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PLAN

Anaplan, Inc.

Delisted

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

261 hedge funds and large institutions have $5.94B invested in Anaplan, Inc. in 2020 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 102 increasing their positions, 59 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $92.3M | Put options by funds: $29.3M

73% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 59

69% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 45

62% more capital invested

Capital invested by funds: $3.67B → $5.94B (+$2.27B)

13% more funds holding

Funds holding: 230261 (+31)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
261
Holders Change
+31
Holders Change %
+13.48%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
76
Increased
102
Reduced
59
Closed
45
Calls
$92.3M
Puts
$29.3M
Net Calls
+$63.1M
Net Calls Change
+$42M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$515M +$80M +1,911,348 +20%
Coatue Management
2
Coatue Management
New York
$391M -$104M -2,479,575 -22%
Tiger Global Management
3
Tiger Global Management
New York
$308M
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$303M +$2.86M +68,226 +1%
BlackRock
5
BlackRock
New York
$300M +$51.6M +1,232,973 +23%
Viking Global Investors
6
Viking Global Investors
Connecticut
$260M +$236M +5,630,107 +4,824%
BCM
7
Brown Capital Management
Maryland
$216M +$126M +3,018,915 +173%
DCP
8
D1 Capital Partners
New York
$214M -$51.7M -1,235,340 -21%
Capital Research Global Investors
9
Capital Research Global Investors
California
$196M +$120M +2,855,618 +194%
MCAI
10
Meritech Capital Associates IV
California
$179M -$42.2M -1,006,663 -20%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$167M +$89M +2,124,926 +136%
SCM
12
Steadfast Capital Management
New York
$152M -$9.86M -235,454 -7%
KCM
13
Kensico Capital Management
Connecticut
$150M +$138M +3,305,000 New
SC
14
Sculptor Capital
New York
$141M +$49.6M +1,184,016 +61%
JP Morgan Chase
15
JP Morgan Chase
New York
$123M -$115M -2,740,737 -50%
AllianceBernstein
16
AllianceBernstein
Tennessee
$115M -$29.4M -701,676 -22%
BCPEMI
17
Bain Capital Public Equity Management II
Massachusetts
$95M +$4.97M +118,774 +6%
MCM
18
Melvin Capital Management
New York
$89.5M -$110M -2,625,000 -57%
Baillie Gifford & Co
19
Baillie Gifford & Co
United Kingdom
$84.8M
Barclays
20
Barclays
United Kingdom
$82.6M +$68.4M +1,632,562 +859%
N
21
Nuveen
North Carolina
$82M +$10.3M +246,155 +16%
Goldman Sachs
22
Goldman Sachs
New York
$73.5M +$21.3M +508,854 +46%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$70M +$20.4M +486,163 +46%
CCM
24
Cadian Capital Management
New York
$66.8M +$61.8M +1,475,000 New
Alkeon Capital Management
25
Alkeon Capital Management
New York
$66.8M -$22.6M -540,000 -27%

PLAN Hedge Fund Activity: Q2 2020 in Review

261 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q2 2020, worth a combined $5.94B — up 62% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PLAN positions and 45 closed out — a net gain of 31 holders — while 102 added to existing stakes and 59 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $236M. The largest seller was JP Morgan Chase, cutting an estimated $115M.

  • 261 institutional investors held Anaplan, Inc. (PLAN) as of Q2 2020, up from 230 in Q1 2020.
  • Funds reported $5.94B of Anaplan, Inc. stock for Q2 2020, up 62% quarter-over-quarter.
  • 76 funds opened new Anaplan, Inc. positions in Q2 2020 and 45 closed out, a net change of +31 holders.
  • The largest Anaplan, Inc. buyer in Q2 2020 was Viking Global Investors, an estimated $236M added.
  • The largest Anaplan, Inc. seller in Q2 2020 was JP Morgan Chase, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2020.