Arista Networks
ANET
230 hedge funds and large institutions have $4B invested in Arista Networks in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 22 closing their positions.
105% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 22
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
26.9% more ownership
Funds ownership: 917.6% → 944.5% (+27%)
19% more capital invested
Capital invested by funds: $3.37B → $4B (+$633M)
17% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 70
8% more funds holding
Funds holding: 212 → 230 (+18)
6% less call options, than puts
Call options by funds: $62.5M | Put options by funds: $66.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$83.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$68.6M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$62M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$34.7M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$34.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$93.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$53M |
| 3 |
JP Morgan Chase
New York
|
-$41.7M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$21.2M |
| 5 |
MAM
Myriad Asset Management
North Point,
Hong Kong
|
-$12.5M |
ANET Hedge Fund Activity: Q4 2016 in Review
230 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q4 2016, worth a combined $4B — up 19% from $3.37B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new ANET positions and 22 closed out — a net gain of 23 holders — while 82 added to existing stakes and 70 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $83.2M. The largest seller was EdgePoint Investment Group, cutting an estimated $93.2M.
- 230 institutional investors held Arista Networks (ANET) as of Q4 2016, up from 212 in Q3 2016.
- Funds reported $4B of Arista Networks stock for Q4 2016, up 19% quarter-over-quarter.
- 45 funds opened new Arista Networks positions in Q4 2016 and 22 closed out, a net change of +23 holders.
- The largest Arista Networks buyer in Q4 2016 was Wellington Management Group, an estimated $83.2M added.
- The largest Arista Networks seller in Q4 2016 was EdgePoint Investment Group, an estimated $93.2M sold.
Based on aggregated 13F filings for Q4 2016.