Arista Networks
ANET
169 hedge funds and large institutions have $2.26B invested in Arista Networks in 2015 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 37 closing their positions.
166.36% more ownership
Funds ownership: 498.27% → 664.63% (+166%)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
80% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 35
62% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 37
55% more capital invested
Capital invested by funds: $1.45B → $2.26B (+$803M)
15% more funds holding
Funds holding: 147 → 169 (+22)
0% more call options, than puts
Call options by funds: $47.3M | Put options by funds: $47.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$94.2M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$36.9M |
| 3 |
CCM
Criterion Capital Management
San Francisco,
California
|
+$36.6M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$29M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAI
Marble Arch Investments
New York
|
-$17.6M |
| 2 |
BPGAM
BTG Pactual Global Asset Management
Hamilton,
Bermuda
|
-$10.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.47M |
| 4 |
GAM
Gotham Asset Management
New York
|
-$7.88M |
| 5 |
SC
Sculptor Capital
New York
|
-$6.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WSTAM
201
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$254K | -57,600 | Closed |
|
|
AL
202
Airain Ltd
St. Peter Port,
Guernsey
| – | -$202K | -45,728 | Closed |
|
203
Simplex Trading
Chicago,
Illinois
| – | -$94.9K | -21,216 | Closed |
|
|
HI
204
Hudock Inc
Williamsport,
Pennsylvania
| – | -$71K | -16,000 | Closed |
|
205
Creative Planning
Overland Park,
Kansas
| – | -$37K | -8,480 | Closed |
|
|
SEC
206
Seven Eight Capital
New York
| – | -$24K | -5,392 | Closed |
|
ANET Hedge Fund Activity: Q2 2015 in Review
169 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q2 2015, worth a combined $2.26B — up 55% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new ANET positions and 37 closed out — a net gain of 23 holders — while 63 added to existing stakes and 35 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $94.2M. The largest seller was Marble Arch Investments, exiting entirely with an estimated $17.6M sold.
- 169 institutional investors held Arista Networks (ANET) as of Q2 2015, up from 147 in Q1 2015.
- Funds reported $2.26B of Arista Networks stock for Q2 2015, up 55% quarter-over-quarter.
- 60 funds opened new Arista Networks positions in Q2 2015 and 37 closed out, a net change of +23 holders.
- The largest Arista Networks buyer in Q2 2015 was JP Morgan Chase, an estimated $94.2M added.
- The largest Arista Networks seller in Q2 2015 was Marble Arch Investments, an estimated $17.6M sold.
Based on aggregated 13F filings for Q2 2015.