Arista Networks
ANET
539 hedge funds and large institutions have $11.9B invested in Arista Networks in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 218 increasing their positions, 160 reducing their positions, and 102 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 160
1.61% more ownership
Funds ownership: 955.82% → 957.42% (+1.6%)
7% less funds holding
Funds holding: 582 → 539 (-43)
16% less capital invested
Capital invested by funds: $14.2B → $11.9B (-$2.32B)
27% less call options, than puts
Call options by funds: $277M | Put options by funds: $380M
35% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 102
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$356M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$226M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$144M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$110M |
| 5 |
Goldman Sachs
New York
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$122M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
-$78.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$75.2M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$68.1M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$63.3M |
ANET Hedge Fund Activity: Q2 2019 in Review
539 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q2 2019, worth a combined $11.9B — down 16% from $14.2B a quarter earlier.
Sellers outnumbered buyers: 102 funds closed out of ANET and 66 opened new positions — a net loss of 36 holders — while 160 trimmed existing stakes and 218 added.
The largest buyer was Artisan Partners, adding an estimated $356M. The largest seller was Capital Research Global Investors, cutting an estimated $122M.
- 539 institutional investors held Arista Networks (ANET) as of Q2 2019, down from 582 in Q1 2019.
- Funds reported $11.9B of Arista Networks stock for Q2 2019, down 16% quarter-over-quarter.
- 66 funds opened new Arista Networks positions in Q2 2019 and 102 closed out, a net change of -36 holders.
- The largest Arista Networks buyer in Q2 2019 was Artisan Partners, an estimated $356M added.
- The largest Arista Networks seller in Q2 2019 was Capital Research Global Investors, an estimated $122M sold.
Based on aggregated 13F filings for Q2 2019.