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PLAN

Anaplan, Inc.

Delisted

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

126 hedge funds and large institutions have $1.78B invested in Anaplan, Inc. in 2019 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more call options, than puts

Call options by funds: $7.78M | Put options by funds: $1.5M

183% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 18

51% more capital invested

Capital invested by funds: $1.18B → $1.78B (+$599M)

35% more funds holding

Funds holding: 93126 (+33)

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
126
Holders Change
+33
Holders Change %
+35.48%
% of All Funds
2.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
51
Increased
29
Reduced
24
Closed
18
Calls
$7.78M
Puts
$1.5M
Net Calls
+$6.27M
Net Calls Change
+$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Coatue Management
1
Coatue Management
New York
$356M -$274K -8,135 -0.1%
MCAI
2
Meritech Capital Associates IV
California
$312M
SI
3
Salesforce Inc
California
$117M
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$73.7M
JP Morgan Chase
5
JP Morgan Chase
New York
$73.6M -$13.4M -396,667 -18%
Vanguard Group
6
Vanguard Group
Pennsylvania
$64.5M +$2.21M +65,707 +4%
BCPEM
7
Bain Capital Public Equity Management
Massachusetts
$61M -$10.4M -307,777 -17%
Sands Capital Management
8
Sands Capital Management
Virginia
$55.1M -$6.79M -201,795 -13%
Citadel Advisors
9
Citadel Advisors
Florida
$51.3M -$11.1M -331,129 -20%
Capital World Investors
10
Capital World Investors
California
$48.5M
Alkeon Capital Management
11
Alkeon Capital Management
New York
$48.4M +$18.5M +549,989 +81%
BlackRock
12
BlackRock
New York
$45.5M +$832K +24,716 +2%
TCIM
13
TIAA CREF Investment Management
New York
$43.5M +$3.71M +110,082 +11%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$29.3M -$760K -22,579 -3%
Wells Fargo
15
Wells Fargo
California
$28.7M +$3.43M +101,832 +16%
HCM
16
HMI Capital Management
California
$25.4M -$23M -682,509 -51%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$23.3M -$395K -11,737 -2%
APC
18
Alta Park Capital
California
$21.8M
EPC
19
Emerson Point Capital
New York
$17.3M +$14.8M +439,769 New
Ameriprise
20
Ameriprise
Minnesota
$16.4M +$1.93M +57,438 +16%
Morgan Stanley
21
Morgan Stanley
New York
$16.1M +$12.5M +371,127 +996%
TAM
22
Telemark Asset Management
Massachusetts
$15.7M
HCM
23
Hitchwood Capital Management
New York
$15.7M +$13.5M +400,000 New
State Street
24
State Street
Massachusetts
$13.5M +$2.26M +67,049 +24%
Millennium Management
25
Millennium Management
New York
$13.2M +$2.13M +63,246 +23%

PLAN Hedge Fund Activity: Q1 2019 in Review

126 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2019, worth a combined $1.78B — up 51% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PLAN positions and 18 closed out — a net gain of 33 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Alkeon Capital Management, adding an estimated $18.5M. The largest seller was HMI Capital Management, cutting an estimated $23M.

  • 126 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2019, up from 93 in Q4 2018.
  • Funds reported $1.78B of Anaplan, Inc. stock for Q1 2019, up 51% quarter-over-quarter.
  • 51 funds opened new Anaplan, Inc. positions in Q1 2019 and 18 closed out, a net change of +33 holders.
  • The largest Anaplan, Inc. buyer in Q1 2019 was Alkeon Capital Management, an estimated $18.5M added.
  • The largest Anaplan, Inc. seller in Q1 2019 was HMI Capital Management, an estimated $23M sold.

Based on aggregated 13F filings for Q1 2019.