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PLAN

Anaplan, Inc.

Delisted

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

313 hedge funds and large institutions have $8.3B invested in Anaplan, Inc. in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 94 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more capital invested

Capital invested by funds: $7.09B → $8.3B (+$1.21B)

12% more call options, than puts

Call options by funds: $160M | Put options by funds: $143M

11% more funds holding

Funds holding: 282313 (+31)

18% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 115

Holders
313
Holders Change
+31
Holders Change %
+10.99%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
66
Increased
94
Reduced
115
Closed
32
Calls
$160M
Puts
$143M
Net Calls
+$17.3M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$777M +$28M +469,532 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$535M -$137M -2,303,833 -21%
BlackRock
3
BlackRock
New York
$369M -$9.22M -154,825 -2%
CCM
4
Cadian Capital Management
New York
$324M +$130M +2,181,724 +70%
BCM
5
Brown Capital Management
Maryland
$286M -$1.5M -25,158 -0.5%
SC
6
Sculptor Capital
New York
$246M -$1.94M -32,513 -0.8%
TGHSA
7
TPG Group Holdings (SBS) Advisors
Texas
$236M +$80.2M +1,346,373 +53%
Alkeon Capital Management
8
Alkeon Capital Management
New York
$228M -$469K -7,881 -0.2%
JP Morgan Chase
9
JP Morgan Chase
New York
$219M -$35.6M -597,801 -14%
CIP
10
Champlain Investment Partners
Vermont
$202M +$50.7M +851,245 +34%
SCM
11
Steadfast Capital Management
New York
$187M -$9.52M -159,923 -5%
JSP
12
Jackson Square Partners
California
$166M -$2.15M -36,103 -1%
EC
13
Eminence Capital
New York
$164M +$161M +2,697,603 New
PCM
14
Palestra Capital Management
New York
$164M +$160M +2,695,000 New
Coatue Management
15
Coatue Management
New York
$145M -$58.2M -976,867 -29%
MCM
16
Melvin Capital Management
New York
$140M +$131M +2,200,000 +2,200%
N
17
Nuveen
North Carolina
$138M -$85.3M -1,433,274 -39%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$138M -$10.5M -176,104 -7%
MWNA
19
Marshall Wace North America
New York
$132M +$21.7M +364,365 +20%
SCM
20
Suvretta Capital Management
New York
$132M +$9.51M +159,690 +8%
State Street
21
State Street
Massachusetts
$127M +$1.34M +22,572 +1%
AM
22
Atreides Management
Massachusetts
$116M +$114M +1,911,008 New
ESCM
23
Echo Street Capital Management
New York
$112M -$9.45M -158,769 -8%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$103M -$34.2M -573,992 -25%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$103M +$1.14M +19,090 +1%

PLAN Hedge Fund Activity: Q3 2021 in Review

313 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q3 2021, worth a combined $8.3B — up 17% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PLAN positions and 32 closed out — a net gain of 34 holders — while 94 added to existing stakes and 115 trimmed.

The largest buyer was Eminence Capital, opening a new position worth an estimated $161M. The largest seller was Fidelity Investments, cutting an estimated $137M.

  • 313 institutional investors held Anaplan, Inc. (PLAN) as of Q3 2021, up from 282 in Q2 2021.
  • Funds reported $8.3B of Anaplan, Inc. stock for Q3 2021, up 17% quarter-over-quarter.
  • 66 funds opened new Anaplan, Inc. positions in Q3 2021 and 32 closed out, a net change of +34 holders.
  • The largest Anaplan, Inc. buyer in Q3 2021 was Eminence Capital, an estimated $161M added.
  • The largest Anaplan, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2021.