Arista Networks
ANET
87 hedge funds and large institutions have $444M invested in Arista Networks in 2014 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 24 closing their positions.
56% more capital invested
Capital invested by funds: $284M → $444M (+$160M)
46% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 24
13% more funds holding
Funds holding: 77 → 87 (+10)
10.36% more ownership
Funds ownership: 114.49% → 124.85% (+10%)
10% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 21
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
69% less call options, than puts
Call options by funds: $9.01M | Put options by funds: $28.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$42.2M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$14.7M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$9.8M |
| 4 |
PC
Polar Capital
London,
United Kingdom
|
+$7.14M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$6.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$13.3M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$9.36M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$9M |
| 4 |
Primecap Management
Pasadena,
California
|
-$4.32M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$3.66M |
ANET Hedge Fund Activity: Q3 2014 in Review
87 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q3 2014, worth a combined $444M — up 56% from $284M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new ANET positions and 24 closed out — a net gain of 11 holders — while 23 added to existing stakes and 21 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $42.2M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $13.3M sold.
- 87 institutional investors held Arista Networks (ANET) as of Q3 2014, up from 77 in Q2 2014.
- Funds reported $444M of Arista Networks stock for Q3 2014, up 56% quarter-over-quarter.
- 35 funds opened new Arista Networks positions in Q3 2014 and 24 closed out, a net change of +11 holders.
- The largest Arista Networks buyer in Q3 2014 was Lord, Abbett & Co, an estimated $42.2M added.
- The largest Arista Networks seller in Q3 2014 was T. Rowe Price Associates, an estimated $13.3M sold.
Based on aggregated 13F filings for Q3 2014.