Arista Networks
ANET
270 hedge funds and large institutions have $5.79B invested in Arista Networks in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 79 increasing their positions, 83 reducing their positions, and 28 closing their positions.
164% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 28
45% more capital invested
Capital invested by funds: $4B → $5.79B (+$1.79B)
42.8% more ownership
Funds ownership: 944.5% → 987.3% (+43%)
17% more funds holding
Funds holding: 230 → 270 (+40)
5% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 83
11% less call options, than puts
Call options by funds: $36.1M | Put options by funds: $40.7M
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$185M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$140M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$88.4M |
| 4 |
D.E. Shaw & Co
New York
|
+$48M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$123M |
| 2 |
CCM
Criterion Capital Management
San Francisco,
California
|
-$45M |
| 3 |
Renaissance Technologies
New York
|
-$32.1M |
| 4 |
Millennium Management
New York
|
-$27.3M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$21.4M |
ANET Hedge Fund Activity: Q1 2017 in Review
270 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q1 2017, worth a combined $5.79B — up 45% from $4B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new ANET positions and 28 closed out — a net gain of 46 holders — while 79 added to existing stakes and 83 trimmed.
The largest buyer was BlackRock, adding an estimated $185M. The largest seller was AllianceBernstein, cutting an estimated $123M.
- 270 institutional investors held Arista Networks (ANET) as of Q1 2017, up from 230 in Q4 2016.
- Funds reported $5.79B of Arista Networks stock for Q1 2017, up 45% quarter-over-quarter.
- 74 funds opened new Arista Networks positions in Q1 2017 and 28 closed out, a net change of +46 holders.
- The largest Arista Networks buyer in Q1 2017 was BlackRock, an estimated $185M added.
- The largest Arista Networks seller in Q1 2017 was AllianceBernstein, an estimated $123M sold.
Based on aggregated 13F filings for Q1 2017.