Arista Networks
ANET
1,352 hedge funds and large institutions have $61.4B invested in Arista Networks in 2024 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 515 increasing their positions, 437 reducing their positions, and 82 closing their positions.
184% more first-time investments, than exits
New positions opened: 233 | Existing positions closed: 82
19% more capital invested
Capital invested by funds: $51.7B → $61.4B (+$9.61B)
18% more repeat investments, than reductions
Existing positions increased: 515 | Existing positions reduced: 437
11% more funds holding
Funds holding: 1,216 → 1,352 (+136)
5% more funds holding in top 10
Funds holding in top 10: 37 → 39 (+2)
3% more call options, than puts
Call options by funds: $1.25B | Put options by funds: $1.22B
11.03% less ownership
Funds ownership: 282.65% → 271.62% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$820M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$344M |
| 3 |
BlackRock
New York
|
+$191M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$143M |
| 5 |
JP Morgan Chase
New York
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.54B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$864M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$426M |
| 4 |
Swedbank
Stockholm,
Sweden
|
-$410M |
| 5 |
Jennison Associates
New York
|
-$247M |
ANET Hedge Fund Activity: Q1 2024 in Review
1,352 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q1 2024, worth a combined $61.4B — up 19% from $51.7B a quarter earlier.
Buyers outnumbered sellers: 233 funds opened new ANET positions and 82 closed out — a net gain of 151 holders — while 515 added to existing stakes and 437 trimmed.
The largest buyer was GQG Partners, opening a new position worth an estimated $820M. The largest seller was Morgan Stanley, cutting an estimated $1.54B.
- 1,352 institutional investors held Arista Networks (ANET) as of Q1 2024, up from 1,216 in Q4 2023.
- Funds reported $61.4B of Arista Networks stock for Q1 2024, up 19% quarter-over-quarter.
- 233 funds opened new Arista Networks positions in Q1 2024 and 82 closed out, a net change of +151 holders.
- The largest Arista Networks buyer in Q1 2024 was GQG Partners, an estimated $820M added.
- The largest Arista Networks seller in Q1 2024 was Morgan Stanley, an estimated $1.54B sold.
Based on aggregated 13F filings for Q1 2024.