Arista Networks
ANET
413 hedge funds and large institutions have $9.87B invested in Arista Networks in 2017 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 133 increasing their positions, 127 reducing their positions, and 24 closing their positions.
333% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 24
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
23% more funds holding
Funds holding: 337 → 413 (+76)
22% more capital invested
Capital invested by funds: $8.1B → $9.87B (+$1.77B)
5% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 127
17% less call options, than puts
Call options by funds: $102M | Put options by funds: $123M
29.84% less ownership
Funds ownership: 943.47% → 913.63% (-30%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$216M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$104M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$73.5M |
| 4 |
Two Sigma Advisers
New York
|
+$60.6M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$56.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$312M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$108M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$83.4M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$59.9M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$53.9M |
ANET Hedge Fund Activity: Q4 2017 in Review
413 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q4 2017, worth a combined $9.87B — up 22% from $8.1B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new ANET positions and 24 closed out — a net gain of 80 holders — while 133 added to existing stakes and 127 trimmed.
The largest buyer was Jackson Square Partners, adding an estimated $216M. The largest seller was Wellington Management Group, cutting an estimated $312M.
- 413 institutional investors held Arista Networks (ANET) as of Q4 2017, up from 337 in Q3 2017.
- Funds reported $9.87B of Arista Networks stock for Q4 2017, up 22% quarter-over-quarter.
- 104 funds opened new Arista Networks positions in Q4 2017 and 24 closed out, a net change of +80 holders.
- The largest Arista Networks buyer in Q4 2017 was Jackson Square Partners, an estimated $216M added.
- The largest Arista Networks seller in Q4 2017 was Wellington Management Group, an estimated $312M sold.
Based on aggregated 13F filings for Q4 2017.