Arista Networks
ANET
665 hedge funds and large institutions have $17.6B invested in Arista Networks in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 230 increasing their positions, 227 reducing their positions, and 46 closing their positions.
85% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 46
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
20% more capital invested
Capital invested by funds: $14.7B → $17.6B (+$2.9B)
5% more funds holding
Funds holding: 631 → 665 (+34)
1% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 227
2.77% less ownership
Funds ownership: 1,020.62% → 1,017.85% (-2.8%)
20% less call options, than puts
Call options by funds: $299M | Put options by funds: $373M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$277M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$167M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$89M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$86.2M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$86.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$273M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$174M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$110M |
| 4 |
Swedbank
Stockholm,
Sweden
|
-$100M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$72.2M |
ANET Hedge Fund Activity: Q2 2021 in Review
665 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q2 2021, worth a combined $17.6B — up 20% from $14.7B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new ANET positions and 46 closed out — a net gain of 39 holders — while 230 added to existing stakes and 227 trimmed.
The largest buyer was Macquarie Group, adding an estimated $277M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $273M.
- 665 institutional investors held Arista Networks (ANET) as of Q2 2021, up from 631 in Q1 2021.
- Funds reported $17.6B of Arista Networks stock for Q2 2021, up 20% quarter-over-quarter.
- 85 funds opened new Arista Networks positions in Q2 2021 and 46 closed out, a net change of +39 holders.
- The largest Arista Networks buyer in Q2 2021 was Macquarie Group, an estimated $277M added.
- The largest Arista Networks seller in Q2 2021 was Ruane, Cunniff & Goldfarb, an estimated $273M sold.
Based on aggregated 13F filings for Q2 2021.