Arista Networks
ANET
181 hedge funds and large institutions have $2.78B invested in Arista Networks in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 74 increasing their positions, 46 reducing their positions, and 31 closing their positions.
96.88% more ownership
Funds ownership: 747.41% → 844.3% (+97%)
61% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 46
44% more capital invested
Capital invested by funds: $1.93B → $2.78B (+$855M)
35% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 31
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more funds holding
Funds holding: 171 → 181 (+10)
64% less call options, than puts
Call options by funds: $20.3M | Put options by funds: $56.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$50.3M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$47.7M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$42.4M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$36.4M |
| 5 |
JP Morgan Chase
New York
|
+$36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
-$16.4M |
| 2 |
PC
Polar Capital
London,
United Kingdom
|
-$12.6M |
| 3 |
BPGAM
BTG Pactual Global Asset Management
Hamilton,
Bermuda
|
-$11.9M |
| 4 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$10.9M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$10.5M |
ANET Hedge Fund Activity: Q4 2015 in Review
181 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q4 2015, worth a combined $2.78B — up 44% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new ANET positions and 31 closed out — a net gain of 11 holders — while 74 added to existing stakes and 46 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $50.3M. The largest seller was Fred Alger Management, cutting an estimated $16.4M.
- 181 institutional investors held Arista Networks (ANET) as of Q4 2015, up from 171 in Q3 2015.
- Funds reported $2.78B of Arista Networks stock for Q4 2015, up 44% quarter-over-quarter.
- 42 funds opened new Arista Networks positions in Q4 2015 and 31 closed out, a net change of +11 holders.
- The largest Arista Networks buyer in Q4 2015 was Wellington Management Group, an estimated $50.3M added.
- The largest Arista Networks seller in Q4 2015 was Fred Alger Management, an estimated $16.4M sold.
Based on aggregated 13F filings for Q4 2015.