Anaplan, Inc.
PLAN
PLAN was delisted on the 21st of June, 2022.
282 hedge funds and large institutions have $7.09B invested in Anaplan, Inc. in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 58 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 83
36% more call options, than puts
Call options by funds: $113M | Put options by funds: $83.7M
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2% less capital invested
Capital invested by funds: $7.27B → $7.09B (-$177M)
7% less funds holding
Funds holding: 304 → 282 (-22)
36% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$296M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$138M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
+$111M |
| 4 |
N
Natixis
Paris,
France
|
+$108M |
| 5 |
CCM
Cadian Capital Management
New York
|
+$64.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$135M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$129M |
| 3 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
|
-$128M |
| 4 |
Morgan Stanley
New York
|
-$122M |
| 5 |
Coatue Management
New York
|
-$120M |
PLAN Hedge Fund Activity: Q2 2021 in Review
282 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q2 2021, worth a combined $7.09B — down 2.4% from $7.27B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of PLAN and 37 opened new positions — a net loss of 21 holders — while 83 trimmed existing stakes and 121 added.
The largest buyer was Fidelity Investments, adding an estimated $296M. The largest seller was AllianceBernstein, cutting an estimated $135M.
- 282 institutional investors held Anaplan, Inc. (PLAN) as of Q2 2021, down from 304 in Q1 2021.
- Funds reported $7.09B of Anaplan, Inc. stock for Q2 2021, down 2.4% quarter-over-quarter.
- 37 funds opened new Anaplan, Inc. positions in Q2 2021 and 58 closed out, a net change of -21 holders.
- The largest Anaplan, Inc. buyer in Q2 2021 was Fidelity Investments, an estimated $296M added.
- The largest Anaplan, Inc. seller in Q2 2021 was AllianceBernstein, an estimated $135M sold.
Based on aggregated 13F filings for Q2 2021.