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PLAN

Anaplan, Inc.

Delisted

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

327 hedge funds and large institutions have $9.89B invested in Anaplan, Inc. in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 127 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 30

94% more call options, than puts

Call options by funds: $147M | Put options by funds: $75.8M

41% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 90

19% more funds holding

Funds holding: 274327 (+53)

16% more capital invested

Capital invested by funds: $8.55B → $9.89B (+$1.33B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
327
Holders Change
+53
Holders Change %
+19.34%
% of All Funds
5.79%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
85
Increased
127
Reduced
90
Closed
30
Calls
$147M
Puts
$75.8M
Net Calls
+$71.1M
Net Calls Change
-$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$854M +$20.7M +318,016 +3%
Coatue Management
2
Coatue Management
New York
$607M -$241M -3,707,104 -30%
BlackRock
3
BlackRock
New York
$472M +$12.6M +193,099 +3%
Morgan Stanley
4
Morgan Stanley
New York
$433M +$372M +5,721,157 +1,912%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$385M +$49.6M +762,449 +17%
BCM
6
Brown Capital Management
Maryland
$352M +$1.35M +20,761 +0.4%
Capital Research Global Investors
7
Capital Research Global Investors
California
$302M -$24.5M -377,204 -8%
SC
8
Sculptor Capital
New York
$281M +$52M +799,992 +26%
JP Morgan Chase
9
JP Morgan Chase
New York
$276M -$166M -2,552,341 -40%
KCM
10
Kensico Capital Management
Connecticut
$235M -$16.7M -256,200 -7%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$225M +$26.7M +410,492 +15%
SCM
12
Steadfast Capital Management
New York
$212M -$22.5M -346,370 -11%
AllianceBernstein
13
AllianceBernstein
Tennessee
$197M +$17.4M +267,539 +11%
JSP
14
Jackson Square Partners
California
$188M -$4.96M -76,211 -3%
N
15
Nuveen
North Carolina
$178M +$43.3M +665,553 +37%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$172M -$7.36M -113,200 -5%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$144M +$4.83M +74,341 +4%
SCM
18
Suvretta Capital Management
New York
$141M +$1.46M +22,412 +1%
PCM
19
Palestra Capital Management
New York
$140M -$16.4M -251,877 -11%
Deutsche Bank
20
Deutsche Bank
Germany
$137M +$52.2M +802,823 +73%
Baillie Gifford & Co
21
Baillie Gifford & Co
United Kingdom
$134M +$19.2K +296 +0%
SIM
22
SRS Investment Management
New York
$132M -$4.68M -72,000 -4%
CCM
23
Cadian Capital Management
New York
$132M +$16.1M +246,948 +16%
State Street
24
State Street
Massachusetts
$117M +$4.94M +75,918 +5%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$111M +$8.5M +130,734 +9%

PLAN Hedge Fund Activity: Q4 2020 in Review

327 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q4 2020, worth a combined $9.89B — up 16% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PLAN positions and 30 closed out — a net gain of 55 holders — while 127 added to existing stakes and 90 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $372M. The largest seller was Tiger Global Management, cutting an estimated $359M.

  • 327 institutional investors held Anaplan, Inc. (PLAN) as of Q4 2020, up from 274 in Q3 2020.
  • Funds reported $9.89B of Anaplan, Inc. stock for Q4 2020, up 16% quarter-over-quarter.
  • 85 funds opened new Anaplan, Inc. positions in Q4 2020 and 30 closed out, a net change of +55 holders.
  • The largest Anaplan, Inc. buyer in Q4 2020 was Morgan Stanley, an estimated $372M added.
  • The largest Anaplan, Inc. seller in Q4 2020 was Tiger Global Management, an estimated $359M sold.

Based on aggregated 13F filings for Q4 2020.