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PLAN

Anaplan, Inc.

Delisted

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

252 hedge funds and large institutions have $5.57B invested in Anaplan, Inc. in 2019 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $103M | Put options by funds: $40.5M

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

25% more capital invested

Capital invested by funds: $4.45B → $5.57B (+$1.12B)

19% more funds holding

Funds holding: 212252 (+40)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

Holders
252
Holders Change
+40
Holders Change %
+18.87%
% of All Funds
4.97%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
76
Increased
98
Reduced
64
Closed
30
Calls
$103M
Puts
$40.5M
Net Calls
+$62.6M
Net Calls Change
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$487M +$56.1M +1,130,631 +14%
Coatue Management
2
Coatue Management
New York
$477M -$184M -3,706,077 -29%
MCM
3
Melvin Capital Management
New York
$316M +$47.3M +952,864 +19%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$304M +$252M +5,074,649 +695%
MCAI
5
Meritech Capital Associates IV
California
$279M -$50.2M -1,011,845 -16%
BlackRock
6
BlackRock
New York
$260M +$31.3M +629,956 +15%
JP Morgan Chase
7
JP Morgan Chase
New York
$221M +$79.9M +1,611,226 +62%
DCP
8
D1 Capital Partners
New York
$160M -$12.6M -254,889 -8%
Alkeon Capital Management
9
Alkeon Capital Management
New York
$140M +$5.95M +120,000 +5%
Citadel Advisors
10
Citadel Advisors
Florida
$138M +$43.9M +885,306 +51%
AllianceBernstein
11
AllianceBernstein
Tennessee
$134M +$5.53M +111,361 +5%
Tiger Global Management
12
Tiger Global Management
New York
$115M +$48.9M +985,400 +82%
Invesco
13
Invesco
Georgia
$113M -$3.63M -73,259 -3%
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$98.1M
BCPEMI
15
Bain Capital Public Equity Management II
Massachusetts
$89.1M +$7.46M +150,267 +10%
MC
16
Maplelane Capital
New York
$88.3M +$4.8M +96,759 +6%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$84.3M +$45.7M +921,148 +134%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$81.7M +$77.3M +1,558,856 New
Capital Research Global Investors
19
Capital Research Global Investors
California
$77.1M
Two Sigma Advisers
20
Two Sigma Advisers
New York
$75.6M +$27.5M +554,000 +62%
Goldman Sachs
21
Goldman Sachs
New York
$70.8M +$47.3M +952,927 +240%
N
22
Nuveen
North Carolina
$61.5M -$34.7M -698,764 -37%
State Street
23
State Street
Massachusetts
$60.5M +$8.07M +162,555 +16%
SC
24
Sculptor Capital
New York
$57.4M +$54.4M +1,095,770 New
WRCM
25
Whale Rock Capital Management
Massachusetts
$56.3M -$137M -2,770,546 -72%

PLAN Hedge Fund Activity: Q4 2019 in Review

252 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q4 2019, worth a combined $5.57B — up 25% from $4.45B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PLAN positions and 30 closed out — a net gain of 46 holders — while 98 added to existing stakes and 64 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $252M. The largest seller was Coatue Management, cutting an estimated $184M.

  • 252 institutional investors held Anaplan, Inc. (PLAN) as of Q4 2019, up from 212 in Q3 2019.
  • Funds reported $5.57B of Anaplan, Inc. stock for Q4 2019, up 25% quarter-over-quarter.
  • 76 funds opened new Anaplan, Inc. positions in Q4 2019 and 30 closed out, a net change of +46 holders.
  • The largest Anaplan, Inc. buyer in Q4 2019 was T. Rowe Price Associates, an estimated $252M added.
  • The largest Anaplan, Inc. seller in Q4 2019 was Coatue Management, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2019.