Arista Networks
ANET
196 hedge funds and large institutions have $2.4B invested in Arista Networks in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 35 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 50
53.16% more ownership
Funds ownership: 814.61% → 867.78% (+53%)
9% more capital invested
Capital invested by funds: $2.19B → $2.4B (+$203M)
3% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 35
2% less funds holding
Funds holding: 201 → 196 (-5)
44% less call options, than puts
Call options by funds: $37.2M | Put options by funds: $66M
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Criterion Capital Management
San Francisco,
California
|
+$77.5M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$65.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.2M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$22.2M |
| 5 |
Janus Henderson Group
London,
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
-$31M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$26.2M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$21.5M |
| 4 |
JP Morgan Chase
New York
|
-$20M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$17M |
ANET Hedge Fund Activity: Q2 2016 in Review
196 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q2 2016, worth a combined $2.4B — up 9.3% from $2.19B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of ANET and 34 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 82 added.
The largest buyer was Criterion Capital Management, opening a new position worth an estimated $77.5M. The largest seller was Fred Alger Management, exiting entirely with an estimated $31M sold.
- 196 institutional investors held Arista Networks (ANET) as of Q2 2016, down from 201 in Q1 2016.
- Funds reported $2.4B of Arista Networks stock for Q2 2016, up 9.3% quarter-over-quarter.
- 34 funds opened new Arista Networks positions in Q2 2016 and 35 closed out, a net change of -1 holder.
- The largest Arista Networks buyer in Q2 2016 was Criterion Capital Management, an estimated $77.5M added.
- The largest Arista Networks seller in Q2 2016 was Fred Alger Management, an estimated $31M sold.
Based on aggregated 13F filings for Q2 2016.