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PLAN

Anaplan, Inc.

Delisted

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

212 hedge funds and large institutions have $4.45B invested in Anaplan, Inc. in 2019 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $164M | Put options by funds: $46M

22% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 60

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $4.18B → $4.45B (+$270M)

4% more funds holding

Funds holding: 204212 (+8)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
212
Holders Change
+8
Holders Change %
+3.92%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
56
Increased
73
Reduced
60
Closed
48
Calls
$164M
Puts
$46M
Net Calls
+$118M
Net Calls Change
+$61.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Coatue Management
1
Coatue Management
New York
$602M +$38.2M +703,381 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$383M +$42.6M +784,547 +11%
MCAI
3
Meritech Capital Associates IV
California
$298M -$43M -792,648 -11%
MCM
4
Melvin Capital Management
New York
$239M +$87.2M +1,606,981 +46%
BlackRock
5
BlackRock
New York
$203M +$111M +2,039,938 +89%
WRCM
6
Whale Rock Capital Management
Massachusetts
$181M +$209M +3,844,093 New
DCP
7
D1 Capital Partners
New York
$155M +$179M +3,304,889 New
JP Morgan Chase
8
JP Morgan Chase
New York
$122M +$1.98M +36,395 +1%
Alkeon Capital Management
9
Alkeon Capital Management
New York
$120M
AllianceBernstein
10
AllianceBernstein
Tennessee
$115M +$43.1M +794,356 +48%
Invesco
11
Invesco
Georgia
$105M +$9.87M +181,872 +9%
N
12
Nuveen
North Carolina
$88M -$25.9M -478,051 -20%
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$88M
Citadel Advisors
14
Citadel Advisors
Florida
$82.2M -$44.8M -825,333 -32%
MC
15
Maplelane Capital
New York
$74.6M -$6.09M -112,285 -7%
BCPEMI
16
Bain Capital Public Equity Management II
Massachusetts
$72.8M -$16M -294,065 -16%
PCM
17
Palestra Capital Management
New York
$71.5M +$82.5M +1,520,856 New
Capital Research Global Investors
18
Capital Research Global Investors
California
$69.1M
DFO
19
Duquesne Family Office
New York
$62.2M +$71.8M +1,323,345 New
Tiger Global Management
20
Tiger Global Management
New York
$56.7M +$65.5M +1,207,000 New
State Street
21
State Street
Massachusetts
$46.6M +$4.75M +87,602 +10%
Morgan Stanley
22
Morgan Stanley
New York
$45.4M +$4.13M +76,018 +9%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$44M +$32.2M +593,282 +173%
Ameriprise
24
Ameriprise
Minnesota
$42M +$891K +16,413 +2%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$41.8M +$8.25M +152,100 +21%

PLAN Hedge Fund Activity: Q3 2019 in Review

212 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2019, worth a combined $4.45B — up 6.5% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PLAN positions and 48 closed out — a net gain of 8 holders — while 73 added to existing stakes and 60 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $209M. The largest seller was Holocene Advisors, exiting entirely with an estimated $88.7M sold.

  • 212 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2019, up from 204 in Q2 2019.
  • Funds reported $4.45B of Anaplan, Inc. stock for Q3 2019, up 6.5% quarter-over-quarter.
  • 56 funds opened new Anaplan, Inc. positions in Q3 2019 and 48 closed out, a net change of +8 holders.
  • The largest Anaplan, Inc. buyer in Q3 2019 was Whale Rock Capital Management, an estimated $209M added.
  • The largest Anaplan, Inc. seller in Q3 2019 was Holocene Advisors, an estimated $88.7M sold.

Based on aggregated 13F filings for Q3 2019.