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PLAN

Anaplan, Inc.

Delisted

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

304 hedge funds and large institutions have $7.27B invested in Anaplan, Inc. in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 104 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $30M

14% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 104

7% less funds holding

Funds holding: 327304 (-23)

26% less capital invested

Capital invested by funds: $9.89B → $7.27B (-$2.62B)

26% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 68

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
304
Holders Change
-23
Holders Change %
-7.03%
% of All Funds
5.34%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
50
Increased
119
Reduced
104
Closed
68
Calls
$76.8M
Puts
$30M
Net Calls
+$46.7M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$659M +$23.5M +348,276 +3%
BlackRock
2
BlackRock
New York
$358M +$4.4M +65,218 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$310M +$27.1M +402,453 +8%
Coatue Management
4
Coatue Management
New York
$297M -$198M -2,939,578 -35%
BCM
5
Brown Capital Management
Maryland
$264M -$121K -1,795 -0%
Morgan Stanley
6
Morgan Stanley
New York
$239M -$107M -1,581,806 -26%
SC
7
Sculptor Capital
New York
$207M -$5.09M -75,453 -2%
Capital Research Global Investors
8
Capital Research Global Investors
California
$190M -$45.6M -676,786 -16%
JP Morgan Chase
9
JP Morgan Chase
New York
$184M -$28.1M -416,972 -11%
JSP
10
Jackson Square Partners
California
$179M +$48.1M +713,229 +27%
Alkeon Capital Management
11
Alkeon Capital Management
New York
$170M +$176M +2,603,808 +469%
SCM
12
Steadfast Capital Management
New York
$169M +$12.5M +185,946 +6%
N
13
Nuveen
North Carolina
$166M +$41.7M +617,929 +25%
AllianceBernstein
14
AllianceBernstein
Tennessee
$152M +$5.13M +76,033 +3%
SCM
15
Suvretta Capital Management
New York
$147M +$52.3M +775,621 +40%
Citadel Advisors
16
Citadel Advisors
Florida
$146M +$80.2M +1,189,544 +78%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$139M +$39.1M +580,203 +29%
KCM
18
Kensico Capital Management
Connecticut
$128M -$60.9M -903,400 -28%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$120M +$70.2M +1,040,846 +87%
CCM
20
Cadian Capital Management
New York
$107M +$10.2M +150,747 +8%
TGHSA
21
TPG Group Holdings (SBS) Advisors
Texas
$104M +$130M +1,927,600 New
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$94.7M -$42.4M -629,195 -26%
State Street
23
State Street
Massachusetts
$90.2M +$3.07M +45,564 +3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$87M +$4.53M +67,140 +4%
Alyeska Investment Group
25
Alyeska Investment Group
Illinois
$86.2M +$108M +1,601,262 New

PLAN Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2021, worth a combined $7.27B — down 26% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PLAN and 50 opened new positions — a net loss of 18 holders — while 104 trimmed existing stakes and 119 added.

The largest buyer was Alkeon Capital Management, adding an estimated $176M. The largest seller was Coatue Management, cutting an estimated $198M.

  • 304 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2021, down from 327 in Q4 2020.
  • Funds reported $7.27B of Anaplan, Inc. stock for Q1 2021, down 26% quarter-over-quarter.
  • 50 funds opened new Anaplan, Inc. positions in Q1 2021 and 68 closed out, a net change of -18 holders.
  • The largest Anaplan, Inc. buyer in Q1 2021 was Alkeon Capital Management, an estimated $176M added.
  • The largest Anaplan, Inc. seller in Q1 2021 was Coatue Management, an estimated $198M sold.

Based on aggregated 13F filings for Q1 2021.