Anaplan, Inc.
PLAN
PLAN was delisted on the 21st of June, 2022.
275 hedge funds and large institutions have $6.42B invested in Anaplan, Inc. in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 82 reducing their positions, and 86 closing their positions.
99% more call options, than puts
Call options by funds: $72M | Put options by funds: $36.2M
33% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 82
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
12% less funds holding
Funds holding: 313 → 275 (-38)
23% less capital invested
Capital invested by funds: $8.3B → $6.42B (-$1.88B)
38% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$264M |
| 2 |
CM
Corvex Management
New York
|
+$167M |
| 3 |
Morgan Stanley
New York
|
+$163M |
| 4 |
MG
Meritage Group
San Francisco,
California
|
+$128M |
| 5 |
CAM
Contour Asset Management
New York
|
+$97.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Steadfast Capital Management
New York
|
-$187M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$166M |
| 3 |
PCM
Palestra Capital Management
New York
|
-$143M |
| 4 |
MCM
Melvin Capital Management
New York
|
-$140M |
| 5 |
SCM
Suvretta Capital Management
New York
|
-$132M |
PLAN Hedge Fund Activity: Q4 2021 in Review
275 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q4 2021, worth a combined $6.42B — down 23% from $8.3B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of PLAN and 53 opened new positions — a net loss of 33 holders — while 82 trimmed existing stakes and 109 added.
The largest buyer was UBS Group, adding an estimated $264M. The largest seller was Steadfast Capital Management, exiting entirely with an estimated $187M sold.
- 275 institutional investors held Anaplan, Inc. (PLAN) as of Q4 2021, down from 313 in Q3 2021.
- Funds reported $6.42B of Anaplan, Inc. stock for Q4 2021, down 23% quarter-over-quarter.
- 53 funds opened new Anaplan, Inc. positions in Q4 2021 and 86 closed out, a net change of -33 holders.
- The largest Anaplan, Inc. buyer in Q4 2021 was UBS Group, an estimated $264M added.
- The largest Anaplan, Inc. seller in Q4 2021 was Steadfast Capital Management, an estimated $187M sold.
Based on aggregated 13F filings for Q4 2021.