Arista Networks
ANET
783 hedge funds and large institutions have $26.9B invested in Arista Networks in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 283 increasing their positions, 269 reducing their positions, and 76 closing their positions.
43% more call options, than puts
Call options by funds: $312M | Put options by funds: $218M
42% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 76
3% more funds holding
Funds holding: 759 → 783 (+24)
1.69% more ownership
Funds ownership: 256.77% → 258.46% (+1.7%)
5% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 269
4% less capital invested
Capital invested by funds: $28.1B → $26.9B (-$1.21B)
14% less funds holding in top 10
Funds holding in top 10: 21 → 18 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$289M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$226M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$129M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$85.4M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$69.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$138M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
-$127M |
| 3 |
SCM
Spyglass Capital Management
San Francisco,
California
|
-$103M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$102M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$93.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
851
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| – | -$3K | -96 | Closed |
|
|
AP
852
Arlington Partners
Birmingham,
Alabama
| – | -$3K | -80 | Closed |
|
|
EBA
853
Eagle Bay Advisors
New York
| – | -$2K | -64 | Closed |
|
|
FFG
854
Ford Financial Group
Fresno,
California
| – | -$1 | -48 | Closed |
|
855
Optiver Holding
Amsterdam,
Netherlands
| – | -$3K | -36 | Closed |
|
|
CAL
856
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$1K | -20 | Closed |
|
|
DHGWA
857
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
| – | +$126 | +4 | New |
|
858
Capstone Investment Advisors
New York
| – | +$253 | +8 | New |
|
|
WAM
859
Worth Asset Management
Dallas,
Texas
| – | +$253 | +8 | New |
|
|
GAM
860
Gemmer Asset Management
Walnut Creek,
California
| – | +$632 | +20 | New |
|
ANET Hedge Fund Activity: Q1 2022 in Review
783 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q1 2022, worth a combined $26.9B — down 4.3% from $28.1B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new ANET positions and 76 closed out — a net gain of 32 holders — while 283 added to existing stakes and 269 trimmed.
The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $289M. The largest seller was Capital World Investors, cutting an estimated $138M.
- 783 institutional investors held Arista Networks (ANET) as of Q1 2022, up from 759 in Q4 2021.
- Funds reported $26.9B of Arista Networks stock for Q1 2022, down 4.3% quarter-over-quarter.
- 108 funds opened new Arista Networks positions in Q1 2022 and 76 closed out, a net change of +32 holders.
- The largest Arista Networks buyer in Q1 2022 was Whale Rock Capital Management, an estimated $289M added.
- The largest Arista Networks seller in Q1 2022 was Capital World Investors, an estimated $138M sold.
Based on aggregated 13F filings for Q1 2022.