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Arista Networks
ANET

112 hedge funds and large institutions have $732M invested in Arista Networks in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 13

174.23% more ownership

Funds ownership: 124.85% → 299.08% (+174%)

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

65% more capital invested

Capital invested by funds: $444M → $732M (+$288M)

29% more funds holding

Funds holding: 87 → 112 (+25)

76% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $46.3M

Holders
112
Holders Change
+25
Holders Change %
+28.74%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
44
Increased
43
Reduced
13
Closed
17
Calls
$11.2M
Puts
$46.3M
Net Calls
-$35.1M
Net Calls Change
-$15.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$183M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$158M
3
JP Morgan Chase
JP Morgan Chase
New York
+$54.7M
4
LPC
Lone Pine Capital
Connecticut
+$44.8M
5
LNWWM
Laird Norton Wetherby Wealth Management
California
+$24.1M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$52.6M
2
SP
Summit Partners
Massachusetts
-$14.1M
3
SM
SCGE Management
California
-$8.6M
4
Morgan Stanley
Morgan Stanley
New York
-$7.13M
5
PAM
Panagora Asset Management
Massachusetts
-$7.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$220M +$183M +39,428,304 +213%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$129M +$158M +34,008,800 New
LPC
3
Lone Pine Capital
Connecticut
$80.5M +$44.8M +9,653,824 +84%
JP Morgan Chase
4
JP Morgan Chase
New York
$47.1M +$54.7M +11,777,760 +1,904%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$25.8M +$141K +30,336 +0.4%
LNWWM
6
Laird Norton Wetherby Wealth Management
California
$19.7M +$24.1M +5,190,960 New
CCM
7
Cadian Capital Management
New York
$17.6M +$21.5M +4,640,000 New
AllianceBernstein
8
AllianceBernstein
Tennessee
$15.1M +$4.75M +1,022,768 +35%
Bank of America
9
Bank of America
North Carolina
$14.8M +$14.6M +3,145,472 +415%
PC
10
Polar Capital
United Kingdom
$10.4M -$843K -181,600 -6%
FAM
11
Fred Alger Management
New York
$9.73M +$11.9M +2,561,152 New
BIT
12
BlackRock Institutional Trust
California
$9.13M +$956K +205,984 +9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$8.98M +$9.6M +2,069,296 +697%
CB
14
Commerce Bank
Missouri
$8.2M +$10M +2,159,200 New
SC
15
Sculptor Capital
New York
$7.71M +$9.41M +2,028,800 New
JSP
16
Jackson Square Partners
California
$6.26M +$2.41M +518,496 +46%
JWBC
17
John W. Bristol & Co
New York
$5.95M -$89.6K -19,312 -1%
Macquarie Group
18
Macquarie Group
Australia
$5.67M +$3.91M +841,488 +129%
Millennium Management
19
Millennium Management
New York
$5.32M +$5.12M +1,102,944 +372%
VEPM
20
Vista Equity Partners Management
California
$4.28M +$5.23M +1,127,632 New
IG
21
ING Group
Netherlands
$4.1M +$5.01M +1,080,128 New
Renaissance Technologies
22
Renaissance Technologies
New York
$3.97M +$4.86M +1,046,400 New
Two Sigma Investments
23
Two Sigma Investments
New York
$3.4M +$4.15M +895,200 New
State Street
24
State Street
Massachusetts
$3.16M +$2.32M +500,096 +150%
BFA
25
BlackRock Fund Advisors
California
$2.68M +$234K +50,496 +8%
1
2 3 4 5

ANET Hedge Fund Activity: Q4 2014 in Review

112 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q4 2014, worth a combined $732M — up 65% from $444M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ANET positions and 17 closed out — a net gain of 27 holders — while 43 added to existing stakes and 13 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $183M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $52.6M sold.

  • 112 institutional investors held Arista Networks (ANET) as of Q4 2014, up from 87 in Q3 2014.
  • Funds reported $732M of Arista Networks stock for Q4 2014, up 65% quarter-over-quarter.
  • 44 funds opened new Arista Networks positions in Q4 2014 and 17 closed out, a net change of +27 holders.
  • The largest Arista Networks buyer in Q4 2014 was Capital Research Global Investors, an estimated $183M added.
  • The largest Arista Networks seller in Q4 2014 was Lord, Abbett & Co, an estimated $52.6M sold.

Based on aggregated 13F filings for Q4 2014.