2021, down from 327 in Q4 2020.
  • Funds reported $7.27B of Anaplan, Inc. stock for Q1 2021, down 26% quarter-over-quarter.
  • 50 funds opened new Anaplan, Inc. positions in Q1 2021 and 68 closed out, a net change of -18 holders.
  • The largest Anaplan, Inc. buyer in Q1 2021 was Alkeon Capital Management, an estimated $176M added.
  • The largest Anaplan, Inc. seller in Q1 2021 was Coatue Management, an estimated $198M sold.

Based on aggregated 13F filings for Q1 2021.