Arista Networks
ANET
850 hedge funds and large institutions have $25.8B invested in Arista Networks in 2022 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 308 increasing their positions, 275 reducing their positions, and 54 closing their positions.
169% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 54
15.31% more ownership
Funds ownership: 264.72% → 280.02% (+15%)
14% more capital invested
Capital invested by funds: $22.6B → $25.8B (+$3.23B)
12% more repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 275
10% more funds holding
Funds holding: 773 → 850 (+77)
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
3% less call options, than puts
Call options by funds: $326M | Put options by funds: $338M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.47B |
| 2 |
Morgan Stanley
New York
|
+$423M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$367M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$159M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$325M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$316M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$175M |
| 4 |
JP Morgan Chase
New York
|
-$124M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$104M |
ANET Hedge Fund Activity: Q4 2022 in Review
850 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q4 2022, worth a combined $25.8B — up 14% from $22.6B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new ANET positions and 54 closed out — a net gain of 91 holders — while 308 added to existing stakes and 275 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $1.47B. The largest seller was Wellington Management Group, cutting an estimated $325M.
- 850 institutional investors held Arista Networks (ANET) as of Q4 2022, up from 773 in Q3 2022.
- Funds reported $25.8B of Arista Networks stock for Q4 2022, up 14% quarter-over-quarter.
- 145 funds opened new Arista Networks positions in Q4 2022 and 54 closed out, a net change of +91 holders.
- The largest Arista Networks buyer in Q4 2022 was JP Morgan Private Wealth Advisors, an estimated $1.47B added.
- The largest Arista Networks seller in Q4 2022 was Wellington Management Group, an estimated $325M sold.
Based on aggregated 13F filings for Q4 2022.