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PLAN

Anaplan, Inc.

Delisted

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

335 hedge funds and large institutions have $8.98B invested in Anaplan, Inc. in 2022 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more funds holding in top 10

Funds holding in top 10: 732 (+25)

218% more call options, than puts

Call options by funds: $204M | Put options by funds: $64.3M

88% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 73

40% more capital invested

Capital invested by funds: $6.42B → $8.98B (+$2.56B)

22% more funds holding

Funds holding: 275335 (+60)

2% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 85

Holders
335
Holders Change
+60
Holders Change %
+21.82%
% of All Funds
5.28%
Holding in Top 10
32
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+357.14%
% of All Funds
0.5%
New
137
Increased
83
Reduced
85
Closed
73
Calls
$204M
Puts
$64.3M
Net Calls
+$140M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$841M -$10.1M -208,271 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$478M -$138M -2,823,290 -28%
HI
3
HBK Investments
Texas
$441M +$330M +6,775,000 New
BlackRock
4
BlackRock
New York
$412M -$1.46M -29,911 -0.5%
SC
5
Sculptor Capital
New York
$345M -$22.9M -470,016 -8%
PCM
6
Pentwater Capital Management
Florida
$280M +$209M +4,300,000 New
BCM
7
Brown Capital Management
Maryland
$274M -$20.8M -427,030 -9%
CCM
8
Cadian Capital Management
New York
$267M -$51.5M -1,057,286 -21%
Goldman Sachs
9
Goldman Sachs
New York
$266M +$149M +3,065,643 +297%
Millennium Management
10
Millennium Management
New York
$236M +$134M +2,749,230 +314%
TGA
11
TPG GP A
Texas
$210M -$117M -2,393,133 -43%
Fidelity International
12
Fidelity International
Bermuda
$183M +$137M +2,806,600 New
Barclays
13
Barclays
United Kingdom
$160M +$119M +2,435,880 +14,300%
GCL
14
Glazer Capital LLC
New York
$147M +$110M +2,253,612 New
State Street
15
State Street
Massachusetts
$142M +$3.42M +70,296 +3%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$137M +$103M +2,112,814 New
CIP
17
Champlain Investment Partners
Vermont
$131M -$98.1M -2,013,205 -50%
N
18
Natixis
France
$130M +$76.4M +1,568,030 +360%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$119M +$3.97M +81,452 +5%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$112M -$11.7M -240,558 -12%
DKCM
21
Davidson Kempner Capital Management
New York
$103M +$77.2M +1,585,047 New
FCM
22
Farallon Capital Management
California
$102M +$76.5M +1,570,000 New
JP Morgan Chase
23
JP Morgan Chase
New York
$99.2M -$127M -2,612,836 -63%
AllianceBernstein
24
AllianceBernstein
Tennessee
$98M +$898K +18,431 +1%
TAL
25
TIG Advisors LLC
New York
$97.5M +$73M +1,499,008 New

PLAN Hedge Fund Activity: Q1 2022 in Review

335 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Anaplan, Inc. (PLAN) for Q1 2022, worth a combined $8.98B — up 40% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new PLAN positions and 73 closed out — a net gain of 64 holders — while 83 added to existing stakes and 85 trimmed.

The largest buyer was HBK Investments, opening a new position worth an estimated $330M. The largest seller was UBS Group, cutting an estimated $213M.

  • 335 institutional investors held Anaplan, Inc. (PLAN) as of Q1 2022, up from 275 in Q4 2021.
  • Funds reported $8.98B of Anaplan, Inc. stock for Q1 2022, up 40% quarter-over-quarter.
  • 137 funds opened new Anaplan, Inc. positions in Q1 2022 and 73 closed out, a net change of +64 holders.
  • The largest Anaplan, Inc. buyer in Q1 2022 was HBK Investments, an estimated $330M added.
  • The largest Anaplan, Inc. seller in Q1 2022 was UBS Group, an estimated $213M sold.

Based on aggregated 13F filings for Q1 2022.