Arista Networks
ANET
549 hedge funds and large institutions have $10.3B invested in Arista Networks in 2020 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 144 reducing their positions, and 47 closing their positions.
91% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 47
51% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 144
40.39% more ownership
Funds ownership: 992.89% → 1,033.29% (+40%)
8% more funds holding
Funds holding: 507 → 549 (+42)
7% more capital invested
Capital invested by funds: $9.58B → $10.3B (+$687M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
47% less call options, than puts
Call options by funds: $152M | Put options by funds: $289M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$117M |
| 2 |
JP Morgan Chase
New York
|
+$112M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$87.6M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$84.9M |
| 5 |
Renaissance Technologies
New York
|
+$76.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$209M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$89.2M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$81.4M |
| 4 |
SEP
Soma Equity Partners
San Francisco,
California
|
-$81M |
| 5 |
PC
Polar Capital
London,
United Kingdom
|
-$66M |
ANET Hedge Fund Activity: Q2 2020 in Review
549 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q2 2020, worth a combined $10.3B — up 7.2% from $9.58B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new ANET positions and 47 closed out — a net gain of 43 holders — while 217 added to existing stakes and 144 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $117M. The largest seller was Jackson Square Partners, cutting an estimated $209M.
- 549 institutional investors held Arista Networks (ANET) as of Q2 2020, up from 507 in Q1 2020.
- Funds reported $10.3B of Arista Networks stock for Q2 2020, up 7.2% quarter-over-quarter.
- 90 funds opened new Arista Networks positions in Q2 2020 and 47 closed out, a net change of +43 holders.
- The largest Arista Networks buyer in Q2 2020 was First Trust Advisors, an estimated $117M added.
- The largest Arista Networks seller in Q2 2020 was Jackson Square Partners, an estimated $209M sold.
Based on aggregated 13F filings for Q2 2020.