Arista Networks
ANET
564 hedge funds and large institutions have $10B invested in Arista Networks in 2020 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 195 increasing their positions, 193 reducing their positions, and 63 closing their positions.
24% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 63
3% more funds holding
Funds holding: 549 → 564 (+15)
1% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 193
3% less capital invested
Capital invested by funds: $10.3B → $10B (-$259M)
12.23% less ownership
Funds ownership: 1,033.29% → 1,021.06% (-12%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
45% less call options, than puts
Call options by funds: $246M | Put options by funds: $449M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$75.9M |
| 2 |
Swedbank
Stockholm,
Sweden
|
+$71M |
| 3 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
+$69.4M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$59M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$57.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$294M |
| 2 |
Renaissance Technologies
New York
|
-$120M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$78.3M |
| 4 |
Goldman Sachs
New York
|
-$74.1M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$35.3M |
ANET Hedge Fund Activity: Q3 2020 in Review
564 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q3 2020, worth a combined $10B — down 2.5% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new ANET positions and 63 closed out — a net gain of 15 holders — while 195 added to existing stakes and 193 trimmed.
The largest buyer was Ameriprise, adding an estimated $75.9M. The largest seller was JP Morgan Chase, cutting an estimated $294M.
- 564 institutional investors held Arista Networks (ANET) as of Q3 2020, up from 549 in Q2 2020.
- Funds reported $10B of Arista Networks stock for Q3 2020, down 2.5% quarter-over-quarter.
- 78 funds opened new Arista Networks positions in Q3 2020 and 63 closed out, a net change of +15 holders.
- The largest Arista Networks buyer in Q3 2020 was Ameriprise, an estimated $75.9M added.
- The largest Arista Networks seller in Q3 2020 was JP Morgan Chase, an estimated $294M sold.
Based on aggregated 13F filings for Q3 2020.