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PLAN

Anaplan, Inc.

Delisted

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

230 hedge funds and large institutions have $3.67B invested in Anaplan, Inc. in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 80 increasing their positions, 70 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $24.6M

14% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 70

9% less funds holding

Funds holding: 252230 (-22)

21% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 86

34% less capital invested

Capital invested by funds: $5.57B → $3.67B (-$1.91B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
230
Holders Change
-22
Holders Change %
-8.73%
% of All Funds
5.07%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.15%
New
68
Increased
80
Reduced
70
Closed
86
Calls
$45.7M
Puts
$24.6M
Net Calls
+$21.1M
Net Calls Change
-$41.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Coatue Management
1
Coatue Management
New York
$336M +$99.9M +2,004,245 +22%
Vanguard Group
2
Vanguard Group
Pennsylvania
$286M +$8.69M +174,196 +2%
Tiger Global Management
3
Tiger Global Management
New York
$206M +$230M +4,608,503 +210%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$200M +$40.4M +810,126 +14%
DCP
5
D1 Capital Partners
New York
$180M +$145M +2,912,617 +95%
JP Morgan Chase
6
JP Morgan Chase
New York
$165M +$62.2M +1,247,136 +30%
BlackRock
7
BlackRock
New York
$163M +$21M +421,430 +8%
MCAI
8
Meritech Capital Associates IV
California
$150M -$18.1M -362,176 -7%
MCM
9
Melvin Capital Management
New York
$139M -$71.6M -1,436,684 -24%
SCM
10
Steadfast Capital Management
New York
$108M +$179M +3,581,169 New
AllianceBernstein
11
AllianceBernstein
Tennessee
$98.4M +$34.9M +700,122 +27%
HCM
12
HMI Capital Management
California
$96.3M +$112M +2,246,903 +240%
LPC
13
Lone Pine Capital
Connecticut
$66.6M +$110M +2,200,000 New
Alkeon Capital Management
14
Alkeon Capital Management
New York
$61M -$32.4M -650,000 -24%
BCPEMI
15
Bain Capital Public Equity Management II
Massachusetts
$59.8M +$13.8M +277,239 +16%
SC
16
Sculptor Capital
New York
$58.5M +$41.8M +837,732 +76%
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$56.6M
BCM
18
Brown Capital Management
Maryland
$52.8M +$86.9M +1,743,580 New
Invesco
19
Invesco
Georgia
$51M -$23.8M -477,728 -22%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$47.4M +$52.9M +1,061,640 +211%
N
21
Nuveen
North Carolina
$47.3M +$19.4M +389,841 +33%
Citadel Advisors
22
Citadel Advisors
Florida
$45.7M -$56.1M -1,124,779 -43%
Capital Research Global Investors
23
Capital Research Global Investors
California
$44.5M
Wells Fargo
24
Wells Fargo
California
$44.2M +$43.3M +869,121 +147%
WRCM
25
Whale Rock Capital Management
Massachusetts
$40.3M +$12.9M +259,594 +24%

PLAN Hedge Fund Activity: Q1 2020 in Review

230 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2020, worth a combined $3.67B — down 34% from $5.57B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of PLAN and 68 opened new positions — a net loss of 18 holders — while 70 trimmed existing stakes and 80 added.

The largest buyer was Tiger Global Management, adding an estimated $230M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $81.7M sold.

  • 230 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2020, down from 252 in Q4 2019.
  • Funds reported $3.67B of Anaplan, Inc. stock for Q1 2020, down 34% quarter-over-quarter.
  • 68 funds opened new Anaplan, Inc. positions in Q1 2020 and 86 closed out, a net change of -18 holders.
  • The largest Anaplan, Inc. buyer in Q1 2020 was Tiger Global Management, an estimated $230M added.
  • The largest Anaplan, Inc. seller in Q1 2020 was William Blair Investment Management, an estimated $81.7M sold.

Based on aggregated 13F filings for Q1 2020.