We are live on ! Find out more
PLAN

Anaplan, Inc.

Delisted

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

274 hedge funds and large institutions have $8.55B invested in Anaplan, Inc. in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $178M | Put options by funds: $51M

44% more capital invested

Capital invested by funds: $5.94B → $8.55B (+$2.62B)

25% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 52

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

5% more funds holding

Funds holding: 261274 (+13)

Holders
274
Holders Change
+13
Holders Change %
+4.98%
% of All Funds
5.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
65
Increased
96
Reduced
84
Closed
52
Calls
$178M
Puts
$51M
Net Calls
+$127M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Coatue Management
1
Coatue Management
New York
$761M +$182M +3,526,010 +41%
Vanguard Group
2
Vanguard Group
Pennsylvania
$724M +$10.1M +195,083 +2%
Tiger Global Management
3
Tiger Global Management
New York
$426M
BlackRock
4
BlackRock
New York
$399M -$11.9M -230,773 -3%
JP Morgan Chase
5
JP Morgan Chase
New York
$395M +$189M +3,673,254 +135%
BCM
6
Brown Capital Management
Maryland
$306M +$6.27M +121,682 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$288M +$47M +911,178 +25%
Capital Research Global Investors
8
Capital Research Global Investors
California
$286M +$12.9M +251,152 +6%
KCM
9
Kensico Capital Management
Connecticut
$221M +$11.5M +223,500 +7%
SCM
10
Steadfast Capital Management
New York
$206M -$2.72M -52,873 -2%
SC
11
Sculptor Capital
New York
$195M -$214K -4,151 -0.1%
MCM
12
Melvin Capital Management
New York
$188M +$52.8M +1,025,000 +52%
MCAI
13
Meritech Capital Associates IV
California
$173M -$61.3M -1,188,972 -30%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$170M -$204M -3,964,408 -59%
JSP
15
Jackson Square Partners
California
$168M +$139M +2,689,807 New
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$156M +$49.3M +956,217 +62%
AllianceBernstein
17
AllianceBernstein
Tennessee
$155M -$4.08M -79,087 -3%
PCM
18
Palestra Capital Management
New York
$138M +$114M +2,206,445 New
Holocene Advisors
19
Holocene Advisors
New York
$125M +$102M +1,975,803 +8,165%
SCM
20
Suvretta Capital Management
New York
$121M +$41.2M +800,333 +71%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$120M +$54.8M +1,063,705 +123%
Citadel Advisors
22
Citadel Advisors
Florida
$120M +$97.9M +1,899,764 +8,507%
SIM
23
SRS Investment Management
New York
$120M +$97.1M +1,884,860 +6,673%
Baillie Gifford & Co
24
Baillie Gifford & Co
United Kingdom
$117M
N
25
Nuveen
North Carolina
$113M -$153K -2,964 -0.2%

PLAN Hedge Fund Activity: Q3 2020 in Review

274 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2020, worth a combined $8.55B — up 44% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PLAN positions and 52 closed out — a net gain of 13 holders — while 96 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $189M. The largest seller was Viking Global Investors, exiting entirely with an estimated $260M sold.

  • 274 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2020, up from 261 in Q2 2020.
  • Funds reported $8.55B of Anaplan, Inc. stock for Q3 2020, up 44% quarter-over-quarter.
  • 65 funds opened new Anaplan, Inc. positions in Q3 2020 and 52 closed out, a net change of +13 holders.
  • The largest Anaplan, Inc. buyer in Q3 2020 was JP Morgan Chase, an estimated $189M added.
  • The largest Anaplan, Inc. seller in Q3 2020 was Viking Global Investors, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2020.