Arista Networks
ANET
507 hedge funds and large institutions have $9.58B invested in Arista Networks in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 161 increasing their positions, 193 reducing their positions, and 88 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
23.38% more ownership
Funds ownership: 969.51% → 992.89% (+23%)
2% more capital invested
Capital invested by funds: $9.42B → $9.58B (+$165M)
5% less funds holding
Funds holding: 531 → 507 (-24)
17% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 193
22% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 88
50% less call options, than puts
Call options by funds: $171M | Put options by funds: $345M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$283M |
| 2 |
Renaissance Technologies
New York
|
+$102M |
| 3 |
PC
Polar Capital
London,
United Kingdom
|
+$60.6M |
| 4 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
+$54.8M |
| 5 |
WM
Wishbone Management
Chicago,
Illinois
|
+$38.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$83.2M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$74.3M |
| 3 |
EPFB
Employees Provident Fund Board
Shah Alam,
Malaysia
|
-$54.2M |
| 4 |
Swedbank
Stockholm,
Sweden
|
-$53M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$52.2M |
ANET Hedge Fund Activity: Q1 2020 in Review
507 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q1 2020, worth a combined $9.58B — up 1.7% from $9.42B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of ANET and 69 opened new positions — a net loss of 19 holders — while 193 trimmed existing stakes and 161 added.
The largest buyer was Capital World Investors, adding an estimated $283M. The largest seller was Fidelity Investments, cutting an estimated $83.2M.
- 507 institutional investors held Arista Networks (ANET) as of Q1 2020, down from 531 in Q4 2019.
- Funds reported $9.58B of Arista Networks stock for Q1 2020, up 1.7% quarter-over-quarter.
- 69 funds opened new Arista Networks positions in Q1 2020 and 88 closed out, a net change of -19 holders.
- The largest Arista Networks buyer in Q1 2020 was Capital World Investors, an estimated $283M added.
- The largest Arista Networks seller in Q1 2020 was Fidelity Investments, an estimated $83.2M sold.
Based on aggregated 13F filings for Q1 2020.