Arista Networks
ANET
214 hedge funds and large institutions have $3.4B invested in Arista Networks in 2016 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 40 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
49.83% more ownership
Funds ownership: 867.78% → 917.61% (+50%)
48% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 40
47% more call options, than puts
Call options by funds: $71M | Put options by funds: $48.2M
42% more capital invested
Capital invested by funds: $2.4B → $3.4B (+$1B)
26% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 57
9% more funds holding
Funds holding: 196 → 214 (+18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$53.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$50.4M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$50M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$31.2M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$27.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$120M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$27.6M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$16.6M |
| 4 |
JP Morgan Chase
New York
|
-$15.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$15.3M |
ANET Hedge Fund Activity: Q3 2016 in Review
214 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q3 2016, worth a combined $3.4B — up 42% from $2.4B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new ANET positions and 40 closed out — a net gain of 19 holders — while 72 added to existing stakes and 57 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $53.4M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $120M sold.
- 214 institutional investors held Arista Networks (ANET) as of Q3 2016, up from 196 in Q2 2016.
- Funds reported $3.4B of Arista Networks stock for Q3 2016, up 42% quarter-over-quarter.
- 59 funds opened new Arista Networks positions in Q3 2016 and 40 closed out, a net change of +19 holders.
- The largest Arista Networks buyer in Q3 2016 was Capital Research Global Investors, an estimated $53.4M added.
- The largest Arista Networks seller in Q3 2016 was Lone Pine Capital, an estimated $120M sold.
Based on aggregated 13F filings for Q3 2016.