Arista Networks
ANET
147 hedge funds and large institutions have $1.46B invested in Arista Networks in 2015 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 18 closing their positions.
200.4% more ownership
Funds ownership: 299.08% → 499.47% (+200%)
194% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 18
170% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 23
99% more capital invested
Capital invested by funds: $732M → $1.46B (+$727M)
31% more funds holding
Funds holding: 112 → 147 (+35)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
80% less call options, than puts
Call options by funds: $11.6M | Put options by funds: $57M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$94.3M |
| 2 |
FAM
Fred Alger Management
New York
|
+$85.6M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$81.4M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$51.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cadian Capital Management
New York
|
-$17.6M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$16.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$6.19M |
| 5 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$5.7M |
ANET Hedge Fund Activity: Q1 2015 in Review
147 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q1 2015, worth a combined $1.46B — up 99% from $732M a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new ANET positions and 18 closed out — a net gain of 35 holders — while 62 added to existing stakes and 23 trimmed.
The largest buyer was Vanguard Group, adding an estimated $94.3M. The largest seller was Cadian Capital Management, exiting entirely with an estimated $17.6M sold.
- 147 institutional investors held Arista Networks (ANET) as of Q1 2015, up from 112 in Q4 2014.
- Funds reported $1.46B of Arista Networks stock for Q1 2015, up 99% quarter-over-quarter.
- 53 funds opened new Arista Networks positions in Q1 2015 and 18 closed out, a net change of +35 holders.
- The largest Arista Networks buyer in Q1 2015 was Vanguard Group, an estimated $94.3M added.
- The largest Arista Networks seller in Q1 2015 was Cadian Capital Management, an estimated $17.6M sold.
Based on aggregated 13F filings for Q1 2015.